Client reports
Is there any way to add a file or note that the client can see when they login to the client area? It would be helpful but I can't see a way. Any help would be appreciated.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
Support Staff 1 Posted by Seth B on 28 Oct, 2013 07:21 PM
Hi Ronick,
No there's not a way to add anything like this to the client interface
currently.
Just curious - what would be the content/purpose of this message?
2 Posted by Ronick Cook on 28 Oct, 2013 07:26 PM
We provide our clients with reports and I needed some way to give them
either a link to the report or be able to upload the report so they see it
when they login. I'm actually looking for another software that can do that
but I liked yours so I thought I would ask first.
Support Staff 3 Posted by Seth B on 28 Oct, 2013 07:28 PM
Something like Basecamp (http://basecamp.com) would be perfect for this. I
use it myself.
We integrate with the older version of their program (Basecamp Classic),
and will be working on integrating with the newest version shortly. Our
integration syncs clients / tasks between the two programs.
4 Posted by Ronick Cook on 28 Oct, 2013 07:31 PM
I understand. I just don't like the idea of paying for two different
programs to do this. Especially when I only need that one feature. There
has to be a program that allows you to share files/notes and invoice
combined.
Thanks,
Ronick
Support Staff 5 Posted by Seth B on 28 Oct, 2013 07:33 PM
I understand totally - and we are considering extending our project
management to include stuff like this.
In the meantime, you might be able to get away with using Dropbox (
https://www.dropbox.com/) and including links to files within your invoice
comments or notes.
I know a few customers who work this way, and it works for them. Dropbox is
free for I believe 2gb storage, so you shouldn't have to pay for 2 programs
this way :)