Feature Requests

Please bring back the ability to select multiple products at once for mass deletion. My team uses this feature regularly, as it's useful when switching gears on a project or deleting old ideas to add new ones.

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 =)

When working with businesses with multiple contacts often people bounce around within roles as well as move on from the company. It can be difficult to figure out who ordered what and even more challenging when someone leaves a company and is replaced by someone who is already in the system. It would be great to be able to merge accounts especially when trying to research order history.

It’s a little confusing, especially for client’s who pay via a portal in their company’s ERP system.

If a regular comment ( not a decoration comment ) is unhidden in a quote, when that quote is converted it should remain unhidden.

The system should support all tax codes (GST, HST, PST, and QST) and display the correct tax abbreviation on invoices based on the ship-to location. Currently, invoices may display PST when the applicable tax should be QST for orders shipping to Quebec. While the system is applying the tax correctly, the correct tax breakdown is not visible on the invoice itself. Legally, invoices need to show the correct tax details. Currently, the team must manually add the tax breakdown to the invoice body to ensure the correct information is visible, even though the system is already calculating the taxes correctly in the background. Displaying the correct tax codes and breakdown directly on the invoice would help eliminate manual work, improve invoice accuracy, reduce potential client confusion, and minimize concern related to incorrect tax visibility. The requested enhancement would ensure that GST, HST, PST, and QST are available and displayed appropriately based on the applicable province and ship-to location.

I want customers to see the graphics attachment on the online approval page when we send the email from V2 and select the attachment to be included.

When adding a new contact profile under a client group have the ability to copy over key details like the tax exempt #.

Ability to apply a client alert to an entire client group

Ability to duplicate contacts-Often we work with multiple buyers in a group where the contact details are the same with the exception of the name/email and this would be a big time save.