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jamesramsay

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  1. 1 vote
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    jamesramsay commented  · 

    Implementing a feature that allows for separate management of construction projects within the same customer account while maintaining distinct budgets, locations, and financial records would indeed be a valuable addition to small business software, especially for construction companies. This functionality would streamline project management and financial tracking, ensuring clarity and accuracy for each individual project. Additionally, enabling customer access to project-specific information via a portal would enhance transparency and communication. While such a feature may not currently exist in many small business software solutions, its implementation could greatly benefit construction businesses and improve overall efficiency in construction estimation https://royaltakeoffs.com/ and project management.

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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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