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  1. WORKTERRA
  2. WT-9262

Information at Company Level

    Details

    • Type: Enhancement
    • Status: New Request
    • Priority: Critical
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - EDS
    • Reported by:
      Support
    • Feature Category:
      New
    • Severity:
      Simple

      Description

      We need additional information to be stored at the Company level so that it can be viewed and extracted.

      • Client Executive
      • EDI Analyst
      • Calendar/ Fiscal (Is it already captured?)
      • Notes: There should be a place where user can write notes or instructions specific to the client. This will be a great help especially when a new person takes over as client executive or EDI Analyst for the company.

      (Currently there is a place for notes at EE level, which doesn’t help.)

      CC Nathaniel Cornejo-Walker Cindy Wibbing Samir

        Attachments

          Activity

          abhay.patil Abhay Patil (Inactive) created issue -
          rakeshr Rakesh Roy (Inactive) made changes -
          Field Original Value New Value
          Module Parent values: BenAdmin(10100) Parent values: BenAdmin(10100)Level 1 values: EDS(10108)
          abhay.patil Abhay Patil (Inactive) made changes -
          Summary Notes at Company Level Information at Company Level
          abhay.patil Abhay Patil (Inactive) made changes -
          Description We need a place in WT for clients notes. There should be a place where user can write notes or instructions specific to the client. This will be a great help especially when a new person takes over as client executive or EDI Analyst for the company.

          (Currently there is a place for notes at EE level, which doesn’t help.)

          CC [~nwalker] [~Cindy.Wibbing] [~samir]
          We need additional information to be stored at the Company level so that it can be viewed and extracted.

          * Client Executive
          * EDI Analyst
          * Notes: There should be a place where user can write notes or instructions specific to the client. This will be a great help especially when a new person takes over as client executive or EDI Analyst for the company.

          (Currently there is a place for notes at EE level, which doesn’t help.)

          CC [~nwalker] [~Cindy.Wibbing] [~samir]
          abhay.patil Abhay Patil (Inactive) made changes -
          Description We need additional information to be stored at the Company level so that it can be viewed and extracted.

          * Client Executive
          * EDI Analyst
          * Notes: There should be a place where user can write notes or instructions specific to the client. This will be a great help especially when a new person takes over as client executive or EDI Analyst for the company.

          (Currently there is a place for notes at EE level, which doesn’t help.)

          CC [~nwalker] [~Cindy.Wibbing] [~samir]
          We need additional information to be stored at the Company level so that it can be viewed and extracted.

          * Client Executive
          * EDI Analyst
          * Calendar/ Fiscal (Is it already captured?)
          * Notes: There should be a place where user can write notes or instructions specific to the client. This will be a great help especially when a new person takes over as client executive or EDI Analyst for the company.

          (Currently there is a place for notes at EE level, which doesn’t help.)

          CC [~nwalker] [~Cindy.Wibbing] [~samir]
          abhay.patil Abhay Patil (Inactive) made changes -
          Assignee Vijay Siddha [ vijays ] Vinayak Kulkarni [ vinayak.kulkarni ]
          abhay.patil Abhay Patil (Inactive) made changes -
          Priority Medium [ 3 ] Highest [ 1 ]
          Vinayak.Kulkarni Vinayak Kulkarni (Inactive) made changes -
          Assignee Vinayak Kulkarni [ vinayak.kulkarni ] Sheetal Bodhale [ sheetal.bodhale ]
          sheetal.bodhale Sheetal Bodhale (Inactive) made changes -
          Assignee Sheetal Bodhale [ sheetal.bodhale ] Swapnil Pandhare [ swapnil.pandhare ]
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Assignee Swapnil Pandhare [ swapnil.pandhare ]

            People

            Assignee:
            Unassigned
            Reporter:
            abhay.patil Abhay Patil (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            4 Start watching this issue

              Dates

              Created:
              Updated: