When someone goes on holiday. Is there any way Glide deals with that?
For example, can it reallocate any jobs to another person or prevent any allocations to them?
When someone goes on holiday. Is there any way Glide deals with that?
For example, can it reallocate any jobs to another person or prevent any allocations to them?
Show current stage in when in the job view, even when no routes visible to current user.
Job view url example https://www.whatsglide.com/i/ams_motInfo.php?id=1
Current stage seems to show in the div with id stageBar_789
Option to BCC and CC on triggered emails
see title
To be able to sort widget listings by client name / year end / stage / etc not just by deadline
Under each client, have a quick link to open the email message sent out via Glide under the Email/SMS messages tab and in each task where an automated email is sent.
Ability to create and store word templates within Glide. Then use a mail merge type feature to extract data from Glide to populate in the word template. Then the ability to save the word template as word/pdf etc.
Would be useful to be able to see overdue tasks and those upcoming separately. Currently the overdue tasks take up too much space at the beginning of the widget
To be able to edit comments if a mistake is made or if it becomes outdated and needs updating, rather than having to delete and repost the comment.
To be able to set a task to reoccur automatically (every week/month etc.) when completing it, rather than changing the deadline each time.
The ability to allocate Tasks to a team (such as admin team) rather than only individuals. The Tasks will therefore show up on the dashboard of every member of the (admin) team.
Improve email editor formatting functions as currently the emails look incredibly basic and nothing like any other emails that we would send out.
Auto link so that when clients are created on Glide they are automatically set up on Taxfiler
Comments feature would be greatly improved by a date/time stamp rather than generic time ie '3 months ago'
Would be very useful to have a widget for top WIP linked rather than for the firm as a whole so individual partners can monitor their WIP from the dashboard.
Ability to log calls with brief description of conversation.
Add in the ability to download a report to GoogleSheets as well as current CSV option
Delay target date for each day the workflow sits on a certain stage - e.g awaiting additional information from the client.
We cant complete the job without the additional information, so each day we wait needs an additional day added to the target
The ability to shorten a target date by days/working days through the workflow editor
It would be very useful if we could share reports with specific users, as at present there is only the option to share with everyone or with no one.
The ability to view job notes on Jobs Held widget would be handy - similar to the way it is presented in the jobs pool
Hi. Would it be possible to add an automatic date to appear on the comment box when a note is added.
When using the calendar to add a date, it would be helpful if today's date could be highlighted in a square, colour or something similar as you often see when filling out dates in other software.
It would be helpful if the format of the Systems Summary widget could be adapted to include a separate column showing the total number of live jobs ie. Not Started and In Progress as the Jobs column currently includes completed.
Similar to the export of the glide client lists, it would be useful to export the links/relationships of the clients in addition to the current import feature.