[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
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QuoteWerks Enthusiast

23 Posts

Posted - 10/24/2016 :  10:11:55  Show Profile  Visit dhudik's Homepage
Is there a way to customized the dashboard to filter by the Due Date or a custom field rather than the document date? It doesnt seem to make sense to use the document date when a quote is generated in the first quarter and it wont land until the 4th quarter.

QuoteWerks Genius

United Kingdom
2163 Posts

Posted - 10/25/2016 :  04:53:59  Show Profile  Visit stevesiggs's Homepage
I don't believe that there are any customisation options around the QuoteValet Dashboard at this time. That's a great feature request though' send it to development@quotewerks.com!

Stephen Siggs
Hilltops IT / ConnectIt Software
QuoteWerks Solution & Development Partner since 2005

Skype: stephen.siggs
Tel: +44(0) 344 357 7360
Cell: +44(0) 7875 423661
Email: steve@hilltopsit.co.uk
QuoteWerks services - www.hilltopsit.co.uk/quotewerks
QuoteWerks add-ons - www.connectit-software.co.uk
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Technical Support Manager

765 Posts

Posted - 10/25/2016 :  11:36:39  Show Profile  Visit qw_Shawn's Homepage
I concur with, Steve.

If you are interested, our development team frequently adds new features to QuoteWerks throughout the year by releasing new builds. Many of these features come from requests from our customers. While there is no guarantee that your feature request will be added, please feel free to send an email to development@quotewerks.com with a detailed description of the feature that you would like to see incorporated into future builds of QuoteWerks.

Sending a feature request to our development team by email ensures that your request will be saved to our database. Our developers frequently search through this database for new features.

Please send a separate email per feature request.

Best Regards,

Shawn McNamara
QuoteWerks Technical Support, Level 4
QuoteWerks Team Member Since June 2010
Aspire Technologies, Inc.

See our Tips & Tricks videos on our YouTube Channel www.youtube.com/quotewerks
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