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Improved

Fixed

salesbuildr

To Do

In Progress

Done

Closed

Peer testing

Documentation

High Priority

Low Priority

[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

Feature-requests

[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

[CMP]_Whitespace

[CMP]_Opportunities

[CMP]_Pricing

[CMP]_UI

[CMP]_Bundle

[CMP]_Email

[CMP]_Notification

[CMP]_SalesTaX

[CMP]_Contracts

[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

Variable

[CMP]_Marketplace

Audit

[CMP]_Dashboard

[CMP]_UserManagement

KPN/RoutIT

Integrations

[CMP]_Discount

Backlog

Next up

Main Roadmap

<p>Tasks for improving customer support.</p>

Customer Support

Hey {name|there}! 👋

<p>The information from salesbuildr, for example notes, is displayed in Autotask but not in salesbuildr. In salesbuildr, only the notes entered from salesbuildr are visible. Notes entered in Autotask are not visible in salesbuildr. This means that when working from salesbuildr, information is missing. Can this be resolved?</p>

Display opportunity updates / notes in salesbuildr

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Salesbuildr

Display opportunity updates / notes in salesbuildr

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