[UX] Optimization of forms in 'CRM'

Within the CRM module, we have optimized forms, group settings, and default list views where possible. Please find a list of all the adjustments made per form, tab, and/or group below.

 

Form: CRM (8000)

 

Addresses

• Removed fields: Price Request

 

Contacts

• Removed fields: Gender, Price Request, Purchase Returns 
• Added fields: Active, Salutation, Mobile phone

 

Sales

 

Sales Quotes

• Removed fields: Contact, Seller, Total Lines, Additional Costs, Our Reference
• Added fields: Your Order no.

Sales Orders 

• General: There is no longer a distinction between historical and non-historical sales orders
• Removed filters: Historical
• Removed fields: Contact, Seller, Total lines, Additional Costs, Our Reference
• Added fields: Your Order no.

Sales Packing Slips

• Removed filters: Packing slip date is earlier this year

Sales Invoices

• Removed filters: Invoice date is earlier this year

 

Tasks

• General: A standard list view has been added

 

Documents

• Removed fields: Categories, File, Created on
• Added fields: Categories, Physical File, Changed on