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Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 5/19/2014 5:29 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2212
Template/Type: Other Documentation
Title/Caption: Brainstorming Tweaks to be made to the Flex Grid Tie-Ins
Start Date: 6/17/2011
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
 
 


Notes:
Tweaks to be made to the flex grid tie-ins:
1. Add quotes, Id = 13 (including pdf), my quotes (63), basic quotes (105), basic invoices (59), admin invoices (60)
2. Add elements of time, id = 12, basic time (123), view only (122), admin time (124)
3. On the search results – add more description (human readable parts) to the main and sub tie-ins.
4. Expand all of the 15 custom fields and their values.
5. Update help files to show new players and counts.
6. Add more links and be able to move around better. On the add/edit page show a link for other flex grid items and a more obvious link to the main. Make it human readable.
7. Create the roll call report. (7 & 8 kind of tied together)
8. Reflexive side of the flex grid. (7 & 8 kind of tied together)
9. Expand to association tie=ins instead of just direct tie=ins.
10. Be able to get the data back out of the flex grid easier…
11. Smooth as many corners as possible.
12. Think about interactive map connections and flow.
13. Be able to sub filter standalone flex grid results. Tie page to roll call as well.
14. Make sure that transparent and admin only options are protected and maintained.
15. Make the tool more friendly.
16. Be able to additionally filter results. (Main and general searches)
17. Once results are shown… be able to show just certain records… kind of extra.
18. Open up flex grid fields to 15 custom fields. (Request from a rep and a client)
19. Check time, quote, and E/R security and privacy options.
20. We may need an advanced flex grid search form that ties main details to flex grid search criteria.
App Types:
1. = Dummy
2. = Deposit
3. = Invoice
4. = PO
5. = Expense/Receipt
6. = Balance Sheet Items
7. = Stock/Unit
8. = Customer
9. = Vendor/Payee
10. = Employee
11. = Part
12. = Element of Time
13. = Quote