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  1. Filter job planner

    We have 3 main departments in the company, what would be great is if the production department could see a view of the Job Planner which showed just the events that the production department are looking after.

    This could be done with tags perhaps? Or alternatively we already use a custom field to view this data in the opportunity view, could the Job Planner use this instead as a filter?

    The problem the production team have for example is that on any day there could be say 25 opportunities but they are only dealing with 10 of them, the other…

    8 votes
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      4 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
    • Show payment status on Job Planner

      At the moment I can't tell if an invoice has been paid until I drill into the opportunity and open the invoice. We have a lot of cash customers, and I'd like to see at a glance which customers have already paid for upcoming jobs in the job planner so I know which ones I still need to get payment from. Even in the Invoices view it doesn't show if an invoice has been paid or not until you open the invoice. I would prefer to see this on the job planner though as it would just be way easier…

      34 votes
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        4 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
      • Default view for job planner

        Every day when I first load planner I need to click monthly and add quotes to my view. I would love it if there was a way for the user profile to incorporate a 'Default Job Planner View' so that whenever I look at the job planner it is monthly and includes orders and quotes.

        9 votes
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          1 comment  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
        • Ability to have prep and return dates outside the booking date.

          Would be great to be able to have the prep and load etc dates be able to be outside the booking dates as we have some clients that object when they see that the event is for 3 days with the dates even when we only are charging them for a single day equipment hire.

          32 votes
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            4 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
          • Sort Job Planner by opportunity length

            Whilst viewing job planner, be able to view the shortest, earliest allocated jobs at the top and increase duration towards the bottom? we have a vast amount of long term hire jobs that seem to interfere with the daily view, maybe in increasing numerical order, can't seem to figure out how it's laid out currently...

            11 votes
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              5 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
            • Add more colours to the job planner

              on the Job Planner, new jobs are red, completed jobs are black. It would be very useful to have a least one other colour for jobs that are at interim stages, such as prepared, booked out...

              36 votes
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                6 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
              • Multiple month view in the job planner

                Any chance (or have I missed how to do it already) of having a multiple month view for Opportunities? Being able to see what is happening over the next quarter (for example) would aid in planning.

                I appreciate I can possibly do this using an iCal feed, but trying to see how much can be done within Current...

                7 votes
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                  6 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                • Shortage warning in Job Planner View.

                  We use the Job Planner a lot but have to go back to the Opportunities view in order to find jobs with shortages.

                  Please make the 'shortage' jobs a slightly darker red.

                  3 votes
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                    0 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                  • Different colours and different calendars for Job Planner

                    So we also use Google calendar, we have different colours for difference types of business. For example: Blue for Dry Hires, Red for Our own Gigs etc...

                    10 votes
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                      0 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                    • Floating days row on Job Planner

                      We have a number of bookings at similiar times over the coming weeks and have found that space on the Job Planner screen is limited even when viewing on fullscreen.

                      Currently the inputs for updating the view 'float' with the dates for the week currenlty being viewed, however this restricts space to actually view the planner by at least 2 rows. Really the only information that is relevant when scrolling down the job planner is the dates, so it would make sense for the 'Update View' inputs to stay fixed at the top of the screen to maxmize your view.

                      2 votes
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                        0 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                      • Year view on Job Planner

                        Would be great to have a year view on the job planner view. It would be a really quick way of locating on a day view that is a few months ahead.

                        What would make most sense to me is if the days are then coloured the same as the heat map settings and possibly sneak in the the number of jobs on that day.

                        10 votes
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                          2 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                        • Projects on job planner

                          It would be great to have an option to allow you to have a project name show once on the job planner, rather than seeing every opportunity detailed separately within that project

                          14 votes
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                            1 comment  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                          • Show number of staff allocated on job planner

                            When you have allocated staff to the job ( we do this up to 6 weeks in advance with bookings still being taken) It would be beneficial to have a symbol of a person appear with a quantity at the side of it representing the number of staff allocated.
                            In a similar way to the clock and location symbol, this icon (symbol of a person) would represent staff have been allocated to the job, with the number at the side of the symbol representing the quantity. This would enable you to check that all jobs have been assigned staff without…

                            3 votes
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                              0 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                            • Customize information in Job Planner

                              It would be really nice to customize the information you see in the overview on the Job Planner (Opportunities > Job Planner). Now only the Name, Date (which you can also see on the calendar) and Location.

                              3 votes
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                                0 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                              • To make the Job Planner ical feed role-restricted

                                It would be useful to make the ical feed role-restricted for the job planner so that certain users have restricted access to orders. If it can't be removed then if the ical feed can be stopped at any point by an administrator.

                                3 votes
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                                  0 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                                • Job planner printout for a day

                                  Job planner printout for a day

                                  We need you advice about the “Job Planner”
                                  We use your Job Planner to make our daily printout by means of copy – paste of “External Description” of each order of a day.
                                  The content of this printout simple. Just the “External Description” and allocated technicians for each order of a day.
                                  May be you have a button to get such a printout? Or is it possible to add such option to the menu of “Create” in the right upper corner of a Job Planner screen?
                                  With best regards, Andrew Shapovalov, LEATER PLUS, Ukraine

                                  11 votes
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                                    3 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                                  • "Current day" button in job planner

                                    is it possible to have a "today" or "current day" tab in the job planner. If you are searching around.... it would be good to have a hot key - to jump back to the current day.

                                    9 votes
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                                      1 comment  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Remove complete jobs on job planner

                                      On the Job Planner it always shows completed jobs.
                                      Which is fine unless a hire comes back early for example, kit checked in, job complete but it still shows on planner until the scheduled end date.
                                      You can include Order, Draft, Enquiry and quotation but no way of de-selecting Complete.

                                      4 votes
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                                        1 comment  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Generate new iCal feed URL

                                        In the unfortunate event an account is compromised, it would be nice if the iCal feed URL could be refreshed to a new URL to eliminate the possibility of others having access to it.

                                        4 votes
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                                          0 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
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