XPM | Job Manager - Add notes column with option to add note
Job Manager - Additional quick job notes Column need to be added which can be seen directly through Job manager screen instead of going inside the Job and then in tab notes
Nabaile Young
shared this idea
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
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Katrina McLaren
commented
More efficiencies to be gained from adding this feature.
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Angela Bissett
commented
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?
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Sally McIntosh
commented
Please please please please can you add a column for notes on the jobs manager screen
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Anne-Maree Crosby
commented
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.
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Andy McGlone
commented
That would make a huge difference, please add.
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Gabriela Neumann
commented
Yes please, add this feature.
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Alison Stokes
commented
This would be a great feature. Please add it.
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Marina Hakim
commented
Yes - please add this feature!
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Louise Lauer
commented
It would be great to have notes in Job Manager, to improve communication on jobs with other staff members.
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Vanessa Jepson
commented
Please add this feature!
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Jules Bradbury
commented
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'.