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[Feature Request] Add Client Number to Clients module and add Client Number, Quote, Work Order, and Agreement fields to Quotes and Invoices modules #1022

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novafirst opened this issue Jan 28, 2024 · 0 comments · May be fixed by #1029
Open

[Feature Request] Add Client Number to Clients module and add Client Number, Quote, Work Order, and Agreement fields to Quotes and Invoices modules #1022

novafirst opened this issue Jan 28, 2024 · 0 comments · May be fixed by #1029
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novafirst commented Jan 28, 2024 •
edited

Expected Behavior

Add a standard text field client_number to Clients module. This number should be up to 30 digits long can be mix numbers/letter/ and maybe -_. This number should be a unique for each client and should be available in quotes and invoices. Also ability to search for client using the client number in addition to client name.

Add Client Number, Quote, Work Order, and Agreement fields to Quotes and Invoices modules.

Current Behavior

No Client Number exist in Clients module
No Client Number, Quote, Work Order, and Agreement fields exist in Quotes and Invoices modules.

Screenshots

I am including a few screenshots

Possible Solution

Steps to Reproduce

Context (Environment)

Ability to have a client number field will help identify client more easily. This is definitely the case for organization that has large customer base.

Detailed Description

Possible Implementation

Client_Edit
Client_List
Client_View
Invoice_Edit
Invoice_List

Failure Logs
@novafirst novafirst self-assigned this Jan 28, 2024
@novafirst novafirst changed the title Add Customer Number (or Client Number) to Clients, Quotes, Invoices Add Client Number to Clients module and add Client Number, Quote, Work Order, and Agreement fields to Quotes and Invoices modules Jan 29, 2024
@novafirst novafirst added the Feature Request Improvement or Feature Request label Jan 30, 2024
@novafirst novafirst linked a pull request Jan 31, 2024 that will close this issue
Added an extra fields to clients, invoices and quotes #1027
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7 tasks
@novafirst novafirst linked a pull request Feb 7, 2024 that will close this issue
Add extra fields and functions to client and quotes and invoices #1029
Open
7 tasks
@nielsdrost7 nielsdrost7 changed the title Add Client Number to Clients module and add Client Number, Quote, Work Order, and Agreement fields to Quotes and Invoices modules [Feature Request] Add Client Number to Clients module and add Client Number, Quote, Work Order, and Agreement fields to Quotes and Invoices modules Mar 9, 2024
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