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Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 5/22/2014 3:40 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2230
Template/Type: Other Documentation
Title/Caption: Brainstorming Exports to Excel
Start Date: 11/15/2011
Main Status: Active
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 

Notes:
Exports to Excel:
- Tie to all advanced searches and search results.
- Be able to “refine your search” on all advanced searches. Pass data back and forth between search form and results.
- Tie export to the admin permission.
- Put all of them in one place… most likely either a new permission or on the “view custom code and reports” page. (See below)
- When all together… have direct links (single URL var to export page) and options to go to all advanced search form from a single page.
- Along with the “refine your search” option… I want each page to be able to show just the requested form by itself. All together or individual with a switch to see all three (two) whatever… prep for graphical interface and choosers.
- Update all admin permissions to show that the export is tied to that permission.
- Maybe a new permission called “All Advanced Searches” (or just tie to an admin permission(s)).
- Take off the customer export from the custom code and add a link to the all advanced searches or export page.
- Clean-up the customer export to excel from the customer home page, customer home page search results, and custom code page.
- Add some notes about open office. Maybe its own help file with links from different place to it.
_____________________________
o Flex grid tie-ins
o Bank registers
o Splits
o REI’s
o Paychecks/payroll
o Time cards
o Customer logs
o Statements
o Recipe/builds
o Stock/units (inv & sold)
o Customers
o Deposit main
o Deposit lines
o Invoice main
o Quote main
o Quote lines
o Invoice lines
o Invoice payments
o Parts
o PO main
o Floorplan
o Balance sheet
o PO lines
o PO payments
o E/R main
o E/R lines
o P&L – income statement
o Combined (main, line, pmts)
o E/R payments
o Receivables
o Payables
o Time
o Vendor
o Users/employees
(Not sure if this is the spot for this but somewhat related…..)
What about options for showing groups and grouped data? Currently there are only 2 or 3 out of 20(ish) that can show groups… we need this…
Buttons “switch to details” & “switch to grouped”.