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Add Contact title to the General section when creating a new Customer
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0
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5
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February 3, 2026
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Merge Appointments when Customer accounts are merged
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0
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5
|
February 3, 2026
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Allow users to check inventory in the "To Location" from a Build screen
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0
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5
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February 3, 2026
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Allow Contacts to be assigned to multiple locations
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0
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7
|
February 3, 2026
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Allow ability to make Assignment a requirement when creating a new customer
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0
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7
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February 3, 2026
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Allow ability to assign a Primary Assignment during Customer Imports
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0
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4
|
February 3, 2026
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Adjust the Customer Number Sequence
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0
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3
|
February 3, 2026
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Additional Customer Attribute, DBA, AKA, etc
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0
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13
|
February 3, 2026
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Add into the customer/vendor Imports or contact Imports the option to set recipient notifications
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0
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5
|
February 3, 2026
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Add Custom Field Information to Contact info block on Account Contact List page.
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0
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4
|
February 3, 2026
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Add a hierarchy tab in striven contacts
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0
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3
|
February 3, 2026
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Add "Default Assignment" button within the Task
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0
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5
|
February 3, 2026
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Account Notes Audit
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0
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4
|
February 3, 2026
|
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Account note change notification
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0
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3
|
February 3, 2026
|
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Account Notes to show on all Customer pages relating to the Customer especially Projects
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0
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3
|
February 3, 2026
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Ability to view customer location list in customer portal
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0
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5
|
February 3, 2026
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Ability to search by Memo on the customer AR Transactions page
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0
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4
|
February 3, 2026
|
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Ability To Rename Payment Profiles
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0
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5
|
February 3, 2026
|
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Ability To Flag Customers Who Exceeded The Assigned Credit Limit
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0
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3
|
February 3, 2026
|
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Ability to decide if Customer needs a Primary Location set or not
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0
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5
|
February 3, 2026
|
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Ability to add new customer from Referred by section of Referral information widget on Customer dashboard
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0
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9
|
February 3, 2026
|
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Ability To Add Contact Category In Add Contact Page
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0
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4
|
February 3, 2026
|
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Ability to add 3rd account types labeled as Donor
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0
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2
|
February 3, 2026
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