Dashboard Analytics | Voters

Dashboard Analytics

planned

Katrece Boyd

Right now we only can see a Total Sales Breakdown 30 days in the past. Can the dashboard be updated so we can pull and manipulate data for All Years, 30, 60, 90 days, etc? Also booking averages based on these time periods and any other info that will help us in planning. Thanks!

August 11, 2021

Desemal Thomas

HELP DESPERATELY NEEDED.  I need ALL the quote / invoice fields to be EDITABLE. Currently, we have a client who needs us to send:- HER, 
Her Injury Clinic Caseworker  and HER Insurance company
a copy of the SAME QUOTE. The duplicate button works but only partially. I can duplicate but cannot edit any of these fields- NAME / EMAIL / PHONE.
Once the quote /invoice is created - there is no way for us to MODIFY it and send it to ANYONE ELSE.
This is causing us so much stress. I have repeatedly asked for these fields  be made editable and to this time of writing they are still LOCKED. 
I have to now manually do over 4 entire quotes in FULL  to send to these THIRD parties. TOTALLY RIDICULOUS and a MAJOR time waster. 
Is it that hard to make 4 fields editable?these fields
END OF RANT!

Convert Labs

Desemal Thomas: We're seeing how quickly we can add this for you!

Desemal Thomas

Convert Labs: Thank you, I would truly appreciate it. 😐

Convert Labs

Desemal Thomas: This is being released now!

Desemal Thomas

Convert Labs: THANK YOU VERY MUCH. HAPPY DAY! Appreciate the hard work.

Convert Labs

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