kevin.doran

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  1. 3 votes
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    kevin.doran supported this idea  · 
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    kevin.doran commented  · 

    Polite bump, would be a huge help.

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  2. 0 votes
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    kevin.doran commented  · 

    *would be...

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    kevin.doran commented  · 

    Another polite bump on this one - it would be really really useful.

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    kevin.doran commented  · 

    Is this anything that could be looked at any time soon?

    Many of our job templates account for any given scenario so, without the presence of conditional logic (which would be great), lots of tasks get deleted as we're working through any given job. Having to actually click into the task itself to find the delete button is just a time sink.

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    kevin.doran commented  · 

    Any opinion on this? It would be most useful (as would a mass delete).

    To take it a step further, the ability to restore deleted tasks would be great as would the ability to hide already completed tasks.

    We use Clear Books for all bookkeeping. When importing an explaining a bank statement there are two checkboxes that enable the user to hide already explained or deleted transactions as follows:

    https://www.dropbox.com/s/muib5mfjun57fbj/CentreCRM%20-%20hide%20complete%20and%20deleted%20tasks.png?dl=0

    You could provide the option to hide completed and/or deleted tasks - this would be a great addition to workflows, especially large ones that can become rather cluttered as the task list increases.

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    kevin.doran commented  · 

    The same 3 options should also be available once you've clicked into the task.

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  5. 1 vote
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    kevin.doran commented  · 

    Hi Jon. Hard to explain but in a nutshell because you can't currently handle a chain of events [i.e. automation at a later stage if that makes sense] we may complete a task that's worded as though it's sending an email but the email is really being sent based on the next task becoming active.

    Hardly material in the grand scheme of things though.

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    kevin.doran commented  · 

    I can see an envelope as been added next to tasks that have automation attached. Could we possibly have such a display as an optional feature instead of set in stone?

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    kevin.doran commented  · 

    As a workaround we abbreviate the start of the task name. AS means auto-send, CTS means complete to send and Fill means a template needs to be manually filled.

  6. 0 votes
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    kevin.doran commented  · 

    Thanks for sorting this guys, great work.

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  7. 3 votes
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    kevin.doran supported this idea  · 
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    kevin.doran commented  · 

    Anything like this on the horizon guys?

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    kevin.doran commented  · 

    Hi

    Yes I did notice - does the revise link I posted earlier work ok?

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  8. 4 votes
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    kevin.doran commented  · 

    The whole client/contact creation scenario has been mentioned so many times now it must surely be on the radar somewhere? The current process is really annoying.

  9. 1 vote
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    kevin.doran commented  · 

    Yes, this would be wonderful! I for example only want clients to appear in my search results so being able to pre-set that would be great.

  10. 1 vote
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    kevin.doran commented  · 

    Quite why it defaults to all is beyond me, in progress would obviously be the natural setting.

    I agree with Trina's idea though.

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  12. 1 vote
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    kevin.doran commented  · 

    I agree with this. We don't currently assign tasks, just the job as a whole, but I definitely agree it would be a useful addition.

  13. 2 votes
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    under review  ·  1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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    kevin.doran commented  · 

    Anything further on this? I've just taken on a part-time member of staff who i'd like to open the CRM to but I certainly don't want her having access to everything just yet. In this instance i'd like to see permissions on a client by client basis.

  14. 2 votes
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    under review  ·  1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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    kevin.doran commented  · 

    This definitely needs sorting. The amount of times I create a new client, add some jobs (that contain auto or click-to-send emails) without adding a contact is quite frustrating. You then add the contact but it doesn't update the existing jobs so you have to either delete them all and start again or edit the existing job(s).

  15. 16 votes
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    kevin.doran commented  · 

    Any development on this one guys? Seems it's been planned for a while now.

  16. 1 vote
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    kevin.doran commented  · 

    If the job has already been created surely it's just a case of heading to jobs > filter by job type (or keyword) and then sort by deadline date?

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    kevin.doran commented  · 

    This would actually be really helpful the more I use the system..

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  18. 2 votes
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    kevin.doran commented  · 

    "You are asking that as part of the recurring job routine you can create a first job with different dates"

    Or just allow the first recurrence to be in the past, that would solve the need for a workaround.

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