Settings and activity
5 results found
-
101 votes
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.
An error occurred while saving the comment 
Sheney Scholtz
supported this idea
·
-
161 votesSheney Scholtz
supported this idea
·
-
64 votes
An error occurred while saving the comment Sheney Scholtz
commented
Who completed the Job
We would like to be able to see which staff member has completed a job.
Sheney Scholtz
supported this idea
·
-
83 votesSheney Scholtz
supported this idea
·
-
41 votes
Hi everyone, appreciate the interest this idea is growing, however reviewing this post there are a few ideas wrapped up in the one and it'd be good for us to untie this to understand the needs and interest in each separately.
As currently designed, there are dedicated state tabs e.g Draft, Completed Approved etc from which you can select all and perform bulk actions. This also provides a total of the items selected in the list header.
Bulk actions are generally relevant to the state a return is in - For example being able to Approve is only relevant to returns currently in a Draft state.
It'd be good to get more feedback of your workflow here and why you'd be wanting to perform these bulk actions from the All tab rather than the dedicated state tab?
I've created a couple of new ideas to track the interest in being…
Sheney Scholtz
supported this idea
·
This is something we really need to assist our practice, an editable notes tab on the job manager screen will save so much time and inform the team what is happening with the jobs at a glance. Please can this be on the list for early this year?