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Site Names and Filters on Quotes & Invoices

Feature RequestAccountsEnhancementQuick WinPortalApp

Description:

  • We have received valuable customer suggestions to enhance our Quotes and Invoices by adding site names and additional filtering options.

  • These proposed changes aim to improve clarity for locations with multiple sites and streamline the process of managing and locating specific Quotes and Invoices.

  • Please note that these are potential enhancements and are currently under review. We will conduct a feasibility study and prioritize the request accordingly, while also considering other comments and feedback on the feature board.

Details:

  1. Site Names on Quotes and Invoices: THIS IS LIVE

    • Display site names on both Quotes and Invoices, especially when there are multiple sites at the same address.

    • This feature is essential for customers with multiple buildings at the same address, as it will clearly indicate which site the Quote or Invoice pertains to.

  2. Additional Details on Quotes:

    • Show the site name and the name of the person who issued the Quote on the summary page when you go to CRM > Quotes.

  3. Filtering Options:

    • Add filtering options to allow users to filter both Quotes and Invoices by site name.

    • For Quotes, include an additional filter to sort by the person who issued the Quote.

Use Case:

  • Government Contracts and Multiple Departments: Highlight the specific need for site name customization on invoices for users managing government contracts or similar arrangements where a single location may encompass multiple sites, such as different departments within a hospital. This use case underscores the necessity for detailed customization to ensure clarity and accuracy in invoicing for complex organizational structures.

Benefits:

  • Clear identification of sites on Quotes and Invoices, reducing confusion and the need for constant communication.

  • Enhanced user experience with the ability to easily filter and find specific Quotes and Invoices.

  • Streamlined communication and improved management of Quotes and Invoices.

Posted by Jamie ·
Status: In Progress4 comments

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Comments4

  • Keith Azzopardi

    •

    Feb 8, 2024

    Dear Formitize Community,

    We're pleased to announce that we have addressed the request for including a "Site Name" field on invoices and quotes. This enhancement is now available and can be easily implemented through your account settings.

    How to Add a Site Name to Invoices:

    1. Navigate to the Web Portal > Settings cog > Accounts > Invoices > Address Format.

    2. Ensure that you enter sitename in the address format to include the Client's Site Name on the invoices.

    3. For the Site Name to appear on existing invoices, they will need to be regenerated. You can do this by viewing the PDF of the invoice and selecting "Regenerate."

    For detailed instructions and more information on utilizing this new feature, please visit our release notes.

  • Keith Azzopardi

    •

    Nov 8, 2023

    Hi @Bree,
    We've included you in the feature request as a recent suggestion you made aligns with this request. Thanks for your valuable input.

  • Keith Azzopardi

    •

    Oct 20, 2023

    Hi Everyone,

    We wanted to share an exciting update regarding the feature you've upvoted. After reviewing the details, we found that it aligns perfectly with another similar suggestion.

    As a result, we've combined both suggestions into a comprehensive feature update to encapsulate the valuable input from both sides. You can find the updated feature details on the feature request card. (See description above)

    Thank you for your support and valuable feedback!

  • Mal

    •

    Oct 17, 2023

    Definitely would be handy to have.