We're still trying to determine the best way for our company to utilize the Job Phases feature of the program, so the majority of our invoice and payroll records do not get assigned a phase when they originally get entered into the system. This leaves us in a position where we have to go back and retroactively assign phases to those incomplete records when we want to run our reports in order for the reports to present the information in the way they were designed to. Currently, the only way to go about making those changes is by selecting each individual record from the report, assign the correct phase, and save and close the window. Very rarely are the records in any sort of numerical order, and even when they are it is only for a few records at a time, so the icon that takes you to the next record is not very useful and the process ends up being incredibly tedious, redundant, and time consuming.

I would like to see a feature developed that allows you to select/highlight multiple records on a report and apply a single input/value to the same field/box across all the selected records. Like just about any other software, you could use the CTRL key to select single records in different areas of the report and the SHIFT key to select a range of consecutive records. After highlighting the records you'd like to make adjustments to, you would click on an icon or action in one of the upper toolbars that would prompt you to select what field/box you would like to make an adjustment to, as well as what input/value you would like to be entered in that field. After selecting ok and applying the adjustment, all of the records selected would be saved to reflect the adjustment made.

It'd be very similar to the iTunes feature that allows you to make the same change to the song/album/artist information of multiple files at one time. (ex. assigning a genre to multiple albums at once). This would eliminate just about all of the inefficiencies associated with the process of making changes to multiple records.

by: Kyle J. | over a year ago | Review and Reporting