Notifications list shows project and proposal names, but not customer/business names (unless the notification was about one of the contacts taking action). Usually, customer/business name is more important for differentiation and understanding at ...

The referral box in opportunities is worthless because that information goes away once the opportunity is converted to a project.

I'm not sure why inactive products don't have the ability to be deleted. "Delete" should be added to their "..." menu.

We would love to be able to set the deafalt proposal name structure i.e [Client address] - [Quote name] - [Date] - [Version] So the proposal would be e.g Smith Street, 123 - CCTV Upgrade - 26 Jun 2024 - V1 At the moment we have to edit it manually...

It would be great if we could implement a standard ticketing system where you can link new service calls to previous ones related to the same issue. (Like when the same thing keeps breaking down). That way the technician can look and see what days...

to see our service schedule with our project schedule so the scheduling can be viewed in one place.

Would like there to be a more visible indicator of invoice paid status on the invoice (customer perspective). Maybe a big green or red "PAID" stamp, or even a filled-in dot next to the payment term(s) that have been paid.

The ability to add features/add-ons to a monitoring plan and show the price is each add-on. And the ability to format the text in the add-on's description.

As a small company sometimes I get a last minute service call and I don't have the time to add it to the calendar that day. It would be nice to be able to add service calls to previous days.

We would like to see a way of locating the picked pile of equipment on the project dashboard. Once items are picked, they can be assigned a location like the zones in the inventory module. That will allow anyone to quickly reference which room/isl...