Add @mention collaborative conversation ability to requisitions, purchase orders, and other transactions which have approvals
Requisitions and purchase orders would benefit greatly for the ability to add comments on the record, with @mentions. This would greatly enhance the ability to have contextual discussions about these items when needed.
Case category type security - allow sorting and searching of roles
When managing Case Category security under Organization Administration > Cases > Case Category Type Security, the list of roles is not sorted, nor can it be filtered or searched. The role list should be searchable and sortable to make it easier to manage this function.
Case view by project
Our collections department often requires access to billing notes created by the billing department. Use case: Billing department needs to add notes about project billing for Customer A on Project 123. They create a billing case on the project then add activities and notes. This requires that ...