I think the experience can be improved by making sure that the field
texts are updated. For example, our company has a report that needs a
dropdown field - The drop-down field is a list of names that we need to
pull up in our reporting. When the name...
Feature Request: Is it possible to have an option to add attachments to
Task Managements. Besides the notes/comment section to update task
managements, I think visuals would be very helpful for my team to gather
information on the progress of each ta...
Since Report 2.0 went live, I have not been able to resize the report to
fit on one page like I have with "old reports". There is only one report
I print out, that was "batch detail" report, for our non ST accountant
to verify ST with QB. Can we plea...
We have a number of non-job job types such as "phone call", "parts
list", "vehicle maintenance", "inspection", "prep" etc. I want to pull
job reports and filter these jobs out since they show as $0 jobs and
will be included in the count.Someone sugge...
I would like to start a discussion on outbound calling with ST, majority
of the posts relate to inbound but outbound is about 75% of what my
department does. My department makes outbound calls for general
maintenance on our products so some customers...
Is there a way to have CSR's only see the dashboards you give them
access to? I have looked in setting under role permissions but it lumps
all the dashboards together. I want them to be able to see the custom
dashboard created for them not but the Mo...
when our techs sale an estimate into the job that they are on, the sold
by box when you click the edit pencil by the job action button doesn't
fill in, it only fills in when they sell an estimate onto another job,
not the one they are on. is this a s...
I would love to see the ability to make duplicate reports of my
Inventory Item Tracking Report. This would allow me to have filters that
are saved for frequently used reports instead of having to redo all my
settings and filters each time.
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