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Ability to change quote category status quicker

I'd like to be able to change the quote category status from the main quotes list page.
Currently I need to select the quote, click edit, adjust the dropdown & update.
Being able to adjust the category by having an option button at the top of the screen after selecting quotes by their checkbox would not only be quicker, but would mean that their is less chance of accidentally editing the quote after it's been sent to the customer/prospect
  • Charlie McCluskey
  • Jan 10 2017
  • Complete
  • Apr 13, 2017

    Admin Response

    Hi Charlie, Thanks for your suggestion. That's a great idea, we will look into how we can implement this in our future development. Many thanks
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  • Rich commented
    January 10, 2017 09:17

    I would love to see this, it would certainly make the estimate 'categories' feature a whole lot more useful if you are able to quickly change categories from the list page

  • Admin
    Natasha Chryssafi commented
    April 13, 2017 08:19

    Great news - today's KashFlow release includes the ability to change the quote status from the main Quote dashboard.


    Thanks for your feedback!

    Natasha