Show the contact's position when sending invitations
Could you please add the contact's position next to their name on the selection page for sending invitations?
Some subcontractors include their project manager's contact on Estimate One, but we only want to send quote invitations to the estimating team, because the site staff won't care about the invitations.
When sending invitations, only their names are displayed, so we can't quickly tick the people who actually does estimating.
If there is not enough space to show their positions, remove the phone number column, because when sending bulk invitations, their phone number is the last thing we need to know.
3
votes
Kai
shared this idea
Hi Kai, thanks for the suggestion. Providing you with more information such as this is something that is currently on our radar.