Pin Pull sheets
I would like a way to PIN a pullsheet or return manifest. Our company has many pulls and returns at any time and it can be frustrating to go through the lists and adjust the time to find the sheet again, especially if it's a return or prep that takes multiple days to process.
I would like to have a Pinned Lists page where I can access the sheets I have Pinned that are what I am actively working on. That way if I have 2 shows prepping and 3 shows returning in a week, I can have those pages easily accessible each day I am working on them.
Thank you,
This could also be a useful tool for account reps to be able to quickly refer back to the quote they are working on frequently so they don't have to wade through all of the other reps quotes, especially if they are far out.
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Official comment
Hey Zak,
While we don't currently have a pinning feature, what you're looking to do could be accomplished fairly quickly through our Projects feature (Main Menu > Projects > Pull Sheet/Manifest/etc). When you navigate to the respective Projects, you can filter by Status to show what's currently being worked on. For example, if you'd like to see your Pull Sheets that have not been prepped yet, filter by Status to show "Awaiting Prep" only (assuming you haven't customized your Pull Sheet Workflow), and that will then show you only those Pull Sheets.
Customizing your Workflow can even help you be more specific by adding more Status options. For example, you can have your Pull Sheets start in a "Created" Status and then use a Workflow Action to move them into "Awaiting Prep" when necessary - this can also be triggered by moving the Parent Quote from one Status to another via Chained Child Actions.
If you'd like to reference the Projects from your Home page, you can create and customize Calendar Templates (Main Menu > Projects > Calendar Templates) so that you have a "Prep Calendar" that only displays Pull Sheets in a particular Status and uses 'Fetch By' Start Date as well as a "Return Calendar" that only displays Manifests in a particular Status and uses 'Fetch By' End Date.
If you need assistance with any of the above, please reach out to training@flexrentalsolutions.com for information regarding our training options.
Thanks,
Nick Nazario - Customer Success Manager
Comment actions -
Hello Nick,
Thank you for your response! I'm going to look into that some more but it doesn't quite do what I was looking for.
Our company creates pullsheets by department. This is helpful in streamlining what each department needs to pull, so a show may have 4-6 pull sheets, Audio, Video, LED, Lighting, Production, Adds etc. This means that for any given week there can be dozens of pull sheets, so sorting pull sheets in projects by awaiting prep doesn't really help narrow it down to just the two or three pull sheets I am working on. In fact it's actually more chaotic than going to Warehouse>Prep Pull Sheets.
I think your suggestion of a custom calendar templates could work if there was a way to add a "Pinned" or "Active" Status to sort by. Unfortunately, I don't have permission to create or edit Calendar Templates within our organization.
Thank you!
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