I have 3 additional users on my account who need to be able to find invoices without using invoice numbers yet they don't have a search box option.
It is proving to be extremely frustrating for them and me as I am having to search for things for ...
It would be usefull to see the total value of quotes sent or pending a customer decision and total value of quotes won or lost etc. In other words you would be able to see the total value of quotes under a specific category/flag so that you can tr...
I have noticed the financial information on the dashboard short cuts you to the data, however I am using the flags on my quotes and they show on the dashboard but you can not click straight to the data.