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Feature Requests
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Mobile App (10)
MT (32)
Capacity
Being able to edit the max capacity of a session after the session is scheduled by an admin
0
1
Employee based report
The report should contain the different sessions an employee has attended over a certain period and also the numbers of units spent for these sessions.
0
1
Select all customers while scheduling a session
As an employee scheduling a session, have the capability of assigning all customers to a certain meeting.
0
1
Contact Date column on SC Management screen
Add the contact date from an MT document to the SC Management screen
0
1
Form report based on employees
the form report process to have employees as a drop down
0
1
Report for Active, Inactive, Prospect and Dormant.
Be able to export a report which has all the clients of the agency
1
·
planned
1
Add Project title field to the active customer report
Be able to filter clients from the active customer tab based on project name.
1
1
Mobile App
Timesheet's created through the mobile app with a task type that have a form associated should have the capability of filling the forms through the mobile app.
1
·
under review
1
Save view button on timesheet summary page
Not present currently
1
·
under review
1
Client Termination Report
Report with a date span containing clients who left the agency, with reason and exact termination date
2
·
planned
1
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