Questions?

Is it possible to show the client or internal notes (see image below) from a project (Smart) as a column in the dashboard? I think have marked ALL the "Notes" checkboxes in the column tree, but none of them show these notes.

Thanks

Hi,

We would like to request the Double Booking Alert functionality with the Planned Start Date and Planned deadline fields.

This is because that field reflects the actual time when the Vendor is busy and this is the useful information we need to prepare our reports and plan our workflow.

I think this should be easy to implement, as it wouldn't require to code much.

Other fields only reflect the time on which we created the event and not the actual time the vendor is busy interpreting or translating.

Is there a way to search / filter clients in SmartViews by their Tax No.?

Which client properties does the Client Properties filter search in?

Thank you!

When the final job is set to Ready, the project is automatically closed, even if the PM has not delivered the files to client. Is it possible to avoid this, apart from creating a new job called Delivery to client or similar?

Dear All,

Do you know the variable name for the Client PO Number for customer invoice BIRT Template?

Thanks.

Thierry

We do use the User Groups to manage access permissions... but we'd love to be able to limit access to specific clients. 

Example... we have 10 PMs but only three of them work on client X. Client X has specific privacy requirements. Can we set user rights so only the three PMs have access to Client X's projects/files?

I don't think this is possible, so maybe it should be in the 'suggestions' area.

Thanks!

Hi XTRF,

I have noticed that sometimes the task deadline in a Smart project is empty while the project deadline is filled. I would have expected that in Smart the task deadline is always the same as the project deadline, but apprantly there is exceptions.

For reporting purposes, it is important to know what is going on here. Is there some logic, or is it a bug somewhere?

Thanks in advance,

Regards,

Krijn

Can we designate general location of cloud hosting? Or is Germany the only location?

We could benefit from having servers in the US. Any thoughts or would that only be self hosting?

Is it possible for Project Coordinators to receive all notifications instead of Project Managers getting them? I am referring to Vendors' and Job's notifications.

Can you update the Project Manager via API? I don't think you can, but this would be helpful for us.

Thanks