UI/Functionality Requests

Posted over 2 years ago by Diana Culley

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Diana Culley

[#3615] Add ability to view the calendar current week summary instead of the last 7 days.


[#3719] When ordering project materials one at a time and the product has a default supplier setup, the created PO doesn't have the default supplier selected automatically.


[#2666] - Checkboxes for deletion of lines on quotes/ advanced POs (skips having to confirm the delete alert for every line)


[#2670] - Printing/ emailing -> page scrolls to section when opened, scrolls to mandatory fields that need populating if trying to send without required information input


[#2676] - User inputs accept formulas and calculate result from within the cell -> built-in calculator


[#3602] - Alternate GL Accounts per Suppliers


[#4574] - Ability to shorten PO workflow -> create approved-and-invoiced PO


[#4926] - Breadcrumb for details pages


[#4700] - Complete pipeline report, lead > quote > project/sale > invoiced


[#4755] - Ability to bulk assign/ update users on project tasks


[#4888] - User dashboard project profitability widget


[#5027] - Tokenized searching on project dashboard


[#5490] - Ability to print lead notes on lead doc template

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Shannon Levick posted 4 months ago Admin

11523 - line item custom fields on project details v2

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