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March 7, 2023
Question

The way the open/empty lines on estimates work when clicked into has changed, and I'm wondering if there are settings to change it back?

  • March 7, 2023
  • 1 reply
  • 0 views

Up until a few days ago I would simply click once into the empty product line on a new estimate to open it up for selecting my product and the cursor was already there for me to type/search for it. But now it all of a sudden doesn't allow for typing when it opens until you click a second time or double click it from the get go. It doesn't make any sense to have a second click when there's no other reason to open that box unless you're planning to type in a product. Is this something that can be changed back in settings somehow? I know it seems like a minor thing but when you do multiple quotes a day with lots of line items on each, it adds up to a truly stupid amount of extra clicks. Thanks for any help. 

1 reply

March 7, 2023

Hello there, SySperling24.

I appreciate you bringing your concern and insights about adding items to estimate in one click. I got your point, and I see how important to add them easily. That surely helps you run your business seamlessly.

Let's send this suggestion to our Product Development team by following the steps below. Our developer will evaluate your idea/insights.

 

  1. Go to the Gear icon.
  2. Select Feedback under Profile.
  3. Enter your suggestion. Then, click Next.

 

You'll want to check these articles to learn more about managing your sales transactions:

 

 

Please let me know if you have more concerns about managing estimates/other sales transactions, and other things related to the program. I'm always here to help in any way that I can.