Drag & Drop Visits
Melanie Flores
I would like to be able to drag and drop visits to different days. right now, if a client moves their trip to a different week or month, I have to edit each visit to change the date or delete them all and re-create on the new dates. That's a lot when it's 3 weeks of 3 visits per day.
I'd be so much easier to just highlight and drag the visits all over to the new dates at once.
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Melanie Flores
Adam, I think adding confirmations before a move is finalized, would be fine.
Adam Smith
The main concern with adding this functionality is the risk of
accidental moves
. With drag-and-drop, it's easy to unintentionally shift something without realizing it.Right now, the worst case with drag-and-drop is that a visit is moved to a
different time
on the same day-but it won't be missed altogether. With Sitter Day View
, visits can already be reassigned between Sitters via drag-and-drop.If we were to allow
drag-and-drop between days
, we'd need to add safeguards. Some possible protections could include:- Limiting this feature to within a client's profile, so you're only moving that client's visits between days.
- Adding confirmations or other checks before a move is finalized.
If anyone has suggestions on what protections would work best, we'd love to hear your input.
S
Suzanne Joyce
Yes that would be great!
J
Jakob Senneville
Yes!!!
A
Andrea Siedler
It would be great to be able to drag/drop the order on the calendar and the route view to get better accuracy in mileage calculation.
J
Julie Gonzalez
Or drag or drop the oder of the visits.
R
Raylene Hoover
This would be WONDERFUL!!!
Karen McGovern
Great idea!