Estimates & Invoices - SORT EMAIL option
For Estimate & Invoices in Books, when finalizing an invoice or estimate and preparing to email to a customer the email addresses are all grouped at the bottom of the page, and not sortable. This is a b ig inconvenience when the customer has multiple contacts, as one has to scan the big jumble. The current display shows contact emails from left to right, top to bottom, in order the contact was entered into the zoho. It would be a very nice feature to be able to sort this as a list, alphabetically by first / last name.
A lack of this particular feature, standard with all CRM systems I have worked in, makes the zoho inconvenient and takes a lot of extra time. I have many customers with over 20 individual contacts.
Another half arsed workaround would be to have the ability to mark multiple contacts as primary, with different designations or by importance.
Anonymous
shared this idea
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Brynn Reign
commented
I understand the importance of organizing email addresses more efficiently, especially when dealing with multiple contacts. Your idea to implement alphabetical sorting options by first or last name would greatly streamline contact management and improve efficiency in construction estimating tasks.
Additionally, your suggestion to allow for marking multiple contacts as primary or assigning different designations based on importance is a practical approach that could significantly enhance flexibility and productivity in construction estimating workflows.
Rest assured, I will pass along your feedback to our development team. We are committed to continuously refining our platform to better serve the needs of (https://texasestimation.com/) construction estimating professionals like yourself, and your input is instrumental in this process.
Thank you once again for your valuable suggestions. We look forward to implementing improvements that will benefit all users in the construction estimating community.
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jamesramsay
commented
Thank you for sharing your feedback and suggestion for improving the functionality of Estimate & Invoices in Books. It's important for us to hear from our users about ways we can enhance their experience with our platform.
I completely understand the inconvenience of having email addresses grouped at the bottom of the page and the challenge of sorting through multiple contacts, especially for customers with numerous contacts. Your suggestion to allow sorting the email addresses alphabetically by first or last name would indeed be a valuable addition and could streamline the process significantly.
Additionally, your idea of marking multiple contacts as primary or assigning different designations by importance could serve as a helpful workaround while providing more flexibility in managing contacts.
I'll make sure to pass your feedback along to our development team for consideration as we continue to improve and refine our platform. We appreciate your input and are committed to providing solutions that meet the needs of our users.
If you have any further suggestions or questions, please don't hesitate to reach out. We're here to help!
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