Feature Requests

It would be nice to be able to name each location that we have tied to a customer account. For example, we sub to electrical contractors at multiple different locations. It would be nice to be able to name each location in accordance with the name of the end user.

I would really like to be able to copy a contact from Portal to Outlook. It would save me so much time.

Having the ability to have different people per company profile as contacts.

Add Dealers / Vendors category under the People section under More.

When you guys add a CRM/call logging option per client with follow up dates, let me know i'll pay double lol

Should be able to create a new contact from a new proposal page.

It would be great if you had the ability to manage marketing emails.

Ability to export our full list of Portal contacts into a spreadsheet so we can then import into other tools.

Add ability to remove terminated employees from sales person from filter in Proposals tab, even if there are completed or archived proposals attached to them. We don't need 10 previous employees clogging up the filter options.

Portal is a one-way sync with other apps, which is fine, but please include client email address and street address in what is sent to Zapier. We do our accounting and invoicing in a 3rd party software and don't want to enter in emails twice.