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
ADMIN RESPONSE
Apr 13, 2017
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
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
This would definitely help KF to become more of a sales tool for businesses, in their way.
Great news - today's KashFlow release includes the ability to change the quote status from the main Quote dashboard.
Thanks for your feedback!
Natasha
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