Error when adding Opportunity Line
I tried to add a T&M Opportunity Project line and I got 3 notifications which prevented me from saving it but all 3 I could do nothing about. See screenshot
Error when creating Quote from Opportunity
I used to BPF to step from Opportunity to Quote by pressing New. When the Quote appeared and I pressed save, I got the error (see screenshot). It did save the record anyway.
Error about Quantity when trying to add Quote Project Line
I tried to add a quote project line and got an error about quantity being a required field. Obviously the Quantity field is not on the form for a Quote Project Line. Cannot continue with quote if you can't add Quote Project Lines
When entering draft time sheet entires. There is an error if you click on Task
Once you've entered a timesheet entry you can see it in the grid. Some columns are editable and some provide links to other entities like the Project column. If you click in the Task column, it gives you an error.
Possible to get error when adding new task from timesheet entry, Task lookup.
When you're entering a timesheet entry using the quick form, you select the project and this unlocks the Task field. If you search for tasks you get the Option to Add a new one. This brings up a form with various depricated fields on it. Also if you try and fill the information a...
On schedule board the Book & Exit button no longer exits the form
I went to the schedule board from the Team view by clicking on the Book button. I fulfilled the requirement and clicked Book & Exit button to hard book my resource. The booking was made but the screen did not exit. Effectively it was as if I just pressed the Book button.
Have we lost the ability to Advanced Find in the new PSA app?
I can't find the button to start an advanced find. Has it been removed for a reason?
The default view "My Orders" is not correct
When looking at Project Contracts in PSA, the default view is My Orders. This view is specifically for Item based Order Type, not Work based Order Type. This means that in the default view for Project Contracts, no Contracts actually show up. Yes it can be easily changed by a system admin but ...
Allow us to force a segment refresh
Currently there is some mystical timeframe which segments refresh the members. Maybe once an hour. For someone who is trying to create a segment and test it to see what members it returns this is impossibly slow. If you make a first stab at the list, you can't expect people to go away for an h...
Allow us to modify the views of members in a segment
Currently the list is very unhelpful, it shows full name, email1, phone, Account name, and crmrecordid (quite possible the most useless field ever displayed anywhere as we can't use it for anything at all in the real world). The list is not even sorted alphabetically. Clicking on most of the c...