Ideas

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236 VOTE

Company Wide Notification Post

It would be great if there was a feature to post company shout outs so that staff see it when they log in on their dashboard. It could be useful to give payroll reminders, recognition, holiday reminders and positive feed back for staff. This can h...

Created almost 2 years ago

Practice Management / Dashboard

9
50 VOTE

Notification on Dashboard for Un-signed Timesheets

We would like to have added to all user dashboards in the notifications a listing of all timesheets un-signed by client, or a shortened list or alert with the count and a direct link to unsigned timesheet. We need to make this more visable to use...

Created about 3 years ago

Practice Management / Dashboard

1 Planned
38 VOTE

Change default privacy setting for activity/call log

Right now any additions to the call/activity log are automatically set to "me only" privacy. This is great for security reasons, but employees often forget to change this setting and we are unable to view notes on the chart. It would be nice if ea...

Created about 3 years ago

Practice Management / Dashboard

1 Planned
7 VOTE

Allow employees to see their own productivity

It looks like employees can not see their own productivity widget unless they are given an admin permission. We would like the option to give employees the ability to see their own productivity without this admin permission. It's helpful for emplo...

Created 7 months ago

Practice Management / Permissions / Dashboard

1
32 VOTE

Bigger date range viewable for history

We would like the ability go back further in a client's history to see when something was done/by who. Could you make a date range of say 30 days available?

Created about 3 years ago

Practice Management / Dashboard

1 Planned
25 VOTE

Organization Bulletin Board for company notices

It would be really great if we can have the ability to post company wide information/notices on all employee's dashboards like a bulletin board.

Created almost 3 years ago

Practice Management / Messages / Dashboard

0
23 VOTE

We would like the option to add the tasks widget and other widgets to an employee's dashboard

Currently within the employee dashboard there isn't a way to add a tasks widget so we can see all tasks assigned to that employee. We would love to see this and other module's added as widgets on the Employee dashboard.

Created almost 3 years ago

Practice Management / Tasks / Dashboard

1
24 VOTE

Lock button for widgets

Widgets on facesheet moving around. Is there a way to lock them?

Created about 3 years ago

Practice Management / Dashboard

0
15 VOTE

Notes and Forms Widget for Employees / Courses and Training Widget

Please add the notes and forms widget to employee face pages. Additionally, the Learning Tree and Session Widget on Employee Face pages shows only Learning Trees and Sessions that they are connected to. Learning Trees/Sessions created FOR the em...

Created almost 3 years ago

Practice Management / Dashboard

0
2 VOTE

Misleading Mailing Address

On the Client's Dashboard, the facesheet includes the "Mailing Address" that is set within their basics. However, this is misleading when you are generating invoices for the client. When you generate an invoice such as a client or PR invoice, the ...

Created 4 months ago

Practice Management / Dashboard / Billing

0