Stephanie Hartje
- Total activity 92
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Activity overview
Latest activity by Stephanie Hartje-
Stephanie Hartje created a post,
Add Client In Charge column to Client Search Grid
We have the new Client "In Charge" field in Client Details (in v9.9) but it doesn't show up in the Client Search Grid list like Client Partner and Client Manager do. We use this list for many acti...
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Stephanie Hartje created a post,
Label for Memo vs Draft Comments in Fee Wizard
The label on the Memo box in the Header tab of the Fee Wizard should indicate that whatever is in that box will appear on the invoice. Similarly the Draft Comments box should indicate that it does...
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Stephanie Hartje commented,
Agreed - if it is not included in the Client Take On process people forget that it needs to be done. Out of sight out of mind. Then, best case scenario, we end up wasting hours of time pulling re...
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Stephanie Hartje created a post,
Work Profile with Weekly hour target instead of daily
We would like the option to set up a Work Profile that only triggers a conflict if the total scheduled hours for the week exceed the target. Right now a person could have a 10 hour per day target ...
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Stephanie Hartje created a post,
Remove job code from display name in Scheduler
When you are in "Edit Job Schedule", the job code appears before the name of the job in the drop down. This is confusing for our people since they are not used to seeing the job code. I suggest r...
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Stephanie Hartje created a post,
Service Roles
We would like the ability to restrict who can be added as a Service Partner, Manager, or In Charge by department (including the ability to select more than one department). For example, I would li...
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Stephanie Hartje commented,
Agreed - We would also like a Client Service Ownership dashlet and Financial Details dashlet you can filter by service to make those roles more visible.
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Stephanie Hartje created a post,
See who created a job
PlannedWhen we have a job that is set up incorrectly we want to give feedback to the person who created it on how to fix it but right now we can't see that information. That would be a helpful field to a...
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Stephanie Hartje commented,
Yes, I was referring to the billing portfolio but the same would apply for any portfolio that includes financial data
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Stephanie Hartje created a post,
Option to Make Staff Grades Inactive
I would like the option to mark a Staff Grade active/inactive like you can with departments. We are getting a new HRIS system and trying to make sure all our terminology for grades, departments, e...