Description: Introduce improvements to the job creation process by incorporating the 'notes' section directly within the job creation tab. Additionally, implement a persistent RED warning on the job or contact/account screen to highlight critical information, ensuring essential notes are immediately visible to users.
User's Original Request 1 - Job Notes: "It would be handy to have the job 'notes' section also in a tab when creating a job so we don't have to open a contacts page to see more about a customer."
Developer's Insight for Job Notes: Incorporating the 'notes' section directly within the job creation tab will streamline the job creation process, reducing the need for users to navigate to separate pages. This enhancement will improve user efficiency and reduce potential oversights.
Proposed Solution for Job Notes:
Integrated Notes Tab: Introduce a 'notes' tab directly within the job creation interface.
Easy Access: Ensure users can view and edit notes without navigating away from the job creation page.
User's Original Request 2 - Red Warning: "When opening up a job or contact/account it would be handy to have somewhere on that screen a RED warning that for example this customer must pay cash on day as going through notes can be time-consuming. Just a once-off quick note that is always there so everyone sees it."
Developer's Insight for Red Warning: Highlighting critical information with a persistent and prominent RED warning ensures that essential details are immediately visible. This feature will be particularly beneficial for teams dealing with a high volume of jobs or contacts/accounts daily.
Proposed Solution for Red Warning:
Prominent Warning Display: Introduce a RED warning banner or highlight on the job or contact/account screen.
Customizable Warning Message: Allow users to set and edit the warning message as per the specific needs of the job or contact/account.
Persistent Visibility: Ensure that the warning remains visible every time the job or contact/account is accessed.
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In Review
π‘ Feature Request
Jobs
Over 2 years ago

JJM Pest Management
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In Review
π‘ Feature Request
Jobs
Over 2 years ago

JJM Pest Management
Get notified by email when there are changes.