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Hi, could you please also add the Group Name to the Job Manager Columns as this would help manage open jobs much more effectively

It would be beneficial if notifications were displayed on the job dashboard in XPM, specifically for each individual job.

I feel like I used to be able to print the Notes Section of the jobs in the reports - has that feature been removed? If so WHY WHY WHY

More efficiencies to be gained from adding this feature.

We want to use XPM Job Manager as our sole means (currently have hybrid system) of managing workflow and being able to enter notes directly to jobs from the Job Manager screen, and also view those job notes directly from the Job Manager screen would make the whole process much easier to manage. Also be be able to export reports from this screen would be great. Common questions we have are 'why is this job at x state' and 'when is the last time the client was contacted about this', and thus being able to put a reason/note at that status column would give info to those responsible for review and management of workflow. Could generate engagement letters from Job Manager?

This is super important and one of the most annoying features that isn’t in XPM.

Just say the client goes on holiday for two weeks and you need to get back in touch with them at x date, to be able to have a note viewable on the job page is very helpful. Yes you can update the job status and start date but it’s more clunky and too general.

Is it possible to add a few extra columns to XPM - All jobs board rather than creating different reports or clicking on different jobs/pages to collate basic client information. I would like to add the following columns to assist with Trusts and Superfunds.

-Trustee/Company Name
-Invoice Number

Currently, if you invoice a Trust e.g. ABC Family Trust for XYZ Pty Ltd (Trustee), I would like to see both entities in Jobs board and not just ABC Family Trust. This comes in handy when chasing payments or matching jobs as a result in separate jobs linked to a Trust or Superfund. E.g ASIC annual reviews are billed separately to tax returns and so forth. Happy to discuss further. Thanks.

we use notes in the job for this and yes would be good to be able to view the notes from the job manager view.

Please please please please can you add a column for notes on the jobs manager screen

Would be handy to be able to put in comments regarding why a job is at a particular stage rather than have additional multiple stages.

That would make a huge difference, please add.

Yes please, add this feature.

This would be a great feature. Please add it.

Yes - please add this feature!

It would be great to have notes in Job Manager, to improve communication on jobs with other staff members.

Please add this feature!

I love the new Job Manager view where you can hide or show columns as you need. I would LOVE a column for comments. For example say a job is waiting for a client to send a particular document I'd love to be able to add that in that view. Or maybe that field could show the latest note made in that job. It woudl save us having to click into the job to see what was holding it up.

Being able to add a quick pop up note (similar to in excel) on a job in the All Jobs area of XPM would be fantastic. So you can quickly write something like 'Waiting on home office' or 'Waiting on ANZ PIE income to file' or something similar - a quick easy way to figure out where the job is at but a bit more detailed that the 'status'.

Using notifications are a great way to communicate on a job and keeping the history of the same. One frustration I have is when a new note is created I get a notification to tell me a new note has been added but I do not know what the subject of the new notification is from my on screen notification. This can be a problem as some notifications take only a few moments of my time whilst others require me to set aside a substantial amount of time, but I cant tell which it is from the on screen notification. Once i click the onscreen notification, if i don't have time to deal with it right away, i will need to keep track of this elsewhere. Had i known what the subject was I would leave it on my list until i have set aside enough time. [i am aware that when we use "add a comment", the note title WILL appear in the on screen notification].I know i could use the email version to keep track but that has it own set of issues. Is there any way of showing the name of the new note upon adding or alternatively more flexibility on who receives this first notification (eg minimal) as opposed to comments subsequently made to the notification (eg a wider audience)?