Improving Efficiency in Providing Access to Customer and Inventory Information to Staff Across All Locations
For multi-location users, there is a pressing need for improved options to facilitate the sharing of customer and inventory information across all users operating in different locations. The current process allows staff to be designated as invoici...
When changing a staff member to Terminated status, it should also uncheck the timesheet requirement as the staff member will still appear in the drop-down list if the timesheet requirement is still checked, even when in terminated status
Hide Gross Profit from ticket view for select roles
Some owners have requested the option of hiding cost and gross profit from ticket views for select user roles. This idea would be to add a custom permission that if enabled would hide cost and gross profit from being shown when in a ticket or inve...
James Schellhorn
about 2 years ago
in Staff Management
1
Future consideration
Show Employee Role on Staff Overview Screen, Rather Than List by Role
This helps the Support team be more efficient by seeing a role of a user without the extra clicks to edit their Staff Profile. (Admins and Accountants are easy to tell because of their visual marker.) An idea would be to add a column with a list o...