Thomas Hampton
Created Outbound Form Integration reporting.Created Create Job Submitted Form Action EnhancementCreated Expanded Contact Placeholders for Quotes / InvoicesCreated Column for Sales Person in Quotes & InvoicesCreated Webforms via the Mobile AppCreated CRM Filtering - New Forms started in the fieldCreated Location Names - a field that would be amazing as a columnCreated Invoice List Quick Buttons - Add preferred / defaultUpvoted Reminders: Smart table enhancement & with Immediate Trigger OptionCommented on Reminders: Smart table enhancement & with Immediate Trigger OptionFurther to this, only manually created tasks can have a checklist added at creation, can a checklist be added for every location that a task can be created - ie, creating a manual reminder, job reminders and form actions.Created Submitted Form Tab - Edit / Create permissionsCreated Autosave for Invoices/QuotesCreated CRM & TASKS: Merging Contacts & Merging TasksCreated Sales Pipeline | Pipeline Status Change Flags for Extensive ReportingUpvoted Enhanced Task Management in App (Tasks)Created ACCOUNTS | Default Tax Code and Account Code optionCreated ACCOUNTS | Invoice Assist - Exclude Contacts from Predefined Billing CycleCreated APP | Resources list to be available via the mobile app when sending quotes & invoices.Created Recurring Jobs Quick ActionsCreated TASKS, JOB TYPE TEMP | Enhancements for Tasks Created by Job Type TemplatesCreated Job Attachments from the field - not just the office.Created FORMS | Clearer Descriptions and Lock Process with Report PDF SettingsCreated JOBS | Extra Columns in Jobs Smart TableUpvoted Payments: Integration with Square and Revolut for Enhanced Payment OptionsCreated Jobs | Job Notes Column in Jobs PageUpvoted CRM: Pinned Notes on Customer CardsUpvoted CRM/ Sales Lead: Logging Automated Sales Lead Pipeline EmailsCreated Accounts | Invoice Emails - Background controlsUpvoted Auto-Population of Assigned Asset Details in FormsUpvoted Client Portal (Portal/App)