Show Amounts in General Ledger Setup should not override user preferences
When this setting is Amount or Debit/Credit Only, an Export to Excel from General Ledger Entries ignores the user Personalization if they have added the missing column(s).
Upload multiple attachments at one time
Customers like to select multiple documents from a PC folder at one time
Export to Excel from page inspector
In the classic client, we were able. to select, copy and paste zoomed values to Excel. This makes it easier to diagnose data issues, as well as find columns and values versus scrolling through dozens of fields.
Allow copy of company without attachments
Customer databases get very large, so copying a company without attachments is more efficient.
Store attachments externally to base tables
Would be nice to store attachments in external cloud repositories like oNeDrive, Sharepoint or dropbox, this keeping database sizes small.
Add support for punchout/cXML
Customers want to order items from standard catalogs like Amazon. Either build this or provide ability to integrate via cXML.
Edit Table
Need to be able to edit a table. E.g. running table 81 to see data across batches, then being able to fix issues. Also many critical support issues for customers esp. during implementation in nav have always been easier with the ability to fix data in ledger tables. With a brand new, largely u...
Make Design a User Setting instead of permissions
Many customers still use SUPER roles, when they have a few users. Using permission sets to disable Design is very cumbersome, esp. as permissions can’t be defined as object ranges.
Show kb shortcuts as tooltips
Too many shortcuts to remember, so a visual reminder in the U would be useful. Showing the main shortcuts while hovering over an icon or pane or column drop down or even field would be useful.
Add menu option to add favorites to browser bookmarks
Allow the user to select common tasks and add as bookmarks. Personalize is a little click heavy for average users.