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
johnnyq
53b7f7d1d5
Feature: Client CSV Exportation
2023-04-24 16:48:47 -04:00
johnnyq
f127719cbe
Added new Field Client Tax ID Number, currently only vieable on the client top head, and under edit. It is also searchable
2023-04-11 16:20:48 -04:00
johnnyq
c544dc4a2a
New Feature: Added Hourly Rate to Client
2023-03-28 15:29:54 -04:00
johnnyq
9d053dcc91
Undo Query need to rethink this one
2023-03-12 15:49:01 -04:00
johnnyq
89c4811aa6
Combined balance, reccuring monthly and paid to date to the clients query so now they can be sortable with less queries
2023-03-12 15:39:22 -04:00
johnnyq
48fe49cf77
BREAKING CHANGES - MAKE FULL BACKUP BEFORE PROCEEDING - Requires Manual Intervention on files see Forum Post Make sure you run the Database update directly after update. This Removes Multi-Company Functionality. Fixes issues with Reponsive tables and bunch of other UI and small Fixes
2023-03-11 16:16:46 -05:00
johnnyq
a711bed38c
Add sme more htmlemtities for consistency
2023-03-05 20:06:42 -05:00
johnnyq
cdf97ec83b
Fix clients being duplicated when multiple tags are assigned to them
2023-03-05 11:40:20 -05:00
johnnyq
b2deebfa42
Reverted still causing issues with duplicate clients
2023-03-01 01:11:25 -05:00
johnnyq
58e08c1e60
Still getting dupes in clients with multiple tags redid the query
2023-03-01 01:09:14 -05:00
johnnyq
d50397f291
Add back additional Groupby in Client oops
2023-03-01 01:03:40 -05:00
johnnyq
1a5bffd2e0
Updated the client inc to remove date 0000-00-00 format to fix issue with MySQL
2023-02-28 23:52:20 -05:00
johnnyq
94c020f689
Fix issue clients listing being broken with MySQL server due to not specifiying all non aggregate columns be in the GROUP BY Field, this was not an issue with mariaDB
2023-02-28 22:15:09 -05:00
johnnyq
a79e4b496c
Fix regression in client listing which broke searching between dates
2023-02-27 12:26:46 -05:00