permissions
the permissions errors do not always point you in a solid direction for what permissions to add. they either need to be improved to direct you to the exact required permission or you should allow a search by object name in the permissions table. the warnings seem to direct you there, rather th...
default filter column
allow us to set a default filter column like we could in NAV. searching every available column is cool in theory, but produces a lot more results than actually needed in most places. give us the option to set a default filter column or leave it open to all columns.
navigation pane
bring back the navigation pane like we had in NAV for all filtered views/shortcuts to be placed in. this will cut out clicks, so you dont have to bookmark everything or go to sales quotes to find your sales quote filters for example.
popout window
bring back the automatic popout windows. if i am on a sales quote and click the item card hyperlink, open that in a separate window. we should not have to manually open separate popout windows.
blanket sales order
when creating a sales order from a blanket order, you should be taken directly to the sales order like you are when converting a quote to an order. having to click line, unposted lines, show document, etc on every single line created is inefficient, especially when you are creating dozens of o...
customer block
customer blocks should not be all inclusive. if you block ship, you should be able to do everything but ship. quote, enter orders, but cannot print or post them. block invoice should allow all functions but invoicing and block all should prevent all functions. we still need to be able to enter...
windows
please allow automatic pop out windows like you do in NAV2015. everyone uses multiple screens in this day and age and work through multiple windows at the same time. it is annoying to have to manually click to add additional windows.
SUBSTITUTIONS
when opening the substitutions table from the factbox on a quote or order or from the item card, the items listed in the table should be hyperlinks to the other item cards so you can view all pertinent information before deciding if you wish to use the sub or not. you should also be able to se...
customer list view
the +new button is directly next to the search button on the customer list view and the item list view. i cannot tell you how often people accidentally click +new when attempting to simply search one of these lists. this creates new blank items and customers. we have hundreds and it has only b...