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PatriciaMo1
PatriciaMo1
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  • Hi community, we have a custom field in a task custom form to capture notes. Is there a way to only display the last xxxx number of characters entered, and not the whole content entered in the field? as more notes get entered, it is getting quite long when it displays in a report.I know how to do t...

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    Questions

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    6
  • Hi everyone, I need some help: I created a template and associated it with a company that has billing rates Some rates will need to be changed only for the projects that will be created from the template I went on the billing rates tab and changed the rates on the "template billing rate" column....

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  • When you select a comment, it points to the page/spot where it belongs, which is fine, but if you continue to scroll through other pages on the proof, the comment will still show, (even if you have a "current page only" filter applied), and will stay there until you click on a different comment. Thi...

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    Ideas

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    131

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  • On the legacy viewer, users were able to filter comments by "all actions", this si no longer the case on the new viewer. Could you please restore that feature? Thanks

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  • On the legacy viewer, non-licensed users were able to select their commenting default color, this is no longer the case on the new viewer. Could you please restore that feature? it helps quickly determine who has made the comments without having users go select a color on each proof.

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    Ideas

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    113

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  • It would be really helpful to have a "New Project Button" on the main navigation bar so we don't have to go to Projects -> Projects -> New Project all the time. The less clicks for this frequently used action will be fantastic

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    Ideas

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    342

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    15

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  • It would be easier for users if when working on the billing rates on a project, there was an option to select which billing rate they want to use: Default, Company or Project. This way with one simple click they can determine what works best for that particular project We don't use default billing r...

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    Ideas

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    114

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  • Hi there, i did a search but couldn't find anything. Is there a way to report on the next upcoming task? I have a task report to show the tasks due on the next 2 days, but wondered if there is a way to show the next 2 incomplete tasks regardless of when they are due... Patty Moreno McCann Health

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    9
  • Hi, I have a project report. A column has a nested list an the code reads: displayname=Submit to ICAD listdelimiter=‍ listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({name}="Submit to ICAD",{plannedCompletionDate}) valueformat=HTML Now, I need to sort the report by t...

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  • I need to create a form to order supplies. If I Have a list of items to choose from a checkbox list, how can the requestor add a quantity? Or will i need to use single line field for each item? Has anyone come across that? Thanks!

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    Questions

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    263

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