I suggest you ...

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 15 are just a distraction.

This would allow them to see a visual plan of what events are approaching.


13 votes
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Ben McCarthy shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →


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  • Fernando Lopes commented  ·   ·  Flag as inappropriate

    Would be nice to tag a Job a "no-crew" job. Simillar to the "Customer Collecting and Customer Returning".
    That would give the user a more quick and effective view of the jobs with or without crew.

    look at the attached picture to get the idea.

  • Fraser commented  ·   ·  Flag as inappropriate

    I'd really like to be able to search for tags in the calendar screen as well as the activities screen. it would be incredibly helpful.

  • Pickard Events commented  ·   ·  Flag as inappropriate

    It would be great if we could filter the calendar to show "In Use Dates", effectively giving us the live days of the shows

  • Leigh commented  ·   ·  Flag as inappropriate

    Trying to go paperless. Ever dependent on computers telling us what and when to do it..

    To be added in the job planner for an operations manager to request build before the actual delivery date. This acknowledgment should appear in the same way job planner shows delivery dates. It should include a tick box to exclude weekends and thus, build between office hours.

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