Mike at Ziggy
My feedback
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259 votes
An error occurred while saving the comment Mike at Ziggy
supported this idea
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19 votes
An error occurred while saving the comment Mike at Ziggy
commented
Great suggestion, but we provide our clients with products that have options. We need the client to be able to select the required items to be purchased that are detailed on the estimate. Client needs to be able to check a box for the required options. This has been suggested in a previous request. That way, only the selected items are transferred to a sales order.
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34 votesMike at Ziggy
supported this idea
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I have many clients that have multiple departments. I need to address each estimate to the correct person in the correct department. It is embarrassing to the client and myself, that I address an estimate to an incorrect person. Unless I edit the company's primary contact on every estimate, I can not address the estimate to the appropriate person, even though the correct name is already listed as an additional contact inside Books. Please allow us to have a drop down list of contacts to choose from when we address an estimate.