Site Names and Filters on Quotes & Invoices

Description:

We have received valuable customer suggestions to enhance our Quotes and Invoices by adding site names and additional filtering options.
These proposed changes aim to improve clarity for locations with multiple sites and streamline the process of managing and locating specific Quotes and Invoices.
Please note that these are potential enhancements and are currently under review. We will conduct a feasibility study and prioritize the request accordingly, while also considering other comments and feedback on the feature board.

Details:

Site Names on Quotes and Invoices: THIS IS LIVE
- Display site names on both Quotes and Invoices, especially when there are multiple sites at the same address.
- This feature is essential for customers with multiple buildings at the same address, as it will clearly indicate which site the Quote or Invoice pertains to.
Additional Details on Quotes:
- Show the site name and the name of the person who issued the Quote on the summary page when you go to CRM > Quotes.
Filtering Options:
- Add filtering options to allow users to filter both Quotes and Invoices by site name.
- For Quotes, include an additional filter to sort by the person who issued the Quote.

Use Case:

Government Contracts and Multiple Departments: Highlight the specific need for site name customization on invoices for users managing government contracts or similar arrangements where a single location may encompass multiple sites, such as different departments within a hospital. This use case underscores the necessity for detailed customization to ensure clarity and accuracy in invoicing for complex organizational structures.

Benefits:

Clear identification of sites on Quotes and Invoices, reducing confusion and the need for constant communication.
Enhanced user experience with the ability to easily filter and find specific Quotes and Invoices.
Streamlined communication and improved management of Quotes and Invoices.

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