XPM | Job Manager - Edit and Search
Ability to update the start and due dates directly in the new job manager (currently still need to go into each job directly and edit to change these dates)
Ability to search for specific clients with active jobs in the search bar (currently can only search the job number and job name).
So far our team is loving the new job manager on XPM - has made our workflow process much easier and efficient!
Sarah Bonacci
shared this idea
Thank you for your patience! We're excited to let you know that you can now use the search bar in the All Jobs tab to look for jobs by a multitude of criteria, including client name.
No matter how you structure your jobs, you can find the jobs relevant to the task at hand either using the client name, job description, job number or the job name - Now that you can do all this in the All Jobs tab, we've also removed the Search tab in Job Manager as it's no longer needed (All Jobs has feature parity with the Search tab).
Appreciate starting a new idea specifically for Job start and end dates and we'll be sure to update you all there, if there's any news for this. 🙂
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Jules Bradbury
commented
Yes to changing start and due dates on jobs in the main job area! I've just added an idea for this, to seperate it from this feed which seems focussed on the search function
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Sarah Bonacci
commented
Additional idea - displaying $ budgets alongside the time budget.
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Megan McConville
commented
Agree the update is amazing but these extra functions would be equally life changing!
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Holly Parkes
commented
LOVE the new job manager - just wish that you could edit the job start and due dates directly on the main job manager screen rather than drilling into each individual job!!