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Edit

General

1. Can not add all favorites, cmm won't add for example. wc If user add an item that is currently on the list. It will move that item to the top of the list.

2. Edit mode needs gray boxes, each list view needs Edit if Write permissions exist.

3. Invoice and order templates in company setup

4. Need to change how upload documents is stored


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Licensing

1. looks ok

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Group Authorizations (seurity)

1. can not edit anything and I am logged in as admin wc

2. Update to info panel on save wc

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Program Authorizations (security)

1. Update to info panel on list. wc

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Settings (companies)

1. Logged in as a master - this page is good

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Company Details

1. Wrapping under email address, and default branch and wrapping under logo.

2. Wrapping on financial tab (ds)

3. There should a Printer tab (ftp info), Testing tab (to enter in test email addresses for now), and a tab for Templates.

4. No info panel on update wc

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Attempt Codes

1. Missing edit column wc

2. Missing Search wc

3. Remove email body from attemp code details wc

4. No info panel update wc

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Area Maintenance

1. Column is smooshed where it says Add Price (DS)

(wc comment: need to talk about it.) Goal: notify user on zipcode that belongs to another area maintenance before any events are fired. Currently it is handle on AddZipCodes events.

4. Missing the edit column wc

5. Missing the save button wc

6. non edit mode looks funny wc

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Court Maintenance

1. Column Name needs to be wider (DS)

2. Column area is showing ID number wc

3. Missing edit column wc

4. Missing save button wc

5. No info panel update wc

6. search should search county as well wc Add for county and jurisdiction.

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Credit holds

1. Description box on non edit view is tiny wc

2. No info panel update wc

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Currency codes

1. No info panel update wc

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Global Notes

1. Title should be wider (DS)

2. Description should be narrower (DS)

3. Title and date should be on front info page. wc

4. End date is not enforced. wc

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Phone codes

1. Not used yet

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Proof Form Maitenance

1. Need a search wc

2. Variables sould be in alpabetical order wc

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Sales Representatives

1. Order by name wc

2. No info panel update wc

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Tax Codes

1. Need a search wc

2. order by code wc

3. no info panel update wc

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Terms codes

1. Missing cancel button wc

2. need description added in wc Description is already there.

3. Missing info panel update wc

4. Order by term name wc

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Territory Codes

1. List view needs to show sales person 1 through 3 wc

2. Missing info panel update wc

3. Order by code wc

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Time Zone

1. Info panel is displaying in time zone by default wc

2. Missing a cancel button wc

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Version History

1. Rename it legal suite (need to rename the project or we can hard code, wc)

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Email Forms

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Printer Maintenance (or should we move to branches??)

1. Need to complete

2. Show users does not work

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Customer Maintenance

1. Searching does not work

2. Not ordered properly jj

3. Order by customer number jj

4. On the details remove the company drop down jj

5. Have a location tab for map without a popup

6. move check this address to the right near row title.

7. Branch code needs to be ordered by number and show name jj

8. Credit manager drop down not showing all users

9. Force credit limit and show credit warning

10. Edit mode credit card info is broke

11. Third party billing search works but goes to a different screen

12. Remove hyper link customer number on thirdy party billing jj

13. when add no info panel and refreshed back to the first screen

14. Users order by name jj

15. Notes - order by date jj 16. Remove add button under customer notes in maintenance or have it add in that program. jj

17. Users tab need to be ordered by name jj jj

19. no info panel update.

20. Remove the company dropdown. jj

21. Notes pager has no numbers

22. Billing tab pagers have no numbers in the dropdowns

23. Search for 3 rd party billing refreshes to the wrong screen.

24. Next and Previous do not work on the Notes and users tabs.

25. Billing tab should have autopay checkbox.

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Customer users

1. Should not be able to edit customer number once chosen.

2. no info panel update.

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Customer Notes

1. Search does not work wc

2. No edit wc

3. No save button wc

4. Should not be able to edit customer number wc (needs to talk about it)

5. Notes box is too small (DS - wait for recompile)

6. Add note expiration to columns wc: already there, use start date & end date to control note active period.

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New Work Order

1. no focus on the go button (DS)

2. New order screen add in credit limit and credit available and scrolling note box

2a. Put the AR data to the right above favorites. Need: Credit Limit, Available, Current, 30 day, 60 day, 90 day, 120 day, 150 day. Make sure this shows in CMM, and ARI as well.

3. tighten data closer to the name fields in work order details (DS) reduced spacing and but did not make it too small because then it causes other elements on other pages to wrap (all share same style for consistency)

4. bread crumb goes back to work order maintenance

5. File and serve need abilty to change service level

6. Serve - next to the right of the capacity drop down need text field agent for service, if filled in show up on order form above business name

7. Highlight rollover text for new case and for attorney and contact (DS)

8. Need to add jurisdiction on the fly.

9. Remove attorney and replace with jurisdicion (new cases) columns.

10. Add prodcut chosen price somewhere on the page, large.


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Open orders

1. search reversed the ordering

2. Search does not return all orders (try to find the newest order after searching)

3. open orders edit bread crumb comes back to the wrong program

4. Do not check the Authorized time info again when changing an order.

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Work Order Maintenance

1. Add new is not supposed to be there (ds)

3. no info panel on changing order or popup asking for approval.

4. Do not check the Authorized time info again when changing an order.

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Order Reprint

1. Do not need add new entry (DS)

2. reprint does not work

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Case Maintenance

1. Remove add new entry (DS)

2. Search All is missing wc

3. No focus (DS)

4. No reason to search for a customer number wc

5. Needs to have a confirmation box that is ok to change

6. No info panel wc

7. missing sorting wc: already there

8. Remove the delete button wc

9. Add customer number in first column, remove attorney and put jurisdiction in its place wc

Edit

Branch Status Board

1. Add a locations tab for map to the Court or Serve. Try not to popup.

2. Proofs print to printer does not work and it's missing Email and Screen. wc


4. Download documents should popup in new screen

5. Printing orders is missing email and screen options. wc

6. Close order is reacting slow

7. Tabbing does not work on close order. Unacceptable.

8. Not focused in the first box when closing.

9. List view needs to refresh every 30 seconds. wc

10. Info it too far from titles. (ds)

11. Print to local printer does not show the info panel.

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My orders

2. Download documents should popup

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Proofs undelivered

1. Search searched closed orders wc: now it will only search closed order where Proofs have not been delivery and order type is 'serve' b/c only serve use proof delivery service.

2. Remove printer icon at the top

3. Info panel update wc

4. proof of service reprint does not work

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Invoice Printing

1. Search by order number does not work wc

2. Customer name box is too small wc

3. Gross and destination too big columns wc 4. add a case number columns wc 5. add date and add customer number columns wc

6. Order number is too small columns wc

7. Printer should default to printer from printer maintenace

8. remove pager wc

9. remove the work send (DS)

10. Remove Posted option (DS)

11. info panel on update wc

12. Add a total under Gross wc

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Invoice Post

1. Same columns as invoice printing wc

2. when posting should have a info panel and ask where journal should print wc

3. Return Register number also wc

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Invoice Reprint

1. Same columns as Invoice Print wc

2. title is wrong (DS)

3. Test wc

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Accounting

1. Pull Quote off of order duplication 2. Retitle quote screen to credit memos

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Customer AR Inquiry

1. Can't change customers once one is selected

2. Open orders should say invoices

3. credit attention and credit check are both missing info

4. invoices should be closer together

5. create AR table to the right - see Greg then remove whole section

6. Notes need to be invoiced dependant not customer dependant

7. roll over text for adding notes, need to be able to edit and delete.

8. Hyperlink to the invoice.

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Cash entry

1. Can't change customers

2. Search by invoice does not work

3. Curser needs to go to check number then payment amount then date

4. Customer search by invoice does not work

5. it adds a comma in search

6. remove second search at the bottom.

7. Need hyper link on invoice number

8. Need to be able to edit the adjustment (can't)

9. Adjustment does not work a second time you click on it.

10. Need popup warning

11. Did not ask if you wanted unapplied $amount to go on account

12. clicking post again duplicates the transaction

13. On accounts needs to be consolidated to one line item

14. Roll over text for adjustments Edit

Cash Receipt Register Post

1. Need to print journal and give you your register number

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Cash Receipt History Report

1. Register reprint does not work

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Vendors

1. All 3 programs need to look and function the same as customer area. That means the area above the tabs. And tighten the names closer to the titles. We have this problem in many places.

2. All 3 need all fields tested.

3. Info panels on updates

4. Vendor Maint the maintenance tab should be labeled Order.

5. Remove wrapping on Maint tab.

6. Save button is missing on Key info

7. On Vendor Contacts, remove birthday, move title up, remove thumbnail,

8. Add note expiration and start to columns

9. Add notes tab to display tabs.

10. Add Contacts tab to display contacts. Can we also show affiliates in here?

11. For now hide Vendor Branches.

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Users

1. search does not work wc

2. Need to have something selected by default for search wc

3. can not edit wc

4. Vendor info needs to be for users as well

5. Menu needs to do a better job between users and affiliates. wc

-6. Update info panel. wc



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Sales Analysis

1. Sales analysis reports errors

2. Need to be able to save the reports.

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Document Management

1. Document management system needs to be plugged in

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Pricing / Product Codes

1. Missing images wc

2. Order by code wc

3. update back to panel wc

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Discount codes

1. Update back to panel wc

2. need to test to make sure discout applies

3. There should be a discount on invoice as well.

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Promotion Code

1. update back to info panel wc

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Base Products

1. Please remove the test Base product. List Dispatch and Copy Services in there. Not active for Rapid. These should be global. wc

2. Remove the delete button. wc

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Special Pricing

1. Can't save wc

2. tabbing from customer field should give customer name

3. tabbing from product should give product name

4. panel info update

5. Please make sure the customer is billed this amount if a product is specified.

Edit

Print Issues

1. Orders need the page length controlled with page numbers.

2. Invoices also need the page length controlled.


4. We need Order reprint, Invoice reprint functional.

5. We need proofs reprinting. Lookup program.



9. History reports for both of them need to print.

10. Sales Analysis report needs to print.


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New Programs

1. Print and Email Activity - Tracks all emails sent and all print jobs. Searchable by Invoice/order number, Date, Cust number.

2. In New Order - Button to save as a quote. Move order to quote table or use a flag of Q in orders. There will be a listing program like Open orders with the ability to pull up and complete the order. This is why we asked to put the base price on the order.

3. We do need a way to process payments to Affiliates. This is more detailed. I estimate a few days to handle.

4. The GPS data will have to be put in. (few days, not urgent for this version)

5. The phone codes and WAP pages. 1 Day.

6. Activity report where you lookup an order and see all touches. (1 day)

7. Accounting data export. (1 day) 8. Licensing enforced. Destruction of old cookie on new login.

9. Database backup. Runs SQL script. Download of file.

10. Updates, does not have to be automatic for now, but we should have somewhere where it says another version is available. We really need to make sure all DB changes are scripted from here forward.

11. ARCU to confirm GL entries.