Client Info (Phone, Email, Notes about client) should have dedicated spot under details.
There should be a way when adding a Job to add the Clients contact info (name, phone, notes such as gate access/personal note about client) and this info should show up at the top of the Details page. As of now you have to manually type in any contact info into the job notes (which should be reserved for notes about the job). This would not only look better from a UI perspective but would save the employee's time by having it under the Job name/# (above the address line).
Kevin
shared this idea
Morgan Cassady
responded
Thanks for the great suggestion, Kevin! Let’s let folks vote with you on this idea, and our development team can look to add it to ClockShark in a future update if it gathers support. Of course, if you have any other suggestions or ideas, please just let me know @ morgan@clockshark.com. :)
3 comments
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Scott Waters
commented
Also to have the ability to have a different address then what is in billing would be great. We have clients with multiple addresses.
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Scott Waters
commented
Please integrate this feature. Would be great to have this info sync with the calendar as location information. Right now having to do a lot of double work.
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DougStephen
commented
And the phone number of the client Needs to be a clickable Hyperlink so we can actually use it without writing the number down on a slip of paper and retype it into the phone again..