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RE: Create client from estimate IN: Feature Requests
It seems daft that I can add a new client from the invoice page, but not from the estimate page!
I often have to create a quick quote for a potential new client, and it would be ideal to be able to quickly just type in a name, so that I can do this.
Big old Christmas please on this one!
RE: Notes for clients & quick estimates IN: Feature Requests
So, I have been using Harvest for ages now. Love it!
Two things that would be ultra useful to me are
1. Notes for clients:
I would love to have a small notes pane where I could add very simple text notes for any given client. At the moment I have to rely on other software which in turn duplicates my database. I have looked at basecamp / highrise, but it is just overcomplicating things for a simple 2 line note. I would rather just have it in harvest.
2. Quick client entry in estimates
I regularly have to create very quick estimates but find it frustrating that I have to add a client before I can do this. I have just seen that it is possible in the invoice creation stage to add a ‘new client’, but it would be great if I could do this with estimates too. Pleeeeeeese!!
Thanks for all the hard work people! I think that you are doing a great job on harvest, and I am particularly loving all of the new visual enhancements, from the new invoice layouts to the subtle backend enhancements.
Regards
Martin
Your-Web-Designer.co.uk