Details

    • Type: Sub-task
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: None
    • Fix Version/s: 5.7.0-b1
    • Component/s: None
    • Labels:
      None

      Description

      Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, View*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also no show the statuses draft, lost, and dead. Clients should not be able to approve expired quotes.

      In addition we should add a bulk action selector to the admin interface with options for Delivery by Email* and Change Status.

      * Should be implemented in another task

      Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

        Activity

          People

          • Assignee:
            abdy Abdy Franco
            Reporter:
            jonathan Jonathan Reissmueller
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            Dates

            • Created:
              Updated:
              Resolved:
              Fix Release Date:
              4/May/23

              Time Tracking

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              Time Spent - 2 days, 3 hours, 19 minutes
              2d 3h 19m

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