all data is live and searchable
|
Basic Assignments
|
Options & Settings
|
Main Time Information
|
||||||||||||||||||||||
|
|
|
Blue
|
|
|||
|
|||
|
|
|
Notes:
|
|
-We had a request to merge (just for reports) main customers and customer logs. We need to be able to queue up a “call list” and then rotate through it (basic call center business). We also need sort options to show old logs first. We also had request to be able to virtually drop off (negative or not search) logs. Ex: I want everything except for “not interested”. Then it would contain notes without “not interested”, an exclude search option. -We need to store income statement settings as corp wide settings. See the advanced_income_statement.efm page for all of the settings. -Maybe a “not interested” and “interested” customer log types. It might be cool to be able to select/de-select log types as filters. -On permissions – it might be cool to show an application type (system player type) per permission. It may also by cool to show in the map mode where permissions place into the puzzle. -On voiding an invoice – try to loop and void any open credit card payments. Currently it is a manual process, it would be nice to automate whatever is possible and then return and report (yes, no, etc.) -On customer credits – it would be great to tie in customer credits and gift cards together, very similar logic. -On customer payments – the apply multiple payments may need an option for, apply extra as change due or as credit. |