Team Dashboard - What would you like to see next?
OfficeTools is always looking for improved ways to help you visualize data that is important to you.
With a new dashboard attached to the Activity list, we've provided even more options to view your teams work and productivity.
Tell us what you think and what dashboard tiles you would like to see next.
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Comments: 9
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03 Feb, '22
TFGreat dashboard update!!! Would love to see the option for the Total Time Tracking option for the week at a time rather then a specific amount of days in past. IE - "This week" or "last week" as options as well. Looking at the last five days on a Monday is slightly wonky as it is.
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04 Feb, '22
Marshall Reiseri'd like to see Billings for various periods - week, month, prior month, YTD
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07 Feb, '22
Randy Clarkdelete - found the feature I was looking for
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07 Feb, '22
Randy ClarkAccounts receivable by customer
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07 Feb, '22
Randy ClarkPayments received today and by which method
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08 Feb, '22
MajdoulineA/R Aging.
Thank you -
08 Feb, '22
Jennie WatsonI would love to see a client pop up for need to know information. (ie...clients husband passed away or never leave voicemails) Any information that someone can enter that would pop up when you click on the client.
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08 Feb, '22
MichelleThe option to customize the dashboard to see a prior year comparison for total/billable hours, projects completed, projects assigned as of a certain day, etc.
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08 Feb, '22
MichelleThe ability to text with clients and save the texts and/or documents/pics they "text" to the firm.