Commit Graph

200 Commits

Author SHA1 Message Date
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
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