New Accounts Tab on main navigation page and new contacts tab

New Accounts Tab on main navigation page and new contacts tab

I think we should have a tab running across the top navigation that displays all accounts. and builds a table similar to the order table. It needs to have a an ‘Advanced Account Search’ feature that allows the user to run queries such total spend, date acquired, amount of money outstanding from invoices, who owns the account etc.

Secondly, I think we need to have a seperate ‘Contact’s tab that appears on the left hand side under the ‘Account Overview’ Tab under ‘Orders’. This should list all the contacts listed against this account.

Finally, can anyone tell me how to alter the ‘Maintenance Plans’ tab. It says ‘Assets registered to this account;’ and that looks like a great feature but is there any code behind it?

 

 

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