• Ability to customize the Global Quick Create Button

    It would be very helpful if the entity configuration for the quick creation of records and the visibility

    of the entity under the global quick creation button were independently configurable.


    At the moment all the configuration is controled over the quick create setting in the entity, the ability

    to create records over it's quick create form, and the visibility of the entity under the quick create button

    in the global menu.


    Example:


    You have a quote with quote details, some fields of the quote details will be populated from the quote

    over a skript, i.e. the lookup field to the related quote.


    If you use the quick create from out of the quote entity, there will be no problem, all works fine.

    if you use the global quick create button instead, the skript is not able to populate the fields.


    In the best scenario, some business related fields prevent the qoute detail to be saved.

    If it isn't the case, quote details without dependencies to quotes are in the system.


    Another point is that users where also be able to choose an incorrect quote, and that is, what the skript

    should prevent in this scenario.

  • Open Bookings from Schedule Board in separate Tab

    Currently, when you open a booking from the Schedule Board, an overlay with the booking is displayed.

    However, it is not possible to edit items associated with the booking. You can click "Open in new window"

    on the overlay and open the booking in a separate tab. Then you can edit the booking and all the elements

    associated with it, but the overlay remains active on the planning board and you have to click on a message

    to leave the page and close the overlay to return to the planning board.

    If you accidentally click OK instead of Cancel on the leave site message, the Schedule Board will close completely

    and you will have to reload it.

    Clicking OK does get you back into the planning board, but it is very cumbersome and requires many more

    clicks than necessary and is not acceptable for someone who has to work with it on a daily basis.


    It would be great if there was an option in the field service settings to double-click to open bookings directly

    in a new tab without the overlay appearing at all.