Quote Summary on Dashboard - more information

Question asked by Abigail Bryant 9 years ago

Hi

I find the Quote summary on the Dashboard a useful way to keep track of my current costings. However, I frequently provide numerous costings to the same company for different project. Is there a way to add to the present 'client' and 'cost' fields that show up in the summary? A 'project name' or 'project summary' field would help to identify the individual costs/projects.

This is what you currently see in the Quote summary:

Joe Blogs Ltd £1234

Joe Blogs Ltd £4567

This is what would make it better

Joe Blogs Ltd Big Build Project £1234

Joe Blogs Ltd Another Build Project £4567

Thanks!

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1 Reply

Hi Abigail - I think this is a good idea, so if you can, reclassify it (or repost it) as an Idea rather than a question and we can see how many people vote for it.

Best answer
9 years ago

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