Default view columns

From RPM Wiki

Table of contents
1 Summary
2 Processes
3 Commission items
4 Agencies
5 Reps
6 Customers
7 Accounts
8 Staff
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Summary

Default columns spec for views.

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Processes

  • Column defaults are set per template
  • Separate defaults for staff & agent users
  • New template:
    • Number
    • Owner
    • Action required by me
    • Started
    • Started by
    • Modified
    • Modified by
    • Attachments
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Commission items

  • Column defaults are set per subscriber
  • New subscriber:
    • Agency
    • Rep
    • Supplier
    • Customer
    • Account
    • Product
    • Net billed
    • Gross comm.
    • Agent comm.
    • Referral
    • Gross profit
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Agencies

  • Can't be changed
    • Agency
    • Primary contact
    • Email & phone numbers
    • Reps
    • Schedule
    • Attachments
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Reps

  • Can't be changed
    • Rep
    • Email & phone numbers
    • Agency
    • Company
    • State
    • Customers
    • Attachments
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Customers

  • Can't be changed
    • Customer
    • Primary contact
    • Email & phone numbers
    • City
    • State
    • Attachments
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Accounts

  • Can't be changed
    • Account
    • Supplier
    • Customer
    • Group
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Staff

  • Can't be changed
    • Staff
    • Role
    • Email & phone numbers
    • Added
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  • This page was last modified 16:19, 26 Sep 2006.
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