Reviewing/editing job template before creating a job
So we can setup standard job templates.
However it's quite often a client needs to standard job doing but with a twist.
At present a completely new job template would need creating to accommodate. Not only is that a cumbersome process (especially as templates cant be copied) but it would clog up the template list something rotten.
Therefore, how about the ability to review/edit the selected job template before the job is created?
Fantastic, look forward to it.
We are now working on the copy template. So this should be available shortly
Hmmm...I was pondering this late last night. I can see where you're coming from but as an example each month one of my clients needs to supply me with:
2 x EMS reports
I'd then possibly also want to add a line of text afterwards that would be completely different to any other client.
The best way I can see that working is to create different mail templates for those that need it - which I honestly am happy to do. It's just a shame then to potentially have to lose the automation feature or instead create a whole new job template specifically to automate that one bespoke email.
Is the ability to copy a job template on the horizon? If it was i'd probably just go with the whole bespoke mail & job template option - yes the template lists are likely to get fairly big but it would achieve what I want it to.
Having read your specific requirements, I would recommend that if the information you are requesting is different for each client , you should create fields in either the client or job that can be populated with bespoke records information you need.
If you create a client field called bookkeeping records, you can enter the bespoke information for that client. You can then add the field to the request template that is send when the recurring job is created.
The framework of the standard email template is maintained and automation is kept. All that changes is the contents of the field used to populate the mail template.Hope this helps.
I always try to have as few templates as possible and standardise mail templates. Happy to chat with you at any time you need help or advice.
Having developed CRM with Jon to meet my own practice needs I have tackled a lot of user issues but always look for feedback from our users to improve the software and usability with the aim of users getting more by doing less.
To hopefully elaborate and perhaps pick up on your last point re 'missing information' (not exactly my example but near enough i guess):
Let's say I run a monthly bookkeeping job. Job gets created on the 1st of the month and automatically emails out asking for X, Y and Z from the clients. Now, if I was running contractors X, Y & Z would be pretty much standard so a generic email would do the trick. However, my client base is extremely varied so some tweaking to those emails would be needed. I'd say 50% could probably be handled with a generic template but from there on in i'd need something slightly different on a per client basis. I have no issue with that, i'm happy to head to Settings > Merge Templates to create a few individual ones.
The hurdle comes when trying to use those newly created templates within the recurring jobs themselves. As I said before, it would seem I have two options:
1. Create a new job template for each client so I can then auto send the specific email I want to.
2. Stick with a single standard template but switch off the auto email function, instead manually sending the bespoke email via the fill template function.
The latter option would seem the easier of the two but it is a shame to lose the automation functionality. However going with option one could mean creating LOTS of pretty much identical job templates just so I can arrange for slightly different emails to go out. The more I think about it i'm not completely against this idea but as there's no option to copy an existing job template it's likely to be a long old slog doing so.
As i'm sure you well know, no two practices run the same which makes PM dev work a bit of a git!
My name is David and I am a user of CentreCRM and co founder. I run a practise of 600 clients and have probably encountered most situations within the software.
The objective with auto emails is that they remove the need to do anything manually and are automated .
Sending first communication when a job is created
For instance we use them when an accounts year job is created to send the initial records request.
Sending a communication when a task is cleared
i.e. confirmation that you have received clients records or filed a return.
Sending a communication when the next task become active
a request for approval or ongoing request for missing information.
If you want to send bespoke emails then it may be preferable to create fields in the job or client that hold the bespoke content. You can populate a template with any information from clients or jobs fields.
Manually sending emails
At any time you can mail merge and send a template from within the job, the email can then be amended.
Can you elaborate what unique information you wish to populate the email. I can then suggest a way to achieve this or work with our development team to add functionality.
Here's a specific for you:
Monthly bookkeeping job (recurring), auto email to go out to client upon creation of the first task. However, some clients require tailored emails instead of the generic 'we need X, Y & Z'. I'm happy with having to create a bespoke mail template on a per client basis but it seems to achieve the end goal I have one of two options:
1. Create a separate job template on a per client basis - do'able but long winded (especially as no copy template function yet available) and template list likely to get rammed pretty quick.
2. Use the standard template but switch off the auto email function, instead manually sending the bespoke email via the fill template function - the easier of the two methods but a shame to lose the functionality of auto emails.
Solution would be to have the ability to select the predefined job template as usual when creating the job (recurring or not) but with the added option to review/amend said template specifically for use within the job being created.
Quite how you achieve that from a techie perspective i'm not sure but after finally having a serious play this afternoon it's one of the things that immediately came up.
You can create a job directly from a template (http://centrecrm.uservoice.com/knowledgebase/articles/405057-job-templates) - this will create a one-off job based on the template, and not a recurring job. (Bear in mind that templates can be used to create one-off jobs and recurring jobs).
So, once you have created the one-off job from the template, you can tweak it as needed.
Does that make sense?
Would just be some form of tweaking I guess, either adding or removing task(s).
I wouldn't mind editing immediately afterwards but I presume if it was a recurring job and the first occurrence was to start immediately that would then mean editing both the recurring job and the one that's already been created?
What properties in the job template would you like to review before its created? Just wondering if that is any quicker, then creating the job from the template and immediately editing it?