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.
4 comments
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Allcomputersystems 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.
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Edward Radonic 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.
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Oranged Support 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!
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kadso 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!