Holly Boullion
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Activity overview
Latest activity by Holly Boullion-
Holly Boullion created a post,
Log and report on who created a job
PlannedWe would like to be able to identify who created a job. It would be nice if it were visible on the job details like it is for the client, but at a minimum we would like to be able to report on this.
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Holly Boullion commented,
This would be very helpful to have filters and to be able to save favorites. I would further request (and this is probably implied in the suggestion above) that the filters stay in place until cle...
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Holly Boullion commented,
Thanks, Michelle. Where do I find that? Sorry - I tried finding it myself but am missing it.
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Holly Boullion created a post,
Drop down options for state field in client details
AnsweredIt would be beneficial to have the state field a drop down or similar, to prevent inconsistencies in the way states are entered for clients. Some are entering full state name, some 2 character abb...
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Holly Boullion commented,
This will be a good update, as it is not intuitive to find it in its current place. What is the ETA for 9.8? Sorry if I should know that...
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Holly Boullion created a post,
Job Details Permissions
PlannedWe would like to be able to give permissions at the field level for job details, not the whole page/tab. For instance, we would like to allow permissions to some for workflow status, job status or...
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Holly Boullion commented,
More audit trails/change history in general would be great!
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Holly Boullion commented,
I completely agree. The permissions are so granular in many cases but not at all in others. We are having more issues with the Job Details page right now, but am sure this can be problematic in o...