emilybur
New Contributor II
since ‎07-08-2021
‎06-23-2023

User Statistics

  • 6 Posts
  • 1 Solutions
  • 0 Kudos given
  • 3 Kudos received

User Activity

When sending non-job estimates via email to customers, there is no way include any attachments. For us, this would be a nice feature when sending quotes/estimates for a membership to a potential member. As one of the dispatchers, we are the first to ...
Until a recent update, we had been able to sort expiring memberships by the membership type in the follow-up tab. Now that the names of them have been changed, it just results in an error when I try to sort them. It also doesn't help if I export the ...
There are a some cases where our customers have to provide us with a P.O. for a commercial membership sale/renewal. The only place to add this P.O. is under the invoice summary or under the task description itself. I think it would be nice to have a ...