Remove Customer:Job from Purchased from list in Write Cheques and Enter Credit Card Charges
Remove Customer:Job from Purchased from drop down list in Write Cheques or Enter credit card Charges as you cannot assign a Customer:Job name to a cheque or credit card as it is used in invoices and payments. Only have the Supplier and Other Name ...
Warn users for missing Service Item when Time Activities are entered
For Time activities, we can set a Supplier as the Name. It allows it to be saved without an Item.
But to create a Bill, it needs to have a Service Item.
Depending on use case, or if we always need to raise a Bill transaction, then a warning mess...
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’...