Might be nice to have a button to click to start the procedure
Also I spent a lot of time turning on and off columns and re-arranging them and sorting - but no SAVE or Save Default across the database
Searching for bids greater than a certain date or range. Comparison doesn't seem to to ranges (ie greater than or less than)
Would nice to see a column where the branch structure is noted or at least the branch the estimate resides under
Would also be nice to be able to fill in certain missing information from this screen - perhaps a few missing pieces or even a fill down capability
And I echo the Idea from a previous user....need some fields from the totals page (even subtotals or certain addon values)
Thanks right! Trying to make it a bit more like an Explorer product :)
by: Mike O. | over a year ago | Other
Comments
Thank you for adding all the estimates to the grid in 19.1 by clicking "All Estimates"
Filtering works great
Adding columns works great
Moving columns works great
Saving all your hard work does NOT yet appear to be a feature (all users / local user)
Saving the default grid layout - is set by Sage not users
If estimate information is changed, grid does not change - need a refresh button that does not wipe out your grid layout
Displaying or allowing columns for add-on amounts or estimate summary fields such as grand total, item count or cost / unit does NOT yet appear to be a feature
Editing or typing in missing information on the grid does NOT yet appear to be a feature
Adding / removing columns appears to remove or reset filters to default
Thank you for your submission, we have added it to our backlog and will prioritize accordingly.