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RE:

Cory Candia on 11/9/2022 10:27:44 AM

It blows my mind that this isn't a current feature.


Does anyone have any good work arounds for notifying assignees of their assignments other than (A) the project manager creating appointment/meetings for every booking and sending it to them, or (B) the assignee having a project account and also having to log in and check the boards?

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RE:

Trude Heggernes Njaa on 11/9/2022 9:36:33 AM

Very good suggestion, please review!

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RE:

Are Mathisen on 11/9/2022 7:46:12 AM

This is a really good one to update, it makes the onboarding flow smoother and smarter. Thumbs up!

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RE:

Angela Alexander on 11/9/2022 2:27:08 AM

This is a great suggestion. In situations where chargeable transactions are accruing revenue, the user should NOT be allowed to close the project without proper disposition of the transactions - either to invoice or to mark them as non-billable.

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Anandh Ammaiyappan on 11/9/2022 2:14:37 AM

Great Idea and have across this requirement in most of the implementations

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RE:

Angela Alexander on 11/9/2022 2:13:28 AM

In addition to the suggestion above, please also consider the other validation associations. For resources and projects, project types and groups could be available. And, for resources and categories (as well as projects and categories), the ability to make associations at the category group would be helpful.

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Hans Hill on 11/8/2022 9:53:28 PM

Desperately needed. Also assists re-direct to relevant department when a customer replies to the original email.

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Ana Wertheimer on 11/8/2022 7:56:47 PM

I agree. packing slip cancelation should be available on the sales order as well, even if the order contains advanced warehouse items.

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Beth Zapadka on 11/8/2022 7:08:06 PM

We need to support these scenarios as well, and I would prefer to do it efficiently - without adding multiple transactions using a clearing account, creating a difficult-to-follow audit trail, and adding another Balance Sheet reconciliation for the clearing account.

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RE:

Sam Butler on 11/8/2022 6:27:31 PM

Great Idea.

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