EFSJ CRM

CRM bottleneck engine runs the Oct 1 meetings until cutover

[Bug] Attempted to close out two jobs we did not win; they were resubmitted as new quo...

[Bug] CRM will not allow me to add a new company...so i cannot submit a quote request

[Bug] Job 12318 - KK14, Aaronson: I'm trying to mark scopes won and it gave an error t...

CRM clean rebuild experiment

Hard dates now reach the FEO schedule: interim Airtable fix live (Schedule Item to QR lookup + checkbox automation)

Add "Cabinetry Hardware" as a real scope category? Ripple-effect list for the Airtable workspace

[Bug] All pages are very slow, some aren’t loading at all and other features aren’t lo...

Build the ask-the-rep scope conflict step on QR submit

Reopening a lost scope clears its loss date/reason/competitor — is that snapshot enough, or should the loss history stay visible?

Add Row-Level Security policies to all CRM tables

[Bug] It won’t let me add a new bidder. I click to add and it’s just frozen. Even if I...

[Bug] When entering a new QR, I was not able to add a new contact and select a current...

[Bug] Nick. On my Misc follow up task that says 8/18 emailed to follow up, it looks li...

[Bug] I went to submit a cabinet quote request and received a note that said “load fai...

[Bug] As I was trying to report my last issue, the screen froze again and I couldn’t d...

[Bug] I was creating a new lead for cabinetry and the opportunity existed already for ...

[Bug] 9628 - Pelts residence. I have a task that is on for today. I've added notes ...

[Feature Request] We may need to have separate job task/files for jobs that have W&D and cabinetry...

[Feature Request] I would like a separate feature: Customer List/Database whereby I can enter all ...