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:

Client portal and FTM portal issues As we are building a replica if you will of the the ftm portal in the new app. We need address some of the problems with functionality at the moment. Let’s start with the FTM portal. Pictures. We have the ability to upload pictures into the portal but it is not useful at the moment. […]

This is a little annoying. When you go to add a charge to an FTM or allocate a charge to an FTM, you start off here:                   then go here                     and end up on a competely different screen here       […]

SVN 221 We need to alter the drop down menu for the unites of time as highlighed in the graphic. We also need to replace the drag along mark-up slider with the ‘Sell price per unit’ box. To make it clear Box 1: ‘Buy Price per unit’ This is what the company buys the product otr service at and cureently […]

At the moment it is not possible to get more specific information on a particlar job without clicking the link and going into the record. This means a lot of excess clicking when deciding which order to select as there is not enough information displayed in the tables. However, ading another table row would look ugly and would make the […]