last edited Sept 19

Entry/display screen (where goes to when create new, what shows when view existing (whether editable or not)
Selection list (to pick from a list - shows one or two max info, ability to edit what displays so can find easily, search ability via selection list - need to doc)
List (list of the records, filterable, sortable)

NEEDSMORE Attachments (wiki, documents, files)
DONE Access Log List (log of all who have logged on, when, via what. Specific user can see their own, specific client/ho can see their own)
DONE Company Settings Login customization
DONE Company Settings Backup
DONE Customize_options (menu option, screen)
DONE Customize_Locales entry screen/selection list/List
DONE Customize_Custom Fields
DONE Dashboard List
DONE Dashboard customization & settings
DONE Follow Up entry screen/selection list/List
DONE Loaner entry screenselection listList
DONE Unit combined with Loaner as similar
DONE Login entry screen
DONE Part entry screen/selection list/LIST
DONE To Do List
DONE To Do customization & settings
DONE User_self
DONE User_selfMRU
DONE User Skill/Certification/Training entry screen/selection list/List
DONE Search entry screen
DONE Search results List
DONE Data Region entry screen
DONE Data Region selection list
DONE Data Regions List

DONE Company Settings Erase DB (still need to identify what defaults are provided for a fresh non-sample db)
DONE Client entry screen/selection list/LIST

DONE Notification Group For Clients entry screen/selection list/List

DONE Client Note entry screen
DONE Client Notes List
DONE Client Remote Access entry screen
DONE CSR entry screen
DONE CSRs List
CSR status selection list (i.e. Immediate (we are unable to do anything till resolved), Can be booked for later in week, - combined with Date Due By)
Contract entry screen
Contract selection list
Contracts List


*******below still working on***********


Custom labels

Head Office entry screen
Head Office selection list
Head Offices List
Internal Memo entry screen
Internal Memos List 


Lists

Logging list
Logging customization & settings
Notification Delivery Log display screen
Notification Delivery Log List

Part Inventory entry screen
Part Inventory display screen
Part Inventory List
Project entry screen/selection list/List
PO/recipt entry screen
PO/recipt item entry screen
PO/recipt selection list
PO/recipts List
PO/recipt items List
Rate entry screen
Rate selection list
Rates List
Record History display (as doesn't need to be up front)

Report entry screen
Report selection list
Reports List
Scheduleable User Group entry screen
Scheduleable User Group selection list
Scheduleable User Groups List

Role entry/display screen
Role selection list (for users)
Roles List
Tax Code entry screen
Tax Code selection list
Tax Code List
TemplateWO entry screen
TemplateWO selection list
TemplateWO List
TemplateQuote entry screen
TemplateQuote selection list
TemplateQuote List
TemplatePM entry screen
TemplatePM selection list
TemplatePM List


UnitModel entry screen
UnitModel selection list
UnitModel List
UnitModel Category entry screen
UnitModel Category selection list
UnitModel Category List
Unit Reading entry screen
Unit Reading selection list
Unit Reading List
User_self
User_selfMRU
User entry screen
User selection list (All users that meet whatever restriction for the selection - i.e. active scheduleable, or subscribed to external so can receive Quick Message)
User List
Vendor entry screen
Vendor selection list
Vendor List
Vendor Type entry screen
Vendor Type selection list
Vendor Type List




Problem entry screen
Problem selection list
Problems List
Solution entry screen
Solution selection list
Solution List
Task Group entry screen
Task Group selection list
Task Group List
Task Item entry screen
Task Item selection list
Task Item List
(solution(s) linked to a problem. Task Group linked to a Solution. Parts suggested linked to Task Group)
Workorder entry screen
Workorder selection list
Workorder List
Quote entry screen
Quote selection list
Quote List
PM entry screen
PM selection list
PM List
Workorder Progress entry screen
Workorder Progress selection list
Workorder Progress List
Service Status entry screen
Service Status selection list
Service Status List


Quick Print (print a list formated for printed - minimum formatting)

Signin/out (for payroll)




Service Required
Service Performed
Billables


Following needs search ability via selection list in order of most needed:
Client
Unit
Part
WO
Quote
PM
CSR
PO
Vendor
Head Office


Part Inventory Adjustment (more about this as we may be doing differently)

Quickbooks integration

MRU selection list

warranty status:
unit
part
labor
other?


Will we have?
What task does it satisfy?

Workorder Category

Workorder Type

Dispatch Zone entry screen
Dispatch Zone selection list
Dispatch Zone List

Part Display Format - each user can set on the fly as needed

Priority entry screen
Priority selection list
Priority List


