General
73 results found
-
Filter jobs by deadline just as you can Tasks>Reports
Add a date filter to the jobs screen
0 votes -
0 votes
-
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.
0 votes -
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?
0 votes -
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.
0 votes -
Non-automated emails linked to tasks
At the moment you can attach automatic emails to tasks, either when the task starts or when it's marked as complete.
However there are many occasions where i'd like to attach a specific email template to a task but not have it sent automatically, perhaps because the email needs tweaking slightly for example.
Yes the fill template option can be used but that means remembering exactly what templates belong to what tasks - it would be more intuitive to set these up from the off.
0 votes -
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.
0 votes -
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.
0 votes -
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.
0 votes -
New contacts attached to a client after job creation should receive auto emails
It would seem if you attach a contact after job creation said contact won't be included within any of the automatic emails that go out. The only way I can see to rectify that is to then delete the job and recreate it - not particularly ideal at all.
0 votes -
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?
0 votes -
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.
0 votes -
The ability to send emails to non-contacts
Example:
I want to send a professional clearance email to the ex-accountant of a new client.
If I want to do this through CentreCRM I would have to add them as a contact then remove them again afterwards.
If I forget to remove them the ex-accountant could end up receiving future automated emails by mistake - not good.
0 votes
- Don't see your idea?