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Projects (23)
Contacts (13)
Submissions (32)
Work order (10)
Order form (3)
Timesheet (3)
PUNCH (App mobile) (7)
Production schedule (12)
Invoicing (25)
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API (5)
Evaluate/Validate relevance (5)
Discussion to have (10)
Internal (12)
add cc and bcc field to emails sending
add bcc (most importantly) add cc field for quote sending (most importantly). see if other places are needed. if easy; spread it to all modules (invoice, work order, purchase order)?
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4
Takeoff Feature Integration
I am looking for a takeoff feature within your software, as I couldn't find it. Having this feature would be crucial for my needs, and I hope it will be available soon.
0
1
Have personalized reports
Section to make custom reports/filters saved for each module (projects, submissions, purchase orders, etc.) via the Filter and the sorting
0
5
Page header: leave the logo visible when scrolldown
Where it is possible to click to return to the home page (dashboard), leave it visible even when we go down to the page we are on right now.
0
1
(To be evaluated) Work description checkbox and editing (wysiwyg)
As a user; I want to edit work descriptions without having to use special characters. The WYSIWYG editor would work for quotes and work descriptions.evaluate different editorsevaluate the features we wantcheckboxeslist options (either bullet points or numbers)same features as what they have rn but with the special charactersPHIL'S REPORT:I would use Quill ( https://quilljs.com/ ); as it is open-source; simple; currently updated; and easily customizable.There is a lot of features available from the get-go:Step-by-step:Install Quill.Create a reusable component of the Quill editor; with desired features.Implement in frontend. Validate if it's working correctly.Validate if data is formatted and saved correctly in the backend (since we're going from plain text to HTML).Show HTML where needed.Sanitize HTML for security.Transform current data from old format to new (?)Can be done in a week
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