• Joined on 2025-05-30
bnilsen pushed to main at bnilsen/custom_ui 2026-01-09 13:29:59 -05:00
f7ce3a39d0 Fixes for Estimate/Sales Order creation.
bnilsen pushed to main at bnilsen/custom_ui 2026-01-09 10:33:12 -05:00
016aa08b95 Added Property Detail page and routing from Clients list.
bnilsen pushed to main at bnilsen/custom_ui 2026-01-09 09:51:30 -05:00
54280ac78f Changed the customer name and Property column types to link to support additional ways to access the forthcoming customer detail page and the current property detail page.
1a7f0d872a Added a link type to the datatable columns.
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bnilsen pushed to main at bnilsen/custom_ui 2026-01-08 17:06:41 -05:00
9803f0718c Job creation v1
bnilsen pushed to main at bnilsen/custom_ui 2026-01-08 11:44:31 -05:00
181db2c4e6 Added quick action buttons to Clients page and Client Detail Page.
bnilsen pushed to main at bnilsen/custom_ui 2026-01-02 15:31:50 -05:00
702e718431 Styling changes to increase reactivity of CRM UI.
bnilsen pushed to main at bnilsen/custom_ui 2025-12-23 20:56:02 -05:00
b8fea2c9ca Added a job creation method from Sales Invoice
bnilsen pushed to main at bnilsen/custom_ui 2025-12-23 17:27:24 -05:00
48431db7ee Fixed a bug where Tasks weren't loading filtered by Job.
bnilsen pushed to main at bnilsen/custom_ui 2025-12-23 14:48:34 -05:00
b2f77f2ca1 Added Job detail page with a datatable displaying all Tasks related to that Job.
bnilsen pushed to main at bnilsen/custom_ui 2025-12-23 09:51:02 -05:00
3b2c78e4d4 The Jobs page now reads data from Projects List, click on a row and go to a detail page.
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bnilsen pushed to main at bnilsen/custom_ui 2025-12-22 23:33:34 -05:00
9c837deb52 Added a rough and dirty Job page and the JS API methods for it.
bnilsen pushed to main at bnilsen/custom_ui 2025-12-22 17:28:45 -05:00
d4240e0cc3 Fixed an issue with responsive UI related to setting the customer response.
bnilsen pushed to main at bnilsen/custom_ui 2025-12-22 16:35:13 -05:00
d30fc77527 Added the Confirm Estimate reponse in the UI.
bnilsen pushed to main at bnilsen/custom_ui 2025-12-22 07:41:21 -05:00
20a3517d7b Shuffled the Calendar categories around, added the Company specific Calendars.
bnilsen pushed to main at bnilsen/custom_ui 2025-12-20 23:41:50 -05:00
1195ad8d4a Added appropriate dials to invoices page.
982b627c63 Added the Jobs Todos that Courtney asked for on the Jobs page.
0fc4e58543 Moved Charts to Estimates page from Clients page.
176d9c7e7b Added the 15 Day Follow up Chart
2034842d26 Removed the todo charts from Client to move them to other pages.
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bnilsen pushed to main at bnilsen/custom_ui 2025-12-20 16:55:48 -05:00
276e6fd3c7 Styling to help the todo list cards fit the overall sytle better.
1d77aa5dcf Swapped Map and History card locations so that the map is near the Address information.
572946087f Removed unused CSS classes.
056ee4a2ae Removed redundant History tab, now that history lives in the overview.
290998da96 Moved cards to our card implementation.
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bnilsen pushed to main at bnilsen/custom_ui 2025-12-20 14:56:30 -05:00
6d9342a970 Shrank Cards on the Dashboard. Implemented own Card as well.
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bnilsen pushed to main at bnilsen/custom_ui 2025-12-16 15:59:45 -05:00
796b835c08 Added a Balances Overview and Added an Add New Button to client communication history Card.
bnilsen pushed to main at bnilsen/custom_ui 2025-12-16 15:35:31 -05:00
b802dcd20a Added placeholder History Card to CRM Overview.
bnilsen pushed to main at bnilsen/custom_ui 2025-12-16 09:08:24 -05:00
e508f265a1 Added Client Type column to the CRM table. Removed unwanted Status Buttons.