Hello
Couple of questions
SuiteCRM 8 3rd most recent beta release
- Activities & History = favicon / record image
Inside an account , opened activities and history sub panels but there is no image / icon to tell which reocrd type there is maing it confusing to tell, are these meetings, Tasks or calls?
Can these be added?
- Edit view / Inline Editing
From what I can see modules with upgraded layout
Leads, Accounts, Contacts, Opportunities, Tasks
eg - inside an Account record
Using the Type field as the example I click the pencil and this opens up Every field to be editable
The user must click Save at the top of the screen
However in any other module and any custom module
In this example Meetings inline editing
Using the subject field as the example field I click on the pencil
This opens up Inline editing, like in previous SuiteCRM versions with the tick box for the 1 field
Can you please confirm the plan for these 2 edit screen / processes?
- Will every module inline editing / editing behave in the same way?
- Will custom modules have the same way?
3 - SAVE button only at the top?
A small thing but something I know users will notice
SAVE button is only available at the top of the record?
Some clients have fields and panels making it a long record
For example creating a Quote
Add all details
Add groups and line items (10-15 lines)
Then user has to scroll up (3-4 times) to reach the top of the page to click save
Can the Save button be returned to the bottom of the record too?
4- recently reviewed records seems to have gone? why?
5 - History Timeline fails every time // ERROR MESSAGE makes menu fail
Been into multiple records with Activities & Histroy but get this error message every time
Also please note when this error message displays the main menu fails
Try hover over a module name or action and it disapears because the error message takes over
Thanks again