Yolk's avatar
11 years ago
Status:
Open

Search: Quotes by sub-heading/campaign

I do multpile quotes for the same client on a regular basis & it's hard to tell the difference between quotes. The only difference is the quote number & ckient name.

 

It would be good to have a quote heading like Harvest App has. This was much more useful and easier to find which quote is which.

 

 "Subject heading for quotes"

  • D_rina's avatar
    D_rina
    Contributing Cover User

    To better organise complex quotes could we have the option to insert a free text row that does not force you to allocate to an account, tax type or $ amount.

     

     

  • Liam_M's avatar
    Liam_M
    Former Staff
    Status changed:
    New
    to
    Open

    Thanks for the great suggestion. Anyone who would like to see subject headings for quotes on the quotes list, please cast your vote here. Please comment to say what information you'd like to be included in the headings.

  • I do multiple quotes for a lot of my customers it would be good to be able to search clients quotes via a reference/project name to save time searching through multiple quotes