General
73 results found
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1 vote
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Allow task deadline dates greater than the job deadline date
Occasionally a task or two may not get finished on time, for whatever reason (monthly bookkeeping for example).
At present if I want to assign that incomplete task a new deadline date if can't be greater than the job's final deadline date. That's easy to amend obviously but if any of the related mail merge fields are reliant upon that initial job deadline date then amending it isn't really an option.
I agree there needs to be a warning in place when one tries to create a task outside the normal deadline but we should be able to override it…
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Job name should be picked up via job template
When creating a new job based on an existing template it's quite annoying to have to name it each time.
It would be much better if the name was pre-populated based on a name given to it in the job template, with the option to simply edit the job name if need be.
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Reports (exporting in CSV)
I would like to see a function to export reports in CSV and PDF
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'Back to job' button
You're within a task or within fill template and want go back to the job overview screen. It seems you have to either use the back button on the browser (which sometimes provides a cached copy of the job) or click on the jobs option from the main menu and find it again.
It would be really handy to have a 'return to job' button somewhere within both screens.
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Quick view of open tasks per job
The more we get into the system, the more we're realising we probably won't use the task schedule view - there's just too much in there. I appreciate those with bigger practices might do so where individual task assignment is important but with the 1-2 man practitioners like myself assigning is a bit overkill.
We will most likely work from Jobs > Open the majority of the time. Whilst being able to see the 'active milestone' is handy, it's not always a true reflection of the situation (if the tasks haven't been done in order for instance).
Therefore, a quick…
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'Add Contact' button within Client screen
Button within the Client screen that sends us straight to 'add contact' instead of having to come out.
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Ability to edit emails to approve
Once emails are in the approval queue an edit facility would be handy instead of having to delete and go through the motions again.
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Emails to approve widget to be more prominent
Consider moving the dashboard emails to approve widget from the bottom to the top of the screen and make the box stand out a bit more if there's anything in there (could turn red for example once the email count goes above 0)
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0 votes
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The option for tasks with auto emails to also auto complete
Auto email goes out.
If that's the whole point of that particular task i.e. send X email it would be good if there was a tick box for the task itself to auto complete.
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Job status bar should change colour once complete
When viewing the job list from within a client, it's not immediately obvious if the job is complete or not (I realise the bar fills as you complete the various tasks but you have to look closely to see if it's completely full or not).
How about a red bar when tasks are outstanding that then turns to green once the whole job is complete?
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0 votes
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Create a merge field to pick up the name of the staff member logged in.
This would be useful to dynamically create signatures where you want it to be in the main email body as opposed to the footer.
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Custom job fields to pick up data from other customer job fields
Scenario:
A job has two custom fields: a text field and a select box field. The ability for the entries within the select box field to pick up data from the text field would be fantastic.
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Add further options & filters to the Mail tab
Currently the options available are either awaiting approval or all. I'd also like to see sent or deleted (all would be my last preference really).
Also the ability to filter emails by client/contact/keyword/date sent for be great.
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The ability to override the active milestone
At the moment the active milestone is based on the earliest incomplete task. It would be handy to be able to override that when for instance a task at the beginning of the workflow is still incomplete but you're still able to focus on later tasks (and subsequently a milestone) without that it causing a problem.
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Automatically create jobs within existing jobs
Think of a new client boarding job. Part of that might well be to create additional jobs (regular payroll, quarterly VAT, annual accounts etc).
You can currently click complete on a task and it triggers an email. How about completing a task that then generates a whole new job?
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Adding contacts to clients and vice versa
Already covered here but i'd like to give it another nudge https://centrecrm.uservoice.com/forums/249581-general/suggestions/6639944-make-client-contact-addition-easier
The current process is really counter-intuitive. At a minimum could we perhaps have a pop-up warning when adding a new contact/client that it perhaps needs something attaching to it? A 'would you like to attach a contact to this client' box perhaps? It's a real bug bear as it stands, i'm constantly adding clients, creating jobs then realising there's no contact attached.
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0 votes
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