GoProposal Ideas Portal

20 Vote

Mark a client as an ex client and feed this into the Contact Hub

Income graphs continue even if an ex-client - so we have some clients in the Contact Hub who are no longer a client and haven't had a new proposal but there income graph is assuming that they are still a client and still have income i.e it hasn't ...

Created 21 Feb 19:16 by Guest

Existing Integration

2 We're Taking A Look At This
4 Vote

Show Transaction Volumes On Invoices

To make fee reviews easier from Xero, show variations on invoices. For example, the number of staff on payroll or the number of transactions.

Created 08 Mar 09:11 by Danielle Fisher

Existing Integration

1 We're Taking A Look At This
2 Vote

Remove version numbers from Xero invoices

The version numbers can be removed from the proposal itself, but still appears on the Xero invoice. I'd like the option to toggle this 'off', or a new place holder minus the version number for 'proposal ID'

Created 21 Mar 18:00 by Emily Wilson

Existing Integration

0 We're Taking A Look At This
1 Vote

Assign Contact later when linking to Quickbooks

Would like the ability to assign the Contact to Quickbooks later when using the integration.

Created 26 Mar 14:36 by Guest

Existing Integration

0 We're Taking A Look At This
1 Vote

Contact Hub - Upload from Senta duplicates Contacts as Organisation and Individual

When you import the contacts from Senta to the new Contact Hub it appears to be duplicating the contacts. For example, the director is a contact on the Limited company in Senta so it pulls through the company and the individual both as organisatio...

Created 21 Feb 17:44 by Guest

Existing Integration

0 We're Taking A Look At This