Timesheets
I would like time to be calculated in hours and minutes. Not in increments of 100.
Posts
Technican scorecard pulling in techs incorrectly
When I use the modular dashboard and drill down by business unit (department), it is randomly pulling in technicians that do not belong in that BU and they do not have any opportunities. Any reason this might happen. Example would be that a service t...
Account view of Projects
When in the customer account view, a customer could have several estimates (none of which have an estimate number), along with several jobs and several projects. It would be nice to have visibility at the account level as to which estimates and jobs ...
Link to share reports with individuals
Please make Reports shareable with the individual VIA links.
Resolved! SMS Log
Need to be able to run a report or log on SMS's that were sent to technicians.
Reporting on Non-Job Events
Need to be able to see who added, removed, or updated non-job events.
Reports Not Updating Fields
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...
Add Attachments to Task Managements
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...
Report Formatting
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...
Resolved! Invoices Not Sent
Hello I was wondering if there is a custom report I could generate that would allow me to see invoices that were not emailed to the customer. Thank you!
