Search capabilities expanded
complete
A
Amy Jahraus
Please expand the current User & Board search capabilites. Currently, you can only search for a specific board or user/that 'starts with'. We have 40+ pages of users. Can we have a means to filter only active users & only configured boards?
Log In
Jason Casuga
complete
Marking this as Complete with potential room to add more search and filter capabilities in the future. Check out the Changelog for more details about the new filtering capabilities: https://roadmap.timezest.com/changelog/new-filtering-capabilities-to-focus-on-specific-search-results
Jason Casuga
planned
Jason Casuga
Merged in a post:
TZ Dasboard to show all activity, not just new reqeusts
M
Matthew Zaroff
The TZ Dasboard page only shows new schedule requests, why not have it show all activty, including reschedules and cancellations. Had an issue today where an appointment "disappeared" from a tech's schedule. Because it was gone, we didn't know if it was removed by accident or what.
And no one could remember what client it was for. It took almost 30 minutes to open each ticket and check the internal notes to finally find the one that was scheduled for that specific date/time and confirm the client had rescheduled the appointment.
Jason Casuga
Merged in a post:
Filter Appointments by Resource/Type on Dashboard
J
Josh Upton
Instead of using the CSV and manually filtering the data it would be nice to be able to filter the dashboard by resource or appointment type. We record weekly metrics of which techs have booked the most appointments so it would make that easier.
Jason Casuga
Jason Casuga
Merged in a post:
User Filter
T
Tyler Lesmeister
Include a Filter option on the Users page (https://app.timezest.com/settings/users) to allow filtering by Administrators vs Users.
Jason Casuga
Jason Casuga
Merged in a post:
My Schedule on Dashboard
B
Bailee Rios
It would be most ideal for each user to see only THEIR meeting links (what's been scheduled, what's been sent, what's been scheduled). Currently everyone, no matter of account type, can see every users scheduled links and they aren't able to filter themselves out. The dashboard could be more beneficial by adding a filter feature or a 'My Links' dashboard.
Jason Langenauer
Hi Josh,
There's some internal changes we need to make to how TimeZest stores data to support this, and those are actually in development at the moment. We expect to be able to offer this functionality in the not-too-distant future.
Jason Langenauer
Hi Amy,
We recently added an option to only show active users in the user screen. I hope this makes things a little easier for you.
Jason
Load More
→