Create a Client View of the Order Tracker

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Live

K	Kristen Setliff

Hi, it would be really helpful to be able to share the tracker with clients. In the same way you can toggle on and off what you share with clients on the quotes and such, or if it can be downloaded into a pdf at least to share. This way I can share purchased items with clients.

22-09-2022 -

Activity Newest / Oldest

Cole Mackin

Status changed to: Live

Geena Pearson

I see this went LIVE, yay! It used to be you had to manually update each item in a board. I think I asked ages ago if these could auto update when you've updated in the tracker, but it's still manual. Now that this is live, will that feature be gone from the drop down menu on each item? If not, can you please make it auto update? THANKS!

Meg OBrien

In my opinion, We need the tracker to be able to have a status by item before this can go to a client. When you order multiple items from one vendor it only keeps the status by vendor, not by individual item. I believe this could cause confusion by the client and in the end cause more follow up with the client than is necessary (thus more time spent on something that will take away from revenue generating tasks).

Cole Mackin

Status changed to: In progress

Cole Mackin

Daniella Hoffer Interiors

Really need this, doing it manually right now!

MJG

Yes! Good idea

Meg OBrien

The ability to select what the client will see is a must with this feature

Valerie Betz

Agree!

Cole Mackin

Status changed to: Planned

Holley & Company

Agreed!

Catherine Baker

This would be very helpful and would like both the client login view access (with the ability to toggle fields on and off) and also the PDF would be great for sending weekly updates.

Robin Daly

I send weekly email updates to my clients, and to be able to include a client-facing Tracker would be Ah-maz-ing. It would keep clients feeling that we are paying attention to their long timelines, and give them a sense of comfort in the process.

Elana

This would be amazing!

Lanna Ali-Hassan

Definitely customizable so they can only see certain things

Brenda Cooper

Cant wait for this! please make this customizable