Dashboard & Reports
8 results found
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Partial search in list status. Currently I have to type the exact name of the status for the item I want added as a list in the board. I should be able to type any part of the text in the status name and it display a list of statuses that match.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Dead space in dashboard reports
With new Update to Webapp there was a change to table spacing for reports in the dashboard. Now the reports look enlarged to fit in the table spacing of the report. The previous version was more condensed and easier to read. It would be helpful if this change was reverted or we had the options to set the sizing of the table to manipulate the view.
5 votesMerged with other ideas, fixed, or declined.
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Sales Revenue Leaderboard
We would like to be able to change the sales revenue leaderboard to show estimate date instead of approved/invoiced estimates on the sales dashboard.
1 voteMerged with other ideas, fixed, or declined.
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Customizable columns for the work order and the material order from Financials tab
When in the financials tab Id lke to be able to add a column to both the WO and the MO so I can see the costs on each. Some screens allow for customizable columns but these do not .
9 votesNot enough community interest.
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Surface Relevant Info for Routes or Appointments of the day
A button to click in each individual line for job info and contact info so that I can pick and choose which things I want searchable in the search bar at the top. Let's say I want to look for my jobs that are in that way if I I'm going to a job in Naples I can see who lives nearby and that way I can see who I need to get info for in that area like paperwork or other things along the way.
3 votesNot enough community interest.
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control all jobs and steps by rep
monitor all steps of claim on one page by sales rep.
By the way your feedback option does not work even with cookies enabled.
1 voteNot enough community interest.
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Filter/Edit Built-In Task Report on Dashboard (e.g. Task Type)
Our sales guys handle a LOT of customers. They get tons of phone calls every day to the office, which we then sort and assign as applicable. Lately, we've been finding it more effective to group the tasks by a few categories (lead, repair, schedule request, etc.) which makes it easier for the sales people to follow up. It is crazy overwhelming to just assign as tasks, however, since there is no sense of organization.
It would be amazing if we could add a section to the dashboard (exactly like My Tasks with ability to check off to complete) but…
4 votesNot enough community interest.
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Dashboard - Expand Reports
I have one longish report that I have on my dashboard that makes me scroll for everything else. It would be nice to be able to expand and collapse reports on dashboard so you are only viewing detail of report you want
5 votesNot enough community interest.
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