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Addition of Phone Number and Latest Contact Note Columns in Jobs

Description:

Enhance the user experience in the Jobs section by introducing two new columns: one for displaying the phone number and another for the latest contact note. This will streamline the job booking process by reducing the need to navigate in and out of the search function.


User's Original Request: "It would be really useful to have a phone number column & latest contact note column in Jobs, please. We search by location area when booking our jobs but you have to go in & out of the search to find out what the latest notes say & the client's phone number then back into the Jobs, which is quite clunky for the user."


Developer's Insight: Incorporating these columns directly within the Jobs section will significantly improve user efficiency, especially for teams that rely heavily on location-based searches. By providing immediate access to essential details like phone numbers and the latest notes, users can make informed decisions without the need for repetitive navigation.


Proposed Solution:

  1. Phone Number Column: Introduce a dedicated column in the Jobs section that displays the client's phone number.

  2. Latest Contact Note Column: Add a column that showcases the most recent note associated with the contact.

  3. Optimized Search: Ensure that the new columns are seamlessly integrated with the location-based search function, allowing users to view all relevant details in one place.

Status: In Review1 comment

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Comments1

  • StanleyPDallas

    •

    Feb 19, 2025

    This would be very helpfull. We are relitivle new to Formitize. The biggest complaint we have is the amount of jumping around we have to do to get a task done. Someone really should evaluate how many clicks it takes to acomplish tasks.

    Providing uor Field guys basic information (phone numbers / contact names) should be a given, not a feature request.