Being able to go to a company, job, contact or applicant or contact by clicking on the to do item or an event would be really useful.
Date
Votes
2 comments
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Martin Smith This feature request or “improvement” of a feature is so that we can access a ‘to do’ or event from wherever it is seen.
For instance, as things stand you can see a 'to do' in the "today’s agenda" drop down form but you cannot navigate to the candidate or contact without performing a search, it could so easily be a click away.
But the only way to get there is to navigate to the calendar and finding the 'to do' in there or to try to find the record. Both are time-consuming.
There is a fantastic view using the form “actions and to do’s” from the stats form (the Action and to do's button just above the users KIP button.
However, once again, you cannot navigate to anything, nor does it show the applicant, contact details etc. This renders it totally ineffective as a list other than oddly having a Done tick box ????? Why can you mark it as done from there?
That screen could be so useful but currently it is pointless. If on the other hand you could “list " it, you could then just quickly complete a task and move to the next using the next record arrow function. That would be such an improvement in performance.
Sadly the same applies to the agenda, it would be fabulous if one could navigate from it.
For example, use the agenda drop down, select a record and deal with it, then use the drop down from the agenda button to select the next to do or event, opening the appropriate record. Although it would not create a list you would be two clicks (one for the agenda button and the second to take you to the record (contact or candidate event or to do)
This would make that feature "best in class" and be Uber efficient.
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Mark Mathews This has been delivered in HRS Connect v1.6
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