[UX] Optimization of forms in 'CRM' (part 4)

Within the CRM module, we have optimized the forms, group settings, and standard list views wherever possible. Below you can see which adjustments have been made per form, tab, and/or group.

 

Form: CRM (8200)

 

Advanced Search

Changes in the default fields of a search:

• Added: Active.

 

Purchase

 

Purchase Orders

Changes in the default fields of a search:

• Added: Confirmed Delivery Date, Historical, Order Date, Your Order no., Your Reference.
• Removed: Purchaser.

 

Sales

 

Debtors

Changes in the default fields of a search:

• Added: Active, Company Name, Debtors.

 

Sales Quotes

Changes in the default fields of a search:

• Added: Date Offered, Date Valid Until, Historical, Our Reference, Your Order no., Your Reference.
• Removed: Contact, Seller

 

Sales Orders

Changes in the default fields of a search:

• Added: Debtor, Delivery Date, Our Reference, Order Date, Your Order no., Your Reference, Sales Order.