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    1. Add a contact/quote search to the dashboard

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        under review  ·  0 comments  ·  Admin →

      • Would be great if you could delete a contact once added

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          0 comments  ·  Admin →

        • show which fields are required on forms

          i was not sure what to enter on the quote page. also not sure what the difference between a project and a job is

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            0 comments  ·  Admin →
            planned  ·  CatalystQUEAdminCatalystQUE (Admin, CatalystQUE) responded

            Thanks. We’re trying to go for minimal required fields, but will highlight the fields that are required. Project/job are intentionally vague and either or both can be used to give your quote a name, ie ‘Website design’. They will become more apparent once our pricing module is finished.

          • signature

            Be good if I could add my scanned signature to go after Yours sincerely at the bottom of the quote - more personal.

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              0 comments  ·  Admin →

            • Be good to have a automatic spell check suggestion

              Like most MS products have. When a word is misspelt, the word is underlined and if you right click you get options of the correct spelling.
              Good for people like me who are not quiet there yet with touch typing, yet!

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                0 comments  ·  Admin →

              • Add tips incl examples to form fields

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                  0 comments  ·  Admin →

                • Add in a price picker - so I can select a pre-set price

                  From a drop down box that can be pre-loaded by the admin person. So sales people can't discount or adjust the pricing.
                  Simple excel loader in the back with product, price and quantity so it is loaded manually on set up.

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                    0 comments  ·  Admin →

                  • Under Add a contact (Try it out) have address field so dont have to go back

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                      0 comments  ·  Admin →
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