[UX] Optimization of forms in 'CRM' (part 2)

Within the CRM module, we have optimized the forms, group settings, and default list views wherever possible. Below you can see the specific changes made per form, tab, and/or group.

 

Form: CRM (8200)

 

Addresses

Changes under 'Default Address':

• Removed fields: Purchase Quote

 

Contacts

Changes in the list view:

• Added fields: Purchase Returns

 

Changes under 'Contact':

• The 'Contact' section is now expanded by default.

 

Changes under 'Default Contact':

• Removed fields: Purchase Quote

 

 

Purchase

 

Purchase Orders

Changes in the list view:

• Removed fields: Contact, Total Lines, Our Reference
• Added fields: Order Date, Your Order no.

Purchase Packing Slips

Changes in the list view:

• Removed filters: Packing slip date is earlier this year

Purchase Invoices

Changes in the list view:

• Removed filters: Invoice date is earlier this year

 

Tasks

Changes in the list view:

• Removed fields: Notification Code