We now have the ability to open up the slots automatically for the Field Tea Members and I think they open up every Tuesday for 2 weeks ahead. e need the option to open them further maybe 3 months and beyond.

We need to create a ‘new Order’ button here n the image below in the ‘Orders’ Section just because t is logical to do so.

It is possible to fill a slot in th schedule that has taken place in the past. This is useful for assigning ftms retrospectively to keep records correct and to allocate costs. However, when an appointment is deleted in the past the slot becomes grey and there is no way to open it up again. 2 things need to happen […]

We need to make the VAT charging system more flexible. In other countries they call it various names like Sales Tax and charge it in different ways. 1) We need to add ability to change VAT rate on a specific charging line entry with default set from global settings. So for example VAT is not technically due on Parking. We […]

Now that the new stage order system is up and running we need to tidy up some anchors to improve workflow Stage 6) Quote Accepted. So you put in an amount for the deposit in the charges section and send a pro-forma invoice to the client. At that point the order stage sghould automatically move onto – 7a) Deposit not […]

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 […]

We need to be able to search for additional account holder details such as name, telephone number, email address, maybe even job role in the search bar. This is so that users can quickly find the details of the people they need to speak to. At the moment you can only fond the main account holder in the search index […]

I don’t know if this is useful anywhere else but we have a client in Scotland that needs a feature added for what is called CIS tax. This is a tax discount applied after VAT. I can’t see it being used anywhere else biut someohow we need to code it and it might help out somehwhere. So, I suggest this. […]

The scheduling system is robust and has worked well for several years. But we need to add more functionality and tidy a few bits and pieces up. 1) The edit appointment tab needs to be fixed and go back in 2) We need to implement recurring appointments Some ideas for how this will work: http://help.chi.ac.uk/creating-recurring-appointment-office-365 this is good and quitemcomprehensive | https://support.google.com/calendar/answer/37115?co=GENIE.Platform%3DDesktop&hl=en very […]

We need to further enhance communication between the user, the FTM and the client. The respective portals need to have notes that are specific to that party. I have made a mcok-up that shows how this should happen: