XPM - Client group filter members
Please add a column or filter to the XPM Job Manager screen for client Groups. There is currently no column/filter for client group in the job manager screen in XPM - which means if you want to see all the jobs for a client group - e.g. Alf Barbagallo - have to search each entity individually. Also means cannot easily do a bulk update for all jobs in a client group.
Julie Randle
shared this idea
✨ Appreciate you raising this, Julie! We understand how adding a client group filter to Job Manager would speed things up and cut the back-and-forth. In the meantime, a quick workaround: press Ctrl + F (Cmd + F on Mac) and type the client’s name into your browser’s search box to jump to matching entries on the page. Your idea is now in gaining support, so it’s open for votes and comments. If you can, please share it with colleagues who’d benefit—more support helps us gauge impact and prioritise what matters most.
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Donna Murphy (practice)
commented
The ability to be able to filter by client groups within the system woudl be extremely advantageous and time saving. At the moment you have to wade through all jobs to be able to locate those which you want to update or even work on. In 99% of the time you are working on a particular group so to be able to identify these jobs at the touch of a button would be so more efficient and less stressful. Why bother having the groups feature if it cannot be used as a filtering tool throughout the system
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Georgie McKay
commented
This would be fantastic. A lot of clients within a group have different names so Ctrl + F would be really cumbersome. This would really help to avoid doubling up jobs and or seeing where we need to combine jobs as well.
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Julie Randle
commented
Add a column or filter in XPM Job Manager screen for client Groups. There is currently no column/filter for client group in the job manager screen in XPM - which means if you want to see all the jobs for a client group - e.g. Alf Barbagallo - have to search each entity individually. Also means cannot easily do a bulk update for all jobs in a client group.