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Additional filters for the Bespoke Report

What is your challenge? Unable to filter as required on the Bespoke Report. Ideas are as follows: oldest to newest, overdue to not, emergency to low priority (for all schemes), and vice versa? How does this impact you? Takes longer to add ...
Chloe Court 3 months ago in Reporting 0

Save filters on reports

What is your challenge? Every time our customers run reports, they have to add the filters required. How does this impact you? If you could save the filters on the reports, it would save our customers from having to add the same filters re...
Chloe Court 3 months ago in Reporting 0

Closing or archiving a discussion

What is your challenge? Unable to close/archive a discussion once completed. How does this impact you? Discussions are just left open, so hard to track which is active and which isn't. Please describe your idea Add a close button to ...
Chloe Court 3 months ago in Discussions 0

Drop down box for categorisation on plot/scheme documents

What is your challenge? Unable to add options to the drop-down boxes for categorisation on plot/scheme documents. Customers want to be able to add their own options, so it's customisable to them. How does this impact you? Currently just ha...
Chloe Court 3 months ago in Other 0

Project Summary Report - Date filters

What is your challenge? When using the Project Summary Report, our customer is unable to filter by the dates they want to report on. How does this impact you? Not fully accurate reporting, as you can't choose the timeframe required. Pl...
Chloe Court 3 months ago in Reporting 0

Add more options to the Tenure field in a plot

What is your challenge? Unable to differentiate whether plots are affordable, shared ownership etc. How does this impact you? Difficult to understand which plots are which Tenure type. Please describe your idea Add different options ...
Chloe Court 3 months ago in Plots 0

Employers Agent portal

What is your challenge? Unable to have the correct setup for the Employer's Agents. They need a dedicated portal that gives them full visibility of everything required to do their job. How does this impact you? Unable to give the correct a...
Chloe Court 3 months ago in Other 0

Defects by Scheme Report - Missing column on Excel compared to PDF

What is your challenge? On the Defects by Scheme Report, the Nominations column is showing on the PDF but not on the Excel. How does this impact you? Unable to export this to Excel as an editable format. Please describe your idea Add...
Chloe Court 3 months ago in Reporting 0

Accept and reject options as part of the email notification to the contractors

What is your challenge? Not knowing when a contractor has received a job as they don't log in How does this impact you? Having to chase contractors on updates Please describe your idea We would want every contractor to log in but if ...
Clair Currie 4 months ago in Nominations 0

Warranty period set at plot level

What is your challenge? Warranty period can only be set at scheme level How does this impact you? We have mixed tenure schemes with different DLP's so have to separate the schemes which affects our reporting Please describe your idea ...
Clair Currie 4 months ago in Plots 0