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KarisCapital
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Member since ‎May 28, 2025
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KarisCapital on November 06, 2025
Invoices - pulling through the deal ID and client name
Hi Sorry if this is an obvious thing, but I cannot find a clear answer and it seems like it should be very simple and I can't be the only one to need this. When I create an invoice (Which I do via line items) I simply want to pull through: read more
Reply Discussion Reporting
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KarisCapital
Participant
October 03, 2025
Reply to Missing properties in Leads on mobile app
Thanks for taking the time to reply, Carolina. Unfortunately none of the tips helped - I have made sure all my properties from the New Lead form ...read more
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KarisCapital on September 30, 2025
Missing properties in Leads on mobile app
Hi, I may be missing something but I cannot see any of the additional / custom properties within the leads module of the mobile app. I can only see the title, pipeline, stage, owner and type. I can't see any of the other properties from my n read more
Reply Discussion Mobile App
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KarisCapital
Participant
August 12, 2025
Reply to Display empty values in report charts
I have customised line items to record, amongst other things, if they have been paid already. Some of the items were net costs, so there is no 'unit ...read more
KarisCapital
Participant
August 07, 2025
Reply to Ability to lock down existing line item properties
+1 Really need to be able to lock down at least certain properties - we want to use the line items to manage payments in and out and for our fi...read more
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