johnnyq
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6bb830ed3f
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Vendor templates stage 3: add a status page and support portal to vendors and vendor templates, linked from the vendor page, quick look, vendors list and its tickets and kept in step from the template, keep the account manager line and email on templates for new vendors only, add Export and Import of vendor templates with skip, add or replace for existing names and never account numbers or PINs, refresh the starter vendor templates with support sites, status pages, portals and what support asks for plus an Update for ones added before, carry the status page and portal in license template files, the API and exports, stop making a support site with a non-http scheme a link, and database 3.3.6 adds the new vendor and vendor template columns
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2026-10-20 11:21:58 -04:00 |
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johnnyq
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cd03a7765d
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Vendor templates stage 2: keep client vendors in step with the template they were made from - saving a template updates the fields its vendors still shared, the template window gets the vendor window's tabs, a template page shows each client vendor as in step or the fields it differs in with Bring in line, Link and Unlink, lists hand-made vendors that look like it to link, and sets who should have it (no one, every client or clients with chosen tags) with coverage and Add to clients for those missing; the list gains Required and Out of step tabs, a client vendor shows its differences with Update from template, a client's Vendors list and overview show vendors missing, Add to clients no longer skips a client whose vendor from the template was archived, and database 3.3.5 adds vendor_template_required, vendor_template_required_tags and a vendor_template_id key on vendors
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2026-10-20 11:20:45 -04:00 |
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johnnyq
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dfc708145d
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Vendor templates stage 1: Admin > Vendor Templates rebuilt on the standard list with Active and Archived tabs, support line, hours and SLA, how many clients have a vendor from each, last used and changed by, sortable and searchable including by support line; new template page with what a vendor starts with, the clients with it and their account numbers, the license templates that use it, made and changed by, and history; shared New/Edit window on the vendor window's tabs with per-field push to the vendors made from it, each logged on the vendor; copy, archive, restore and delete with vendors and license templates unlinked on delete; Make a template from a client's vendor, linking the vendor to it, and the vendor page linking its template for admins; Delete offered to every admin role, not only the built-in Administrator; the admin handler no longer includes the agent vendor handler; database 3.3.4 adds vendor_template_created_by and vendor_template_updated_by, backfilled from the audit log
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2026-10-19 12:34:53 -04:00 |
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