When onboarding a client, she first filled out a questionnaire, which created a project. Then she purchased a package but somehow in the process created 3 separate projects for her Kitchen, Living Room, and Bedroom - when the package is the entire home. Now I have 4 projects when I’d like them all to be under one. Would love to combine these! Is this possible???
Also, it would be nice to organize the project screen either alphabetically or chronologically.
Amanda Hood
•
Mar 5, 2025
I love the option to copy project folders, but it doesn’t help much to copy/merge if there isn’t an option to take all messages, Po’s, invoices & such with the project. It makes it extremely difficult when doing multi- room projects.
Kelsey Nicole Huggins
•
Mar 11, 2025
Agreed! Trying to work on a multi-room project myself and have 4 different projects created. makes it messy and overcrowded when it doesn’t need to be!
Karen Hattan
•
Feb 17, 2025
If we could create “folders” within a Client Project, that would be very helpful, so we could have a folder for the dining room designs and a folder for the bedroom designs, etc.
Emily Sunderlin
•
Jan 20, 2025
This would be very helpful to have. For example, I had a client submit a request and fill out the questionnaire but then come back in and purchase a consultation package. Now they are in two separate “projects”. I understand how to copy over boards but we cannot do that with the questionnaires and now I have two projects taking up space
Emily Sunderlin
•
Jan 20, 2025
This would be very helpful to have. For example, I had a client submit a request and fill out the questionnaire but then come back in and purchase a consultation package. Now they are in two separate “projects”. I understand how to copy over boards but we cannot do that with the questionnaires and now I have two projects taking up space
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Comments6
Kelsey Nicole Huggins
Mar 11, 2025
When onboarding a client, she first filled out a questionnaire, which created a project. Then she purchased a package but somehow in the process created 3 separate projects for her Kitchen, Living Room, and Bedroom - when the package is the entire home. Now I have 4 projects when I’d like them all to be under one. Would love to combine these! Is this possible???
Also, it would be nice to organize the project screen either alphabetically or chronologically.
Amanda Hood
Mar 5, 2025
I love the option to copy project folders, but it doesn’t help much to copy/merge if there isn’t an option to take all messages, Po’s, invoices & such with the project. It makes it extremely difficult when doing multi- room projects.
Kelsey Nicole Huggins
Mar 11, 2025
Agreed! Trying to work on a multi-room project myself and have 4 different projects created. makes it messy and overcrowded when it doesn’t need to be!
Karen Hattan
Feb 17, 2025
If we could create “folders” within a Client Project, that would be very helpful, so we could have a folder for the dining room designs and a folder for the bedroom designs, etc.
Emily Sunderlin
Jan 20, 2025
This would be very helpful to have. For example, I had a client submit a request and fill out the questionnaire but then come back in and purchase a consultation package. Now they are in two separate “projects”. I understand how to copy over boards but we cannot do that with the questionnaires and now I have two projects taking up space
Emily Sunderlin
Jan 20, 2025
This would be very helpful to have. For example, I had a client submit a request and fill out the questionnaire but then come back in and purchase a consultation package. Now they are in two separate “projects”. I understand how to copy over boards but we cannot do that with the questionnaires and now I have two projects taking up space