Maria Attard
Commented on Enhanced Filtering in Contact Card Communication Paneloh wow! you guys actually implemented a search bar? ThanksCommented on InventoryJust wondering if there is any update with this? Or is there any other software that Formitize could communicate with to get this data as a view-only option perhaps?Upvoted InventoryUpvoted Customizable Default Settings for Invoice Email OptionsCreated Ability to select different emails when sending quotesCreated Save and Exit Button for QuotesUpvoted Bulk Export of PDFs (Resources)Commented on Export Datagrid/Smart tables view as CSV (Report)Thanks for the tip Keith. It would be helpful to have it the columns in the correct order, as we are trying to streamline our processes in our company. Also, another reason this would be helpful is because I'm assuming the average person who uses this function would not want to b…Commented on Export Datagrid/Smart tables view as CSV (Report)Thank you for completing this feature. This is a huge step forward that will help our company become more efficient. I have tested using this with good results, but still needing improvement. As you can see from my screenshot the order of the columns that I had in my Smart Table…Created Multiple Emails Templates for Quotes AND cc functionUpvoted REPORTS: Easier editing of CSV report settingsCommented on Customise Quote & Invoice Email Subject LineHi Gordon, I agree with you. it would be very beneficial if there was a function to set up the initial quote email to have the following: the ability to add emails for cc to be able to modify the replying-back email i.e. sometimes I may need another specific person/group to recei…Created Enhanced Filtering in Contact Card Communication PanelUpvoted Invoice Deletion upon Job RemovalUpvoted Mobile Assets Shown on Job in the APPCommented on Export Datagrid/Smart tables view as CSV (Report)This would be very helpful. I am currently trying to copy/paste from my quotes and invoices tables to an Excel spreadsheet. However I am picking up background data in this process. By being able to simply press a button to export a CSV file based on the vie I'm seeing would be ex…