Feature Requests

When adding new contacts to a client group, it would be ideal for the brand guidelines section from the client profile automatically copied to each new contact, rather than individually copy/paste.

Is there a way to calculate tax on quotes? A lot of our clients need a total for everything and we have invoices get short paid because they get a PO based on a quote as opposed to a job SO.

Ability to have client/job alerts show on the Job Follow Ups page

Add spec sample as an option in the dropdown in Opportunities

Ability to have multiple contacts assigned to the same client. Ideally we would like to have one client which would have multiple contacts. What we run into is we will have a client with multiple contacts and when it comes to re-orders we are having to search through multiple accounts trying to figure out who ordered last. Really tricky when we have turnover within clients. The short answer would be both as well as multiple addresses if we are wanting to be greedy =)

Need to be able to pull a report that includes styles, colors, quantity, pricing, and design info over a given date range. Would be great to be able to filter by vendor and client as well. This is crucial for a variety of things including royalty audits, being able to view a snapshot of client order history, as well as being able to view popular styles/trends across a book of business.

Would be helpful and save time to be able to use the quick search to pull up a quote directly, rather than having to go into the contact.