Aimee Osborn
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Activity overview
Latest activity by Aimee Osborn-
Aimee Osborn commented,
Is this being considered at all? We're looking into creating a script or custom automation to be able to push out job target start and finish dates based off jobs that are in a certain workflow sta...
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Aimee Osborn commented,
Michelle - there has been lengthy dialog back and forth between us and Brad, Andrew and Ryan. A lot of communication was done via email, outside of ZenDesk. At this point it is still in Ryan/PE's c...
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Aimee Osborn created a post,
Job Notes
AnsweredThere is a Completed post about this... I agree with Lisa that there needs to be better visibility of viewing Notes from within a Job without having to Open the Job. What is the status of adding No...
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Aimee Osborn created a post,
Add option to select specific Staff Person from Department Schedule
Consider enhancing the Department Schedule to include another drop down selection where a user can select a specific staff person rather than having to view several by Offfice/Dept/Grade. See attac...
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Aimee Osborn created a post,
Bulk Functions - Limit Permissions by Function
Would it be possible to set specific permissions for each Action available in the Bulk Job and Bulk Client Admin? For example, we would want all of our staff to be able to Forward jobs in bulk howe...
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Aimee Osborn commented,
We considered creating one job and then rolling monthly however as Lisa commented, we then lose visibility of workload and capacity since those hours won't show up until the current job is complete...
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Aimee Osborn created a post,
Bulk Job Creation
It would be incredibly helpful if there was a bulk feature added that would replicate a job and crate multiple jobs for the same client. Our ACCTG practice has several jobs that are monthly, semi-m...
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Aimee Osborn commented,
Agree that this would be helpful. We have some custom SPs that inactivate contact records associated with the lost client and that move any active jobs to inactive however we run into issues with i...
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Aimee Osborn commented,
Yes agree. I understand mapping issues when you get to making changes to Tasks and roles however properties such as Recurring status, Budget Type and Sync Budget with Schedule should be updated (or...
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Aimee Osborn created a post,
Bulk Update - Mark Jobs Recurring/Non-Recurring
AnsweredWould be nice to have a feature added to the bulk job update that allows you to update the recurring status of jobs in bulk (non-recurring / recurring).