Stephanie Hartje
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Recent activity by Stephanie Hartje Sort by recent activity-
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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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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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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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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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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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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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...
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Creating Work Statuses
I frequently get requests to modify workflow statuses (e.g., add new status or change the order) and I find the processes to modify clunky. For example, today I got a request to insert 3 new statu...
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Prospects Dashlet
If a person is listed as the partner or has an opportunity role the opportunity should either show up on their dashlet or in My Prospects even if someone else created the opportunity. For example, ...
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Sharing Report Macros - more flexibility
CompletedIt would be great if you could choose to allow others to run your macros based on the security group they are a part of. For example, I might create a macro that I want finance to be able to run b...