Link to share reports with individuals
Please make Reports shareable with the individual VIA links.
Please make Reports shareable with the individual VIA links.
Need to be able to run a report or log on SMS's that were sent to technicians.
Need to be able to see who added, removed, or updated non-job events.
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...
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!
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...
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01-22-2025 11:50 AM | ||
11-27-2024 10:50 AM | ||
10-28-2024 12:02 PM | ||
10-24-2024 09:01 AM | ||
10-16-2024 10:59 AM |