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Shawn_AMBOSS
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Member since ‎Jan 9, 2024
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  • Upvotes Given
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Shawn Segundo

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Activity

Shawn_AMBOSS on June 17, 2024
I'm not entirely certain how such functionality doesn't exist, but when uploading email activities and associating them to a deal, there is actually no way to log the email of the sender of that email, NOR the recipient. Practically this m read more
BEastom8 on October 10, 2023
This is a huge issue and there seems to be no reason for it. It is impossible to Delete or Void an invoice after a certain point. If an invoice is accidentally marked paid it's locked. You can't delete it, void it or unassociate it, so it is just read more
Participant
June 05, 2024
HS you listening? This is an easy one to implement!
NilsK on January 02, 2020
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
535 upvotes
202 Replies
Participant
June 05, 2024
This seriously so whack that this still isn't implemented. Look at all the traction on this thread, and HS still wondering why we roll our eyes when ...read more
BEastom8 on October 10, 2023
This is a huge issue and there seems to be no reason for it. It is impossible to Delete or Void an invoice after a certain point. If an invoice is accidentally marked paid it's locked. You can't delete it, void it or unassociate it, so it is just read more
Participant
June 05, 2024
HS you listening? This is an easy one to implement!
rasimons1 on February 01, 2024
The standard invoice template is very limiting, and it can be frustrating to have no control over how it looks, what's included (or not included), and etc. For example, traditionally we have our mailing address as well as a contact email and conta read more
37 upvotes
25 Replies
Participant
May 14, 2024
Yes custom invoice template is basically not usable in most use cases. We can't even add any custom invoice properties to it -_-
NilsK on January 02, 2020
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
535 upvotes
202 Replies
Participant
June 05, 2024
This seriously so whack that this still isn't implemented. Look at all the traction on this thread, and HS still wondering why we roll our eyes when ...read more
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