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Accounting and Billing

by in Ideas
‎04-21-2022 08:00 AM
‎04-21-2022 08:00 AM
Payment emails should include the detailed invoice and sent to the responsible billing individual noted on our account, not just a receipt. Each month, I have to go to My account/billing/select detailed invoice for the date needed and then download a copy, save on my PC and then email to the owner. This is a necessity for payment method backup records.    This is extremely inefficient and time consuming.  ... View more

Re: Use Email As An Option for Multi-Factor Authen...

by in Ideas
‎04-21-2022 07:49 AM
‎04-21-2022 07:49 AM
I do NOT like using my personal cell phone to authenticate. We should have a work email option! We people are accessing the same account, and in order to sign people in, I need to have them let me know that they will be sending me a code and then I have to send them the time-sensitive code back to just log in. Worst change ever! ... View more

Print contact report

by in Ideas
‎10-19-2018 02:10 PM
‎10-19-2018 02:10 PM
It would be helpful to be able to print an engagement report for a contact. Many times a client will claim they have not been receiving our emails and have had to provide screen shots which is ridiculous.  Go back to the old way of printing the report. ... View more

Re: Merging the contacts

by in Ideas
‎09-05-2018 02:38 PM
‎09-05-2018 02:38 PM
Yes, we need to be able to merge a contact with all info to include engagements!!! ... View more
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