Feature Requests

Is there a way we can possibly upload files under an employees certification? That way we can include the actual license/diploma/certification documents for reference?

Display diary admin fields "Created," "Created by," "Decided", and "Decided by" on the user side timesheets list

Way to eliminate the amount of tasks in task list, or being able to minimize this area. With the amount that generates, it being the first section, and no minimize or option to show less, it tends to get very clutter filled/overwhelming fast trying to decipher between tasks and time sheets sometimes.

In the "Time off" Section - Could you add a line Total PTO remaining for all employees even if they haven't taken any PTO since the previous year

Add a means of pre-fixing the parent proposal item name to the children so the naming convention is consistent across sales, ops, and financial project tabs and their functions. The current option of pre-fixing to tasks aids in searching for a specific task or group of tasks and extending this capability to the sales & invoicing functions would be very helpful.

Currently the smallest amount of months for the dashboard is 6. Can we include 1 month as well and change the graphs' granularity to week?

Original post: Jay McArthur: On the main account page, I see the approved project dollar value for the last 4 weeks. Can I change this to show the total dollar value from May 2023 to the current date? So not 35k last 4 weeks, but xxx k from May 1.

Original post from Matt Costa

Original Post: Sheryl Harvin

Original from: Abbey Jones. When an email template is sent, to be able to define on which email to be sent based on department and/or manager.