Timeline - User setting - Sort on created date


The timeline is a very nice feature but the lack of not being able to sort on created date instead of last modify forces our users quite often to other list views. The possibility to change owner or similar on the records messes up the timeline and how we can read it. Show as conversation helps ...

Read more...
0 Comments

Read more...
0 Comments

Category: General (70)

STATUS DETAILS
Needs Votes

Schedule Board -Sort Tabs - Order on order number regardless of type


So this is one of those small things that irritates me, we have several Schedule boards where each Regional and Local resource planner has his/her own view, on top of this we have 1 or 2 global views for everyone. The way the sorting of the schedule board tabs works today forces the users to fi...

Read more...
0 Comments

Read more...
0 Comments

Category: Universal Resource Scheduling (238)

STATUS DETAILS
Needs Votes

Signature - Add pictures with hyperlinks


Our users needs to be able to add pictures with hyperlinks to their signature, email form supports HTML but the singature editor does not. Outlook singature also supports this

Read more...
0 Comments

Read more...
0 Comments

Category: General (304)

STATUS DETAILS
Needs Votes

Inspection - Add calculations/mathematics logic


Inspection is a nice concept but lacks some more complex functionality we see in other apps. Adding mathematical possibilities in field inputs would increase its use: Simple example: Input value 1: xx : Value 2: xxx – Calculate volume: xxxx - Volume less then xxx – question 5 etc..

Read more...
2 Comments

Read more...
2 Comments

Category: Inspections (43)

STATUS DETAILS
Needs Votes

Schedule Board - Hour View and Day view to span minimum 40-60 Days (or more)


Hour view and Day view in the new schedule board gives the information our planners needs, the only problem is that the timespan is way to short, most of our service jobs are 3-15 days long, to get a good overview we need to be able to see more days in the Hour view and the Day view. *in CRM 4....

Read more...
0 Comments

Read more...
0 Comments

Category: Universal Resource Scheduling (238)

STATUS DETAILS
Needs Votes

Duration - Display in Hours, not in days or minutes


When we plan a job/service or similar we have contract/agreements/estimations (or similar) where we state the work needed in Hours to perform this job. To have duration display as e.g.3,75 days is utterly confusing, someone looking at that would think this job would take almo...

Read more...
2 Comments

Read more...
2 Comments

Category: Work order (59)

STATUS DETAILS
New