From RPM Wiki
Warning: Just an idea at this point
| Table of contents |
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Summary
Some features we would like to build that aren't on the Ultimate Office list.
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Likely features
- Process transfer
- Action improvements
- Inventory management
- Library management
- Overhaul process summaries
- Build by choosing fields and report types
- Download
- Customer contact user
- Archive suppliers
- Archive agencies & reps
- Customer, account, agency, rep view default columns including the columns seen by agent users. (like the existing comm. item default columns feature)
- Shell option: use view's columns
- Get rid of "(multiple)" in grids and just always list the selected option.
- JavaScript truncate for long lists & text fields
- Process template history
- More data in the email notification, maybe customizable
- Customer and account data from commission import
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Overhaul fields
- Process management refactoring
- Field type enumeration merging
- Remove "info" classes
- Refactor "update" methods
- Account reference "grandfather" hierarchy (Account>Customer>Supplier) replaced with proper dual parent structure.
- New field types
- Section
- a label that allows the user to collapse everything between it and the next label
- Datetime
- Date/datetime formula field, aka "Days"?
- File (fixed)
- Phone number
- Process (fixed) reference
- Section
- Field rules
- Fields and groups can have multiple security conditions
- Optional validation rules
- Optional default value per field for new forms
- Optional help tip per field
- Yes/no field optional checkbox style
- Template designer refactoring
- Handle the new field types and rules
- More XHR to avoid page reloads to make it easier to work with many fields
- Add/copy delimited list options
- Import fields/workflow into existing process
- Template history
- Edit & sync list field options
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Commissions
- Refactor add a comm item manually and improve to allow custom var entry
- Refactor comm item edit to allow edit of anything
- Customize agency default comm item view & maybe default comm item views per supplier
- History
- Two new tabs for the comm history page "Items" and "Adjustments" that would list comm items and adjustments respectively and across all runs in the same grid.
- Transfers
- Outgoing transfers history (i.e. "Which agents have setup transfers")
- Adjustments
- Import and mass-delete
- Rep ID note.
- Columns: Rep ID and Rep ID note for account views.
- # agencies, # reps for customer views
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Management
- Per agency/user email history
- Clear subscriber logo
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More ideas
- Versioning for file attachments
- Create versions of certain pages tailored to mobile devices (maybe better use 3rd party via API in 37signals style (http://www.37signals.com/extras)
- Password self-reset for agent and customer users
- This page was last modified 15:47, 8 May 2009.
- This page has been accessed 715 times.