General Description: Organizations typical have an internal or other reference they use for their tariff filings. Current Behavior: Tariff Mngt does not currently have a unique reference field. Future Proposal: Add a "Internal Reference" column/fi...
Add trash can icon to Disclaimer Management to allow users to manage their own Disclaimers. This should be allowed for Admin users only. Once the user hits the icon, a pop up should present itself to confirm if the user would actually like to do so.
Customers would like the flexibility to choose to where their mark-up is applied. This helps keep the margin in an expected place. Current Functionality: Users enter in a Flat or % mark-up. That mark-up is calculated against the Total rate only. T...
During client implementation, often there will be a request to run this report: https://gocatapult.atlassian.net/wiki/spaces/QMS/pages/118456329/External+Surcharge+Mapping+Report This report shows a client what surcharges are included in their con...
Add Quote ID to General section of Quote Form Builder
Currently, only the Master Quote is available in the General Section. Users would like to display the Quote ID (q####) in a custom position of the Quote Form and would like this added.
Users need the ability to manage their own Multi-Search templates. We need to add a "Manage Saved Grids" pop-up window to allow users to Delete and Change the Names of saved grids and perhaps other actions.
0
Shipped