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Improved

Fixed

salesbuildr

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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>Is there a way i can add notes on an item in salesbuildr that will transfer the note to the "note" field in the autotask item note?</p>

Syncing a note or weblink on an item in a quote on Salesbuildr to ticket in Autotask

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Salesbuildr

Syncing a note or weblink on an item in a quote on Salesbuildr to ticket in Autotask

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