client reviews - address book
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13 posts in this topic

Would be good if Ftrack would add some sort of functionality for adding client email addresses for reviews so that I don't have to type them in each time.  Or at least remembering the last review names and making that the default.  It gets to be a pain when you have 4 clients and 2 dailies per day.

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Thank you for the feedback.

 

This was actually planned for the initial implementation, but fell through due to time constraints. I'll bump it up and see if it something we have time to tackle again.

 

Regards,

Lucas

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Bump please. This process is such a time waster in my day.

 

I'd love an address book or at least ftrack to remember the clients that I've already put in for that job so I can just choose them again.

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Hi,

We have just added a new "Clone review session" feature to client reviews in ftrack 3.3.17. Cloning review session will allow you to carry over the collaborators from one review session to the next, making it a lot easier to work with reoccurring review sessions with the same collaborators. Hosted sites will be upgraded to this version during the next week. More information is available in the release notes for 3.3.17.

We still have more plans to further improve the workflow when inviting collaborators to review sessions going forward. Please let me know what you think; does the new feature implemented work for your use cases, or do you need anything more?

Regards,

Lucas

review_session_clone.png

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Hi @Lucas Correia,

Cloning the review session is helpful when I need to create a new review session on the project. 

I have various projects with the same client. It would be appreciated to have an address book to not lost time enter again and again the email address or looking for it each time. 

Is it something that you think to implement on Ftrack? 

Thank you

 

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Hi Margot,

For the next iteration of the client review interface, we will make it possible to add previous invitees by searching for them by name.

Further down the line, we may also introduce a way to view and manage all external collaborators/clients.

Thanks for the feedback!

Regards,
Lucas

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Is there still a plan to implement this? Would it possible to at the very least add users with Ftrack accounts by searching for them to take part of the manual process out of it? Cloning is helpful in some situations but doesn't solve the issue for large scale projects. 

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