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More detailed Clients dashboard
The Manage Clients dashboard page is fine to get an overview of all the clients.
However, it would be even more helpful to have a couple of extra display options:
1) the email address should be a mailto: link
2) an extra column showing what Projects are active for each contact would be very helpful. (Alternatively: a link to the Manage > Projects list narrowed to that client.)
3) an extra column showing what Invoices are active for each contact may also be helpful. (Alternatively: a link to the Invoices dashboard narrowed to that client.)
4) an extra column showing an account balance may also be helpful. (Not sure what this should be – lifetime, YTD, outstanding?)
5) a filter to narrow the search to just Clients with active projects, Clients with completed projects, Clients with open invoices, etc.
These are features I’ve been seeing on competitors’ sites during my evaluation that I think would be useful for Harvest.
I agree.
When I’m not in “Time Entry” or “Time Approval” mode, I’m in “Client Management” mode. Client management mode means: “Getting an Account Statement” (of all invoices sent to client plus payment status) or “Invoicing a (single) Customer”.
I really don’t like all the drill-down that I have to do, currently (on the invoices page), to find and create invoices for a customer (it seems like I’m constantly having to re-select the client from a huge drop-down list of all my [50 or so] clients). I want to just go to the customer/project page once and then view and create invoices for that customer.
Now, once in a while (but less frequently) I’m in invoice reporting mode, where I want to know “who owes me money (and how much)?”, “who’s past due on invoices?”, “how much did I invoice in april?”, etc.
So, I’d love to see more capabilities that let me drill down and focus my view on specific clients (without having to drill down under the Invoices page/tab).
Hi Danny, thanks for the Ack. FYI, I just had a conversation with one of our project managers today who communicated to me that “it sometimes feels like it takes way to many clicks to get stuff done” in Harvest.
