Hello.
Just started using estimates for client quotes and realised it would be great to be able to see the running total of all open quotes in my Dashboard. Could this be squeezed into the space under Owed and Owing (as below)?
Hello.
Just started using estimates for client quotes and realised it would be great to be able to see the running total of all open quotes in my Dashboard. Could this be squeezed into the space under Owed and Owing (as below)?
Hi Bluesden,
Generally I think is is a good idea but some people, like me, use this space for other things. I quite like the clean style from quickfile and that each page is not overloaded with a lot of different things. So, in my case, there would be one more item on the dashboard and with all the other requests from other users for things they want to see on the dashboard, I would say, it is becoming to much. But it is only my opinion and other user may think differently about this.
But I also said it is a useful tool and it would be create to have it without many clicks to make. So, one idea is maybe to add a shortcut link to your custom menu on the left hand-side? Then you could see it with one click. That is what I do at the moment.
Or, if quickfile add this as a feature in the future, may they could add it as an option which you can choose somewhere in the accounts setting with a on/off toggle, or so.