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Post-Meeting Suggestions

Feature Request

  • Add “Compliant” as status option that shows in green like the “Up To Date” option. We would like to see this instead of “no expiration”.

  • Add “Attachment” column option in expiration items view so you can easily access uploaded document that goes with expiration date

  • Add “Job Title” or “Audience” column option to Expiration Items view

  • Add “Supervisor” column option to Expiration Items view

  • Add filter feature on all columns in Expiration Items section, right now it only is featured in the expiration date section. Right now this would be helpful for us to sort by tags to easily see which items are missing a tag for certain reports.

Posted by Chelsea Barbetto ·
Status: Planned3 comments

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Comments3

  • Jessica Nardone

    Team•

    Sep 25

    Hi Chelsea,

    Thanks for your feedback! I will address these items below in case you find this helpful!

    1. We can review this and discuss options. In the meantime I might suggest creating a green TAG and call it, ‘Compliant’ and slapping that onto exp. items that are in the ‘No Expiration’ status. But we can brainstorm this internally.

    2. So if there is a paperclip icon next to the expiration item’s record name, it indicates there is currently an attachment uploaded to that record and you can hover your mouse over it for a preview of that attachment.

    3. & 4. So we don’t offer columns for ‘job title’ or ‘supervisor’ in the exp. item list view, because the columns that are available are pulling data from exp item records. Job title and supervisor would be tracked under contact records, which are different entities. But you CAN use those as columns in your contact list view as per the below screenshot. You CAN use a ‘contact’ column for display on your expiration item list view and the data would show the contact’s name if any, linked to those items.

    1. If you mean the ability to click on the ‘Tags’ column header and sort your list view by TAGS, actually you could do this before. So I think perhaps in a recent update or relevant bug fix, that might have accidentally been removed. So I will look into getting this fixed and follow up.

    • Chelsea Barbetto

      •

      Sep 28

      Thank you! Is there a way to add a start date column in the expiration items view?

      • Jessica Nardone

        Team•

        Sep 28

        Hi Chelsea,

        We would consider ‘start date’ to be a ‘custom field’ meaning it’s not a field we provide by default, but if you wish to track employee start dates you certainly can by creating a custom field, that will allow you to track that data.

        Unless I am assuming incorrectly though, a ‘start date’ would likely apply to a ‘contact’ entity, so my suggestion would be to create the ‘start date’ custom field on contacts, not expiration items. And once you create that custom field, you will be able to add it as a column to view under your contact list view, but not the expiration item list view page.

        To add a custom field, simply go into any contact entity/record, and scroll down to the custom fields section, then click ‘add custom field’. You will need to select a TYPE (text type, date type, etc.) and then give it a name. That’s it! It will now stick to ALL contact records both present and future, and you can now start filling in that data whenever you see fit. Below is a quick screenshot of where to find custom fields on a contact entity from a demo record.

  • Linked to Custom Reports Enhancement

  • Linked to Add Companies as a field to display at the Expiration List