Steven L. Hart
- Total activity 43
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 5
- Subscriptions 19
Activity overview
Latest activity by Steven L. Hart-
Steven L. Hart created a post,
Auto-Refresh
We would like PE to auto-refresh every N minutes (n being something we can configure in the admin section) The concern is if someone is looking at their desk and doesn’t refresh the page, they wi...
-
Steven L. Hart created a post,
Timer and Time Entry from My Desk/Staff Jobs
When work is assigned to a staff, it would be helpful to have that "Play" button available so that someone could track how much time they spent on that specific job while in that specific work stat...
-
Steven L. Hart created a post,
Client and Job controls - Credit Limit / WIP Limit / Aging Limit
We would like the ability for the system to look at the limits (credit, wip, etc) and instead of applying the red dot, to take a different course of action. At the client level, we would like it to...
-
Steven L. Hart created a post,
Industry Tracking
We would like the ability to track more than one industry associated to a client. Clients very often do qualify for several industry's and being able to track that is important. Along these lines ...
-
Steven L. Hart created a post,
Admin Fee
We would like to be able to apply an administrative fee to all jobs. The way I envision this working, we would set a default amount (a percentage amount) that gets applied at the client level whic...
-
Steven L. Hart created a post,
Jurisdiction Screen - Sort
The Jurisdictions should be sorted not by the Jurisdiction name, but by the due date first, and completed second. After a Jurisdiction is completed, it should be sorted to the bottom of the list w...
-
Steven L. Hart commented,
Thanks for responding Michelle, I’m really curious how these firms are using it and if they are, how they are doing so effectively. I’m sure controls can be put in place (manual controls) but I str...
-
Steven L. Hart created a post,
Remove Subjectivity fir Client and Job Codes
Not plannedThe ability for one to subjectively enter a Client and/or a job code needs to be removed. Staff can make these changes upon creation which allows for multiple systems to be used oftentimes driven ...
-
Steven L. Hart created a post,
Scheduler - Swap Staff (Comprehensive)
We would like a function that will swap a staff out on all jobs (using an effective date or date range). Ideally it would be great if there were a way to pick and chose different staff for the var...
-
Steven L. Hart created a post,
Staff Weekly Hours - WareHouse
We would like to have staff's weekly hour requirements added as a dimensional table in the warehouse. We'll need this data to compare against Time entry values on a daily/weekly basis