Hugo Sampaio
de49c8dba1
client-id-tooltip
2024-07-12 10:42:24 -03:00
johnnyq
dcc0d77dd4
Added Client ID in the client listing and client top header
2024-07-09 15:26:07 -04:00
johnnyq
53550e5092
Updated Client Export Fields, and added Client Import along with download client sample file
2024-07-05 15:31:01 -04:00
johnnyq
e8715979d5
Optimized Show/Unshow Archive Button Logic
2024-06-08 17:14:08 -04:00
johnnyq
24022eca55
Added Definable Client Abbreviation
2024-06-07 18:18:42 -04:00
johnnyq
fb4c1e828f
Fix Some Undefined Vars PHP Errors
2024-06-07 17:57:02 -04:00
johnnyq
c2b7d03c22
Added Payment Method and Account Dropdown Filters to Payments
2024-06-07 16:48:57 -04:00
johnnyq
965c16c19d
Fix broken Clients when restricting user client access
2024-06-06 12:06:26 -04:00
johnnyq
c0207aa9ec
Remove the Arrow Icon Next to the client in client listing
2024-06-01 16:54:44 -04:00
johnnyq
565f8162a4
Feature: Clients and Locations can now be searchable with multiple tags selected
2024-05-31 18:18:41 -04:00
johnnyq
a7376fe08d
DB Update Shorten Client Tag Fields and add Delete Client Tags to Delete Client and cleanup clients query
2024-05-31 16:46:50 -04:00
johnnyq
ce0c394d3f
Feature: User Client Access Permissions logic has been added, next up is the defining access via user managment
2024-05-10 12:25:38 -04:00
johnnyq
5f0068a64f
Added Advanced Filter by Referral under clients
2024-04-18 21:33:15 -04:00
johnnyq
c1f9ad6ea8
Allow to filter by industry under clients
2024-04-18 21:21:30 -04:00
Marcus Hill
abf01384ca
Client archiving
...
Relates to #510
- Ability to see archived clients
- Ability to un-archive a client
- To help prevent accidents, client deletion button now only shows once the client is archived
2024-04-07 09:52:23 +01:00
johnnyq
2afb467503
Feature: Submit form when drop down are selected
2024-03-23 17:16:06 -04:00
johnnyq
938f8bb4ae
Wording change on Client Address to Location
2023-12-29 17:27:29 -05:00
johnnyq
02e0692b85
Fix Badge colors not working correctly after custom color tag update
2023-11-19 14:56:49 -05:00
johnnyq
f6076ad97a
Remove Quick Add Instead redirect them to the categories settings page when plus is clicked
2023-11-09 13:09:38 -05:00
johnnyq
8975fcf2ee
Place Advanced filter back on the left final decision was made to do so and I like it
2023-11-09 11:23:45 -05:00
johnnyq
cd99e91ac3
Bold the contact name in client listing
2023-11-01 18:55:41 -04:00
johnnyq
7f19ea6c55
Moved Advanced Filter button to the far right toolbar under clients
2023-10-31 17:16:14 -04:00
johnnyq
be279b4e8d
Added more hints between leads and clients under client management
2023-10-31 15:38:40 -04:00
johnnyq
174a8d932f
Reworked the sahow Client Leads button to radio style
2023-10-31 15:12:38 -04:00
johnnyq
365ed3a79a
Merged Client Leads into Client Management
2023-10-31 11:03:46 -04:00
Marcus Hill
2240f641dc
Fix missing variable assignment for client_is_lead
2023-10-21 11:54:41 +01:00
o-psi
53c11edc8c
Update constructs to not have parenthesis.
2023-10-20 15:25:52 -05:00
o-psi
0d02c8b855
adjust clients to filter out leads
2023-10-16 22:49:59 -05:00
johnnyq
c8d1d4d5e1
Restore Client Delete functionality for clients for compliance sake
2023-09-26 12:01:49 -04:00
johnnyq
4adc0c7cd1
Remove destructive client delete from the frontend, still present in the backend, fix the ticket assign to no show active users
2023-09-25 12:20:42 -04:00
johnnyq
f44641c5e4
Sort Client tags alphabetically when being show under client details, client listing and ticket details
2023-09-11 16:01:47 -04:00
johnnyq
725370408c
Decreased Content padding for mobile view, also decreased card body content in clients for mobile
2023-09-06 02:11:32 -04:00
johnnyq
4b368ee5af
FEATURE: Confirmation Modal only grab clients initials for client side nav
2023-09-05 18:26:15 -04:00
johnnyq
f3c571f4eb
Added Border on top of Card headers in Client Top Header
2023-08-25 21:16:35 -04:00
johnnyq
9a7bea6ef9
Fix logic for showing billing column under client Management User role is admin or accountant and Module Accounting / billing is enabled
2023-08-22 10:50:40 -04:00
johnnyq
2d0fe45898
Enhance the client name font and place an arrow next to client to better indicate client section will be revealed when clicked on
2023-08-19 14:48:40 -04:00
johnnyq
c3fd6824bf
More descriptive naming for the main side navigation menu
2023-08-19 13:50:34 -04:00
johnnyq
c02448dff2
Small UI/UX update used mt-1 for better spaceing than <br> made export an outline button and cleaned up the small font in clients listing page
2023-08-19 13:25:15 -04:00
johnnyq
86c36e08ab
client tag cleanup in add and edit modal
2023-08-16 13:56:35 -04:00
johnnyq
514b5348cb
For Client Tags If no icon is present use a tag icon
2023-08-16 13:48:57 -04:00
johnnyq
67de80c97e
Cleaned up client tags display logic
2023-08-16 13:47:14 -04:00
johnnyq
b2a154e97a
Client Tags are now clicklable within the clients listing page to filter down based on tag
2023-08-16 13:37:50 -04:00
johnnyq
1bacabc72b
Prevent duplicate sort, order and page GET VARs in the URL when Clicking to Sort a field or Clicking a page number. We now unset the GET VAR arrays before recreating the URL GET Strings
2023-07-08 14:40:00 -04:00
johnnyq
e7572c9e8f
Rename vars sb to sort, o to order, p to page. This makes the code easier to understand and brings consistency
2023-07-08 12:34:28 -04:00
johnnyq
85c19e36c6
Updated client listing logic to work with the new contact_primary and location_primary vars
2023-07-03 18:12:26 -04:00
johnnyq
457bc7d471
Feature - Accounting: Added option in account transfer to add selectable payments to transfer notes which is useful to keep track what checks were deposited in a bank transaction such as a deposit as most banks don't display each check in a deposit.
2023-07-03 16:18:01 -04:00
johnnyq
ccf0d3ab77
Replace all instances of htmlentities() with the new function nullable_htmlentities() thanks @bhopkins0
2023-05-11 18:23:36 -04:00
Brent Hopkins
cdd2a31217
Update MySQL query
2023-05-11 16:07:05 -05:00
Brent Hopkins
9de9dcd1b3
Add client_tags.client_tag_tag_id to GROUP BY
2023-05-11 02:43:58 -05:00
johnnyq
0f758c5901
Finished DB Structure for the coming new feature custom fields
2023-05-07 19:45:55 -04:00
