Custom notes for individual clients in reports

Open

AdministrativeExtension Enhancement

Sanja Tosanovic

9 months ago

This thought came from Brett Coleman responding to a video overview I did on the two client report extensions here.

He wrote:

“Do you have any suggestions for if you wanted to make a special note for each individual client in the report for that specific month? I may have overlooked it.”

I certainly would use it.

Activity

Trev

6 months ago

Hi,

I really miss that functionnality !

I post the same here : https://feedback.mainwp.com/plugins/notes-in-pro-report-plugin-cl3smkkmr7015222yowtrwx85v9

Maybe an admin could delete mine ?

Regards.

Sylvain L

about 2 months ago

Definitely need that

Mark Pridham

about 2 months ago

Absolutely need this!

Zack Ellington

about 2 months ago

I would love to see this feature brought in to MainWP. Within ManageWP, we are able to add dated Custom Work entries for a site and then can include those within the report itself. Note that this is different from the Notes section for a site that is currently available within MainWP, which is useful for a different reason.


Custom Work / Custom Notes are incredibly useful for clients to see the custom work that's been done to their site for a particular period of time and also helpful for other team members to have a quick way to see the 'history' of custom work we've performed as well.


How the workflow could work:

  • Within a site's dashboard within MainWP, there would be a Custom Work or Custom Notes section with the option to Add a new note or to delete or edit previous notes

  • Within the Add or Create Note screen, there would be the option to input a date (when the work was performed) and a text area field for detailing the work itself.

  • Within the Pro Reports section, there would be a token or option to include the Custom Work within the report. This would only include Custom Work performed within the date range of the Pro Report

Trev

about 2 months ago

I would love to see this feature brought in to MainWP. Within ManageWP, we are able to add dated Custom Work entries for a site and then can include those within the report itself. Note that this is different from the Notes section for a site that is currently available within MainWP, which is useful for a different reason.


Custom Work / Custom Notes are incredibly useful for clients to see the custom work that's been done to their site for a particular period of time and also helpful for other team members to have a quick way to see the 'history' of custom work we've performed as well.


How the workflow could work:

  • Within a site's dashboard within MainWP, there would be a Custom Work or Custom Notes section with the option to Add a new note or to delete or edit previous notes

  • Within the Add or Create Note screen, there would be the option to input a date (when the work was performed) and a text area field for detailing the work itself.

  • Within the Pro Reports section, there would be a token or option to include the Custom Work within the report. This would only include Custom Work performed within the date range of the Pro Report

@Zack Ellington Sounds great

JakubJeziorski

14 days ago

I would love to see this feature brought in to MainWP. Within ManageWP, we are able to add dated Custom Work entries for a site and then can include those within the report itself. Note that this is different from the Notes section for a site that is currently available within MainWP, which is useful for a different reason.


Custom Work / Custom Notes are incredibly useful for clients to see the custom work that's been done to their site for a particular period of time and also helpful for other team members to have a quick way to see the 'history' of custom work we've performed as well.


How the workflow could work:

  • Within a site's dashboard within MainWP, there would be a Custom Work or Custom Notes section with the option to Add a new note or to delete or edit previous notes

  • Within the Add or Create Note screen, there would be the option to input a date (when the work was performed) and a text area field for detailing the work itself.

  • Within the Pro Reports section, there would be a token or option to include the Custom Work within the report. This would only include Custom Work performed within the date range of the Pro Report

@Zack Ellington

This is exactly what we need. When will this be added to MainWp?


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