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

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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Erica - Omokoroa Accounting commented
Yes please put in a notes column, or extra customisable column on the Job manager - would be VERY helpful.
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Carol Kemp commented
With the Notes tab, it would be handy to have a notes indicator on the job manager as a column to be able to prompt that there's extra information, such as a job waiting on info, what info is still coming. A simple Y or blank would work
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Marcy Lees commented
Hi, could you please also add the Group Name to the Job Manager Columns as this would help manage open jobs much more effectively
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Bernard Malunda commented
It would be beneficial if notifications were displayed on the job dashboard in XPM, specifically for each individual job.
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Julie McDiarmid commented
I feel like I used to be able to print the Notes Section of the jobs in the reports - has that feature been removed? If so WHY WHY WHY
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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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Jared Byrne commented
This is super important and one of the most annoying features that isn’t in XPM.
Just say the client goes on holiday for two weeks and you need to get back in touch with them at x date, to be able to have a note viewable on the job page is very helpful. Yes you can update the job status and start date but it’s more clunky and too general.
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Faida Mandozzi commented
Is it possible to add a few extra columns to XPM - All jobs board rather than creating different reports or clicking on different jobs/pages to collate basic client information. I would like to add the following columns to assist with Trusts and Superfunds.
-Trustee/Company Name
-Invoice NumberCurrently, if you invoice a Trust e.g. ABC Family Trust for XYZ Pty Ltd (Trustee), I would like to see both entities in Jobs board and not just ABC Family Trust. This comes in handy when chasing payments or matching jobs as a result in separate jobs linked to a Trust or Superfund. E.g ASIC annual reviews are billed separately to tax returns and so forth. Happy to discuss further. Thanks.
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Carey Batchelor commented
we use notes in the job for this and yes would be good to be able to view the notes from the job manager view.
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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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Sandra Christie commented
I love the new Job Manager view where you can hide or show columns as you need. I would LOVE a column for comments. For example say a job is waiting for a client to send a particular document I'd love to be able to add that in that view. Or maybe that field could show the latest note made in that job. It woudl save us having to click into the job to see what was holding it up.
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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'.