Both for Service Requests and Sales Meetings planning would be usefull to have a kid of report called
something like Planning report showing Dates on columns(for visits, meeting, events, etc) and being able to select another field for rows and cell contents.
It would be something like what MS Excel calls Pivot Tables. I understand it may be not trivial to develop but, from the management point of view, the applications would be many. Time management is an high priority issue for all.
For instance, think about a report with dates in columns titles, technicians names on rows titles and the the scheduled customer's name, with contact's phone number and Service Request descriptions inside the cells.
byAsingh511-06-201208:22 AM - edited 11-06-201208:25 AM
The TABS section of the preview should open up and expand when clicked on instead of redirecting to the specific item. This would allow the quick easy access to key information such as BOM items, attachments, relationships, changes ext. Also there should be the ability to click the specified print view for the item as well.
Adding Project Management items in the Project Management tab is tedious at times. Being able to add project items through scripting would allow an automated procedure involving less time consumption and tedious routine work.
At the moment its very easy to flood the 'My Outstanding Work' area of the home page with Items which aren't actually related to the user. It devalues the use of the 'My Outstanding Work' section & over time conditions the user to ignore it all together.
I understand there are ways to control this. However, it needs to be dramatically simplified, i.e: achieving this behaviour without the need for scripting.