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Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.

MYOB Essentials

Include Short Description of Quotes on the Quotes listing page

TimN
Cover User

8Posts

10Kudos

0Solutions

8 Posts
Cover User

When there's a numerous Quotes for same client, some even with same amount, it' impossible to know which quote is for which job as the Quotes top level listing page doesn't have a short description.

 

Screen shot of my Quotes page shows how same client displays on Quotes list. 

 

Be wonderful if another column can be added to this list with a 'Short Description' of the Quote. 

 

thanks. 

Screen Shot 2015-08-26 at 12.50.01 pm.jpg
3 Comments
MYOB Moderator Steven_M
2,000 Posts
MYOB Moderator

Hi @TimN

 

Thank you for your idea in regards to MYOB Essentials and the quotes page.

Are you able to clarify would you be wanting say the first line of the quote to appear as the description or another box that you can enter data into on the enter quotes screen to enter that description so it appears on the quotes page?

TimN
8 Posts
Cover User

Hi Steven

 

A method to show/hide the description line of the quote would be a good way to identify it in the list.   Or a rollover with popup showing the description. 

A short description on the Quote form would be good too, that populated a new column on the Quotes listing page. 

Either solution works - it probably depends on which is more practical technically. 

 

Thanks. Tim 

 

MYOB Moderator Steven_M
2,000 Posts
MYOB Moderator

Hi @TimN

 

Thank you for clarifying your idea further.

I would encourage other users that would like to see a description for quotes/invoices as to what the transaction is for to vote and comment if required for this idea.