Improve Client Users & copying of templates.
Hello.
Can we please get updates to how we use clients in Projects in the following ways:
1. Improve it so clients can be imported from crm without sending portal invitation
2. Improve it so you can add projects to clients after the initial client import screen. Right now you can projects to clients only in the client import screen. What if I have recurring projects for the same client? I still need that project to be listed under the client and not under my organization.
Zoho....why why why must we have to write EVERY template from scratch. this isn't rocket science. the ONLY reason to use a project management application is to make things easier so I'm shocked that there's no copy feature for Project templates, milestones, tasklists and tasks. All of these should also have templates as well as copy features. Currently none of them have copy features (FAIL) AND ONLY Projects and tasklists have templates. Also, all of these should also have move features. currently only tasks have move features.
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Sticky Posts
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