Open the search/find function with that last search for that user
I don't know how many times I have closed a search only to realise I needed more data and have to start over again from scratch, (but if I were to estimate I would hazard that it is at least 3 times a day (for the last 20 years)) This is an option...
Quotes/estimates to have a transaction history and to show up in transaction history
Quotes/estimates has a "transaction history" option (with right click) however there is never any history to such a transaction (thus the option is pointless) I have often wanted such history: for example I want to know if the quote has been compl...
In the Search field, we currently default to ‘All Fields’, feedback is that users usually search a specific field and need to update this option each search.
Can we get this to retain the users selection, ie if they search in ‘Item Name/Number’...
It would be really helpful if we could also have an "Add Insert Line" feature in Bill like we do in an Invoice. I just love this feature in the Invoice.
We have over 3,000 customers on different terms and have already used the type field for another purpose. We'd like to be able to email our 7 and 14 days customers more frequently than at EOM without having to select them individually.