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Hi - installed ver 6, trying out Quotes; found that only labor items that I had previously created specifically for Contracts are showing up, none of the other normal imported QB Labor items are there. I'm sure it's just a check mark box somewhere to fix - appreciate any ideas. Thank you!
Aaron Barnes |
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Thank you lpopejoy for the heads up. So.. *scratching head* um, a guess a plausible workaround is to create same labor item (with name slightly different) but as a 'unit' instead of as a 'hour'?
Disappointed here as well by that, going to create duplicate labor items just for the sake of being able to use the 'quotes'. Ha, feel like I'm using Apple's new mapping system. No offense intended to the developers / programmers, just really feels like something that wasn't thought all the way through for the end users. Awesome idea (really the only reason I upgraded) but the actual use of it leaves one wanting. Am going back to using QB estimates. |
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I created an item called "labor" and just use it for project labor. It works OK.
IMO, the value of having all of your activities for an account easily asescible under the respective tab of an account far out ways the inadequacies of the quoting module. Also, the beauty of doing a quote, which can then be directly converted to a ticket is great. Greatly enhances workflow and increases accuracy by reducing double entry. ...any all that to say... Every piece of software is going to have some annoyances. For crm to be effective it has to be used. So I would say pick one that you can live with and then just overlook the "nuances" (or beg/bribe the developers to fix them). ;) |
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Thanks guys. Well, I can't say much on this except for hinting that 6.1 is coming :)
The first Beta invites will be sent next week. Wanna join? see the details and apply here. |
