I would love to see a way to “archive” a whole project while still being able to keep the client in our projects. The reason we would find this helpful is in our business we have repeat clients and when we bring them back up after we have “closed” the project it still has all of their previous project’s info. I know you can archive some of it, but some must also be deleted so it doesn’t show. It can be confusing bc for instance the financial documents are not in date order, so sometimes you have CO’s from the first project that comes before the estimate for the next project. I hope that makes sense. It would be nice to either archive the old stuff or be able to save it all to a folder without having to go into each item individually. I hope I explained that well enough.
Also, it would be nice if I could organize my project page by Project Managers.
We Love the contact form that we embedded to our website! That was a great addition!
Thank you for all you guys do!
Suggested by: @Tiffany_Caruso (DAHL Properties LLC)