Shannon Hunter
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Activity overview
Latest activity by Shannon Hunter-
Shannon Hunter created a post,
Job Description Field - add this to be user created and free form
A field visible on job grids that can hold an accept a limited number of characters would be helpful. For example - if you have 10 tax jobs on your desk in a workflow status of awaiting info, then...
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Shannon Hunter commented,
You are right Michelle - we do have some service where the PIC is different, so this would take some logic to make this work for 100%.
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Shannon Hunter created a post,
Recurring Bill Partner and Manager - Should Automatically Change to Match Account Ownership
When an account changes partner and manager, the recurring bill ownership (partner and manager) is not updated to reflect this change. This creates mismatches and a need for data parallels and man...
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Shannon Hunter commented,
We also limit who has batch rights (way to many things that can go wrong when in the hands of an average user). It would be helpful to have a checkbox next to each job where you can select multipl...
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Shannon Hunter created a post,
Disbursement Import - Rewrite to Use Job ID
Rather than using client code and job code, you should be able to import disbursements using JOBID which is a unique identifier.
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Shannon Hunter created a post,
Job Billing Value - Allow $0.00
You should be allowed to set a job billing value as $0.00.
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Shannon Hunter commented,
This is available in V9.9 12600 - All option missing from Staff Budgets Portfolio The All option on the Department and Office drop downs was not included when the Staff Budgets Portfolio was conver...
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Shannon Hunter created a post,
Job History - Log Complexity Level Changes
Can changes in the complexity level from the management tab be logged in the job hidtory?
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Shannon Hunter commented,
Great, thank you!!
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Shannon Hunter commented,
Hi Michelle, Wasn't sure where we left off on this, or if this should be able to be tested? Thanks, Shannon