Search found 24 matches

by cit
Tue Dec 16, 2025 2:20 pm
Forum: Feature Requests
Topic: Banner Alerts
Replies: 11
Views: 240374

Re: Banner Alerts

Hi,

We would also like to be able to create banner alerts/reminders for sites. Can the feature request priority be revised please?

Thanks
Duncan
by cit
Wed Jan 22, 2025 4:55 pm
Forum: General Discussion
Topic: API search on custom field and value
Replies: 6
Views: 14479

Re: API search on custom field and value

Hi API team,

We're having this same issue again but I'm not certain when it started, possibly within the last few days. Can you check if the previous fix is still on our instance please?

Thanks,
Duncan
by cit
Thu Aug 22, 2024 9:58 am
Forum: General Discussion
Topic: API search on custom field and value
Replies: 6
Views: 14479

Re: API search on custom field and value

Thanks again for the reply. I've send a PM as requested.

Duncan
by cit
Wed Aug 21, 2024 10:53 am
Forum: General Discussion
Topic: API search on custom field and value
Replies: 6
Views: 14479

Re: API search on custom field and value

Hi, Thanks for the suggestion. We have 21 custom fields in the "Leads, Quotes, Jobs & Recurring Custom Fields" section so that shouldn't be the issue for us. Strangely it is working for some jobs, but not all. Is there a combination of custom field values that might impact it? We have ...
by cit
Tue Aug 20, 2024 12:24 pm
Forum: General Discussion
Topic: API search on custom field and value
Replies: 6
Views: 14479

API search on custom field and value

Hi, We are using the API search functionality to get jobs where a custom field has a specific value. This has been working for at least a year, but seems to have stopped working over the last few days/week. This is the query we are using: /companies/0/jobs/?Stage=in(Complete,Archived)&CustomFiel...
by cit
Thu May 23, 2024 8:54 am
Forum: General Discussion
Topic: BI reports automation
Replies: 2
Views: 4136

Re: BI reports automation

Just in case any one is interested I had the following reply from the support team which I wasn't aware of. The dashboard subscription has given us the extra functionality we needed. With BI you can create dashboard with which you can add your BI questions to and setup what is referred to as a Subsc...
by cit
Tue May 21, 2024 10:52 am
Forum: General Discussion
Topic: [Released] API job attachment user
Replies: 1
Views: 2944

[Released] API job attachment user

Hi,

Can you let me know what column name I need to use to return the user with the job attachments request please?

Thanks,
Duncan
by cit
Tue May 14, 2024 10:45 am
Forum: Feature Requests
Topic: Job PDF & Form Builder template download via API
Replies: 2
Views: 10533

Re: Job PDF & Form Builder template download via API

Hi, thanks for the idea. Notifications will definitely work for Job PDFs, but not for Form Builder templates. Is there anything else we can use?

Ideally we'd like to download these via the API to process with our own automation services.
by cit
Mon May 13, 2024 2:18 pm
Forum: General Discussion
Topic: BI reports automation
Replies: 2
Views: 4136

BI reports automation

Hi, We would like to use BI reports to expose data to customers in some kind of automated fashion. The "scheduled reports" functionality is way too restrictive to get the data in a suitable format. Are there ways to achieve this along the lines of the following: - Is there a plan to allow ...
by cit
Tue Feb 06, 2024 10:04 am
Forum: Feature Requests
Topic: Job PDF & Form Builder template download via API
Replies: 2
Views: 10533

Job PDF & Form Builder template download via API

Hi, Can we add the ability to download Job PDF and Form Builder templates via the API please? Our use-case is Landlord Gas Safety Certificates which need to be sent to a housing association. At the moment this is a manual process using the built-in email functionality, however it's very time-consumi...