Feature Requests

I used to be able to categorize projects by all projects or projects assigned to me specifically in the original Albi Mobile app. I like having more filter options and It would be even better to filter by "Assigned Staff" alongside the current filter options.

Need ability to sort by Date Range - Not only "Created Date". For example, if I want to see all jobs Paid this week, Or Closed this week etc, there is no ability to do this!! This is a super basic function being able to sort your projects by a date range to run various reports.

Let's say I'm a Project Manager, I want to filter out only my projects. It looks like currently you can sort and filter by status. Can I filter by PM?

When you use the "Lost" action modal, it should auto-populate the Project Lost date field under that project's Dates tab.

Please expand the pop-up module that appears when you clone. See screenshot below. It would include these added options: -Link cloned project to original's other linked projects -Carry over relationships -Carry over staff Noah

The need for Note Templates to streamline the process of creating notes within the system. Currently, users must manually enter similar content for recurring scenarios, which is time-consuming and prone to inconsistency. Note Templates will allow users to create and save standardized templates for common note types (Intake Template, Daily Progress Template, Work Complete Template, Collections Template, Etc. This will allow faster, more efficient note-taking and improved consistency across the team with the important details needed.

Create the ability to set reoccurring tasks for a project. For example, Follow Up with Adjuster set up on 2/1, and reoccurring every other day, ending on 2/21.

For example when creating test projects for educational purposes, when a project gets deleted it should disappear completely from the system.

Abiltity to task more than one person on the same task

Having the ability to associate a note with multiple projects will help when you are working with linked projects and they need to have the same note.