Knowledge Base & Forums/User Forums/Studiometry Feature Requests
PlannedDoneNot planned
Specs for clients (as well as projects)
Craig Harman
suggested this on July 20, 2011 07:42 pm
Any chance of being able to add "Specs" to a Client as well as a project. There are some things that are client specific (such as FTP details) rather than project specific that would be better as a specification than a note.
Comments
If client-specific specs can be used in reports, that would help us re-use the same specs among multiple projects (as most of our specs are client-specific and only a few are project-specific) and help reduce redundancy and human error.
Yes, this an ESSENTIAL feature -- things like the assigned account executive from our company to the client, FTP credentials, CRM notes, Industry category, TAX examptions, Credit limit, Who referred the client, Client brief/profile, Client-wide standard markups or flat rates, etc. etc.
This feature will be included in Studiometry 10.0 when it is released in September of this year. We will have a public beta beginning later this summer if you're interested in testing out this and other new features before they are included in an official release. Thank you for the feedback!
Hmmm, if this is an invite to put my name on the beta tester list. Count me in!
If it's an indication that this will be a public beta, even better!