Organize Data By Address
We need a way to organize our data by address. A proposed way to do this while keeping the current system of organization, is to offer a 2nd way to view our data and even integrate it with 3rd parties (such as hail tracking programs): At the top where you have Home, Jobs, Calendar... there can be another header called Addresses. There, you can sort by any address field - Address line 1 or 2, City, Zip Code. You can drop down on each address to see the different jobs created at that address with the primary contact for the job also a visible column. Also good to have: if a project at an address has ever been sold, then I would like for it to be marked as such in the address dropdown I am proposing. All this will help users discover duplicates & previous jobs done at a single address despite changing owners, especially if there are typos or multiple ways to notate an address. It will encourage a more consistent method of data entry.
Libbie Spielmann
shared this idea
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Robin Eggen commented
This would be very helpful.