Dashboard & Reports
50 results found
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Automate Status of customer based on Invoice amount
You can automate a customer status changin upon Invoice due amount being zero.
1 voteMerged with other ideas, fixed, or declined.
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Break down invoice reports
Be able to see specifics on material costs and payments.
1 voteMerged with other ideas, fixed, or declined.
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Bulk Update Paid Status on Budgets
It would be really nice if we could go in and bulk update the paid status in a custom budget report. For instance, I have custom reports set up for each salesperson and instead of going into each profile and clicking "paid", it would be nice if we could bulk update that from the report - and then also bulk update the status as well. It would save so much time.
1 voteMerged with other ideas, fixed, or declined.
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2 votes
Merged with other ideas, fixed, or declined.
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Meta audit log
Meta audit log, to track changes in JN and who made the changes
2 votesMerged with other ideas, fixed, or declined.
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Bulk Edit Tasks to Mark as Incomplete
Since there is a way to bulk edit tasks and mark them all as complete, the customer is requesting a way to also be able to mark the tasks as incomplete in bulk.
1 voteMerged with other ideas, fixed, or declined.
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1 vote
Merged with other ideas, fixed, or declined.
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Partial searching in an Activity Report by note content
Currently the filter for note contents will not allow for partial searching. The filter needs to have the entire contents of the note for it to populate in the report.
This limits this filter quite a bit and does not allow for searching for specific words that show up in notes.
4 votesMerged with other ideas, fixed, or declined.
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Expanded Grouping Options
There are several columns that would be very useful to group by in reports that are currently unavailable as options. Especially relevant is grouping by Primary Contact on a Job report.
2 votesMerged with other ideas, fixed, or declined.
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Monitoring
on setting add a field ( monitoring )
we should be able to monitorize any environment
example i wan to see how long takes to that rep to finish the process
or i wan to monitorize changes on a field1 voteNot enough community interest.
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