Feature Requests

While creating a Note in Project Timeline, it would be very useful to be able to create a Task based on the note (it would just pull the note into the Task, and then adjust text as needed)

Bringing over Encircle Folders with integration so things are better organized and not just tossed into one folder

Need the ability to integrate with multiple xactimate accounts based on company locations

It would be very helpful to have Pipedrive integration. This would make it easy to sync contacts and sales activities between the two platforms.

Ability to have a project close out automatically when all payments have been received

Ability to send over tags and description

We use drylink for our psychometric readings and it would be great if you could establish that integration.

Email from Albi to show full name of sender rather than their email user name. For example: Mark Van Pelt vs markvp