1. Ordering on CMM and Customer users is wrong.
2. Ordering on the tabs in CMM for Users and Notes.
3. Comment from customer on Serve- "Where did "Serve Deadline" field come from. The Deadline time is controlled by the time submitted with the deadline time in Area Maintenance. If deadline is passed should note. "This assignment is submitted after Rapid Legal Deadline and will be processed the next business day. Do you want to continue, click "Yes". If you wish to authorized priority charges, click "No" and check the box "Attempt delivery after deadline" and completed authorized by." Also add this whole section to "View All"" wc
4. Area maint columns are off by default. wc
5. Sorting needs to be put in, everywhere. tablekit sorting is in missing a few pages in the accounts receivable section paul
6. Focus needs to be checked in each program. wc
7. Columns by default need to be checked in IE.
8. All programs need the info panel like Branch status and area maint.
9. All print locations need an Info panels statign the print job is complete or something. wc
10. Print button should not work unless a print lcoation is chosen. wc
11. Still need print to screen for orders and proofs. Not invoices. wc checked new order, open order, order maintenance, proof in status board, invoice printing and invoice reprint.
12. Default printers need to be setup in printer maint. Invoices can only print there.
13. Need Emailing of Invoices, orders, Proofs working based on CMM. wc
14. Need popup notes working. In CMM if the option is checked to warn on AR and AR popup should come up. Also the customer notes need to come up.
15. When submitting an order change in Order Maint. The program should stay at the order pages, front tab. NOt go to the copy of the new order. Need an info panel saying the order is updated.
16. Remove, Order details, Assigned to, documents, status updates, notes, proofs, close order, from base products. They do nothing. paul
17. Cases is missing sorting. In new order and case maint. paul need to go over this page with dhana
18. Need to Close cases in Case maint. wc (added active field in case order maintenance table.)
19. In Branch status, and all other order programs we need a big Status at the top. Dispatched, Closed, New, Declined, Invoiced, at the top in bold letters. Detail page. wc
20. Orders are not assigning???? I can show one. wc * problem applied to serve where server address (zipcode) cannot find a match with area maintenance record. Currenly I set it to "Out of Area" with no assigned employee or affiliates.
21. In new order, I should not be able to upload a doc or if I do it should select upload. Somethign is goofy. wc
22. In status updates I should be able to type in a manual status update. wc
23. Research orders do not need the Documents tab. paul
24. Proof Maint page is too long. Please use columns. And make the items below a hyperlink to fill in above. wc
25. Proof maint needs the ability to save as templates as use to create a new one. wc
26. Area maint seems very slow. wc *set zipcode field in zip_code data table as index field
27. Seems to be a misunderstanding on the area maint info update panel. Should have only said "The record was udpated" and used everywhere. Please fix. And highlight. wc
28. In close order, cannot tab between boxes because of the calculation. Plus it was not focused in the first box.
29. Sales Reports needs to be under a new link on the menu. Sales Analysis. wc someone did it.
30. Email maint program. Needs a dropdown for Base Product. So you could have one for new orders based on the type of base product (that is active). Also need to edit the Subject. Also needs a dropdown for branch. The email would be from the Branch email address. Fields to add, Case Number, Case Plaintiff, Case Defendant, Case Jurisdiciton, Case County, Employee, Branch Phone, Party to Serve, Serve City, Serve State, Research Jurisdiction and Research County. Make the codes a hyperlink.
31. Emails are not working for Status updates and close order. wc
32. In invoice print, need a select all. paul
33. Need the reports finished for Accounting.
34. Need Notes added into Ar Inquiry.
35. Need edit columns reactivated. Someone should spend all day fixing this. Only shows with write pemissions. It is really inconsistant.
36. Logging in as a user, the permissions do not work.
37. Edit mode needs to be grey boxes throughout the system. Once again choose a day and fix.
38. Page length needs to be controlled in prints.
39. Need to test all order programs to make sure they match.
40. Need to be able to edit an order in order maint, that is closed. But once again it should say so in big letters.
41. Need to add the documents tab. We need to disucss.
42. Need to add the Mapping tab. Discussion.
43. Phone codes. Discussion.
44. Can we have Invoice and Order templates in Company setup.
45. Change how the uploaded documents are stored.
46. Remove the delete button on Case Maint.