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JD1
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Member since ‎Jan 21, 2018
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  • Upvotes Received
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James Douglas

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Activity

asoconnor on October 02, 2018
Would love to have an "edit" button for scheduled emails instead of having to delete the email entirely and re-schedule. Thanks!
Participant
July 30, 2021 09:42
Agree! Not only to change the scheduled time/day but also, if you want to add text or a document link after it's scheduled would be GREAT!
JD1 on May 20, 2018
Currently, we have to manually calculate the TAX amount when creating a quote. Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel). Benefits: read more
142 upvotes
43 Replies
Member | Diamond Partner
April 08, 2022 02:33
This is a very important need as we so often forget to add it or it creates room for error. Any idea if there is a workaround for this?
JD1 on May 20, 2018
Currently, we have to manually calculate the TAX amount when creating a quote. Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel). Benefits: read more
142 upvotes
43 Replies
Member | Diamond Partner
April 08, 2022 02:33
This is a very important need as we so often forget to add it or it creates room for error. Any idea if there is a workaround for this?
fenstermakera on January 24, 2017
Basic CRM functionality missing. Need to do a keyword search.
137 upvotes
61 Replies
Member
December 06, 2021 14:04
How is this still not a thing? I just want to search for keywords in my notes.
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