all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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8 July 2011 Be able to tie elements of time to quotes and invoices: (Send to cart) - What about non customer tied time? (general person or no person at all - counter sale) - One or many at a time - Quick and simple - Minimal copy and paste - Show details or invoices and quotes - Be able to pick and choose which ones play in… - Be able to quote, then be able to invoice. Be able to skip the quote process. - Help with math o If total time – show o If general amounts – show - Limit to needs to be invoiced or quotes… invoice/quote status. - Show in shopping cart - Show on invoices o Printable o Simple o Limited o Mini o pdf - Show on quotes o Printable o pdf - Show options for single invoice line item or multi line items - Show $ amount on customer log… - Provide grouped customer report… - Try different ways o All main elements o One main and many subs o One main all by itself - What if not present o Invoice/quote status o Total time o General amount o Notes/comments – maybe show title/caption - Be able to limit the per customer results according to invoice/quote status - Add a grouped link from the log page - Grouped report settings o Show all customers o Limit report by Invoice/Quote Status o Customer (optional) Action Status Stuff: - Canceled - Checked in - Checked out - Completed - In progress - Other - Paused - Pending - Started - Stopped - Customer Name - Type - Total Count - Total Amount - Blank (n/a) - Invoiced - Needs Inv. - No Charge - Other - Quoted |