Allow users to add custom language in the body of the email they send to customers with quotes. This would be an enhancement to the Email Options Section, adding a "Body: Custom Message" line item. the type in blue would be where the user can clic...
Replicate same functionality in Multi-Lane Search in Quote History to allow a user to specify Lanes to search and bring back. All quotes with the requested lanes would return in History.
Customers have various margin tiers for customers. Add ability to set margin by tier. Allow user to define tier name and add up to 5 tiers (for now). Info Panel needs to have a reference to this Tier called "Service Level". Service Level should be...
Role Mngt - Add Look-up field in the "Members" tab
Users have to scroll through the list to get to a specific user. Being able to search for a specific user will speed up the ability to add users to a role.
Info Panel - Percentage of Total of Several Charges
For charges like Insurance and VAT, users need to calculate a percentage of the total of several charges. Perhaps introduce a flag of some kind in Surcharge Mgr so a User cannot move a quote to the Shopping Cart until the percentage charge is link...
Users are looking for a way to choose one or more contracts to extract from our system with fully calculated rates. Ideally, this could reside within Contract Manager and operate much like the Multi-Lane Search for scheduled reports ( CAT-540) whe...
Org level Grid Customizations instead of at the User level. Org Settings Grid Setting at Org level set by Admin Account only When checked, disable gear icon in all grids
LCL Details (Dim/Package/Weight) Visibility whilst editing quotes/in draft status
From Metro: "Statement from our internal team: When you save a quote as a draft and you come back to it, you don't have the rate search screen to check what was entered so it would be good to see it on the quote while quoting. Where as at the mome...
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