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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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'.
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Laurence Maxwell
commented
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)?