Practice Manager | Jobs - Add custom fields to recurring jobs
Can job custom fields please be added to recurring jobs? We have set up fields for required information, but becomes pointless if they can't be added to recurring jobs as well. Will also save staff a bunch of time if they can add the info when setting up the recurring job, rather than looking for the information at a later time.
Melanie McPhillips
shared this idea
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Marcia Richardson
commented
I 100% agree and is a completely redundant table if custom fields cannot be added to a client recurring job.
You want to do this once and should have a function to add a job to recurring jobs instead of completing the information again and again.
Surely this isn't a difficult task given where we are at with all things being automated.
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Rita Maritsas
commented
This would be extremely handy to have. As we can add custom fields to our job templates i.e. Hours Budget. However, we are stuck to being able to only use a few options in the recurring jobs section. We currently have to use "Client Order No.:" to put these details. As it's the only section that we don't use for fee budget and also when it does filter through, it is a field that can be used in a report.
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Sue Campbell
commented
This would be an excellent feature for planning out workflow if you could add fields to include the hours required to complete the job
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Christie Maitland
commented
Also adding in job categories would be wonderful as well as custom fields.
It seems so silly that you can set up job custom fields and job categories, but can't use these when creating a recurring job.
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Gabrielle Burton
commented
I would love for this to happen as it would save a lot of time when setting up jobs!