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All (13)
Authentication (3)
Clients (3)
Comments (12)
Contacts (3)
Core (4)
Costs (2)
Dashboard (18)
Diary (19)
Equipment (11)
Expenses (10)
File Server (1)
Invoices (18)
Leave (19)
Map (9)
Offices (0)
Payments (1)
Projects (58)
QMS (1)
Qualifications (4)
Quickbooks (3)
Quote Items (23)
Sage (1)
Schedule (31)
Staff (4)
Status (6)
SugarCRM (1)
Tasks (12)
Users (10)
Valuations (1)
File upload for Certifications
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?
2
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Qualifications
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complete
9
Bulk Post/Send/Approve for invoices
some weeks, we have 30-40 invoices to be sent out, approved, and posted on fridays, and having to go into each one to post, and then send, takes HEAPS of time to do. There has to be a way to click multiple to send/post?
3
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Invoices
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complete
8
Proposal Items: Pre-fix parent proposal item name to proposal item child name
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.
1
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Quote Items
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complete
3
Power Search: Partial Matching
introduce new query syntax to allow partial matching on power search
1
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All
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complete
1
Tasks
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.
1
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Tasks
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complete
1
Projects: Calculate theoretical P&L by using budgeted costs
2
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Projects
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complete
2
Suspend project
Have the ability to suspend a project and then reopen once it's going ahead again
2
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Projects
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complete
3
Diary: Allow rejecting an entry and sending a notification
3
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Diary
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complete
7
Create new line item on employee profile entry for "preffered name / nick name"
To allow for easy searching of employees. eg "Thomas Townley" knows as Tom - Kompass cannot find "Tom" another example "Steven Robinson" known as Robbo
1
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Staff
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complete
8
Clients: Notification when a new client has been added
Hi, I get the notifications when a job has been accepted, is there a way I can be notified when a new organization has been added/Created? Thank you, Colleen
1
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Clients
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complete
2
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