Skip to content
← Practice tools

Enter your idea

'Job Manager - Add ability to filter by Year' has been merged into this idea

Practice tools

Categories

(thinking…)

XPM Job filters - Add custom fields to Job Manager

Would love to be able to add custom job fields onto the Job Manager dashboard and be able to create filters from them.

29 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Jason Lyon shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Rita El-Rassi commented  ·   ·  Report

    Job Manager really needs the ability to add custom fields. I specifically would like for staff to be able to update the DATE that they updated Job Manager. To be able to view the STATUS DATE is so important. For example, did 'Await client review' happen yesterday or last month? Is client signature awaited from today or a week ago? etc
    Surprised this is not a built in feature. What is the point of knowing the status if you don't know WHEN that event was done.
    Hope to see this soon please.

  • Jean Sutherland commented  ·   ·  Report

    We have a "Date In" custom job field and it would be great to be able to view and bulk update in the Job Manager.

  • Jennifer Wain commented  ·   ·  Report

    would like this function to be able to change custom fields instead of having to edit each job would be a massive time saver

  • Sheree Fallon commented  ·   ·  Report

    Would like to be able to add a new custom column in Job Manager so we can filter by Year or Job Name.

  • Virginia Sam commented  ·   ·  Report

    Job manager - Add a column to display client "Group" so jobs can also be viewed, filtered and sorted by group.

  • Nick Wilkinson commented  ·   ·  Report

    Yes. Asked about this by a number of practices.
    Missing fields such as Client Groups, Description and Custom Fields would allow for enhanced workflow insights (this would save on custom reports or Excel extracts that are currently required).

  • Ochie Butcher commented  ·   ·  Report

    Job Manager - can we please add the option of Group to the filtering/sorting columns to allow us to view jobs/allocations by business/family groups