User Profile

Adding quote lines


I realized after the new update that the ability to create new quote lines from the command bar was deprecated. Lots of clients love this feature so they don't have to go all the way back to the quote and add a quote line from there. They like to be able to create another quote line from the quot...

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Category: Account, Contact, Calendar and Activity Management (699)

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Enhance geocoding


The current functionality of the automatic geocoding after account address changes does not update current open - unscheduled or open - scheduled work orders. This would be helpful in ensuring if a service account's address is updated, the associated work orders not currently in progress or close...

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Category: General (80)

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Needs Votes