Remove Consultant as mandatory field in TASK filters
As an administrator, I sometimes need to manage tasks for multiple agents in bulk or view all tasks assigned to specific contacts or dates, regardless of the consultant attached.
The consultant field is currently mandatory and cannot be blank, nor can you select more than one consultant at a time.
I would like the ability to deselect a consultant on the Task Filters, or select multiple consultants (eg, other pod team members) to enable more accurate filtering via other fields.
Jessica - Buxton
shared this idea
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Jessica - Buxton
commented
Hi B&D,
Got the following email response to this request (see below). Copying in case it's of use to other users...
This work around could solve the pod scenario, thank you very much!
It won't solve for data clean up of inactive team member tasks however. An example use case would be needing to bulk delete all tasks older than 2 years for all inactive team members across the network.
"Box+Dice/Inspections, Tasks & Appointments
Idea: Remove Consultant as mandatory field in TASK filters
Hi Jessica,Thanks for your suggestion. We will wait to see what other user feedback we receive around this, but also wanted to provide you with a work-around of this limitation to solve part of the issue that you raise.
If the pod team members have been added to a Consultant Group, you can select to view that group's statistics on the main Dashboard. If you then click the TASKS link in the upper left corner of the Dashboard, that will jump you to a combined view of all those team members' tasks, and you may apply further filters from there as necessary."