Alex Priore
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Recent activity by Alex Priore Sort by recent activity-
Use Reapply Job Template Bulk Update to push out Name Change
Need to add option to push out template name changes in Reapply Job Template under Bulk Job Admin.
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Scheduling: Default Report Drop Downs
AnsweredIs there any way to set all the drop-down selection boxes and reports so that they default to the A&A and SB groups only without having to check boxes? Since we are the only departments using PE f...
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Scheduling: Old PE Style View
AnsweredWould love a new view similar to old PE- where we can see boxes that are color coded by job and be able to view the full dept schedule at a glance and on one screen vs. several pages. I get reques...
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Scheduling: Conflicts Dashboard
I would love to be able to use the Conflicts dashboard, but we will never be able to with it set up by day instead of week. Is there a way to show staff conflicts by week? With the conflict thres...
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Allow Partner and Manager to be required fields on Jobs/Services
Not plannedShannon from Aldrich requested that firms be allowed to make partner and manager required fields for jobs and services.
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US User Conference 2018: New Scheduling Permissions
Add permissions into Scheduling to limit a user's ability to view other staff's schedules.
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US User Conference 2018: Pull PTO/Holidays into Scheduling
AnsweredAdd Scheduling functionality to pull approved PTO and pre-approved firm holidays into Scheduling from main PE.
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US User Conference 2018: PE Scheduling button in Jobs
Addition of a link button to Scheduling from the Job page in main PE.
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US User Conference 2018: Option to purge Job notes
CompletedWhen closing a job, option available to purge/delete job notes. This could be accomplished by creating different note types.