JOBS | Extra Columns in Jobs Smart Table

Original Request:

It would be amazing for reporting/tracking more easily if a column could be added for 'Billing Account Email Address' or 'Site Contact Email Address'. This way, when exporting the job list for reporting, they can also confirm who doesn't have an email for auto comms sent out by job type templates...... - double win!

Summary:

Add columns for 'Billing Account Email Address' and 'Site Contact Email Address' to the job list for improved reporting and tracking.

Intended Outcome:

Enhance the job list for better reporting by including email address columns, making it easier to track and confirm which contacts lack email addresses for automated communications.

Benefits:

  • Improved Reporting: Easier to generate comprehensive job reports with email details.

  • Enhanced Tracking: Quickly identify contacts missing email addresses for auto communications.

  • Efficiency: Streamlined process for confirming and managing contact information.

Preferred Solution: Add columns for 'Billing Account Email Address' and 'Site Contact Email Address' to the job list view and export options.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

Forms

Date

Over 1 year ago

Author

Amanda Peterson

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