Jobs - Collapsible sections or sidebar layout for custom fields on job view
With the use of filtering and custom fields for jobs and clients on various apps the job within XPM and now Practice Hub has become elongated.
It would be create if the custom fields could be stored within a collapsible section which could be opened when needed otherwise closed to show returns attached to the job without the need to scroll down.
The other option would be to move the custom fields to be listed down the left or right hand side of the main job details reducing the white space as mentioned in other posts.
This could be further extended to collapsible sections within the returns to tax type or year based allowing for better management of returns when not dealing with XPM or Practice Hub as the main management tool.
Gareth Neal
shared this idea
Thanks for highlighting this improvement. Being able to collapse custom fields when they aren’t needed could make job records easier to navigate, particularly for practices that use many fields to capture client and job information.
We’ve updated the status to Gaining Support so we can continue tracking community interest. Would you prefer collapsible sections within the job page or a separate sidebar for custom fields?
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Gareth Neal
commented
I think Collapsible fields would make it look neater and more consistent with the layout changes.