G_I's avatar
G_I
Experienced Partner
9 years ago

Better Custom Forms

I would like to suggest the following improvements for custom forms.

 

  • Allow us to choose a custom form when selecting "Send To" > "Disk" from a Quote/Invoice or Bill etc.
  • Improve the ability to include information that ONLY appears on the first/last/middle pages. This feature seems to be present - but I don't find it useful.
    Our situation is as follows: We have a header and footer, we only need the header to be shown on the first page, and we only need the footer to be shown on the last page. Any page that isn't the first or last page should have a different (smaller) header and footer, leaving more room for a bigger invoice table. Naturally if there is only one page - it needs both the large header and footer on it. It is also important to note that on each of these types of pages (first/last/middle) - the invoice table will be in a different position and will be a different size.
  • Allow Hyperlinks without having to display the full web address - eg. "click here to view our website", or making our logo into a hyperlink that takes the customer to our website.
  • Allow the use of dynamic information TOGETHER with standard text. eg: put a short message at the bottom of a quote saying something like: "Please contact your sales representative [Salesperson] to proceed with this quote. Thank you for your business". This would be particularly useful for directing the customer to a payment portal with a custom URL eg: https://my-website.com/make-payment?Invoice=[InvoiceNo]&Total=[Total]
  • Fix "Row Shading" when used with Borders. Currently enabling row shading on a table that uses visible borders looks really strange, because on the shaded rows the borders are obscured up by the shading. It would also be nice to be able to cusomise the row shading colour.
  • In Quotes/Invoices Bills etc we are able to insert a "Header" as a line item - it would be nice to be able to give this a custom font / size and make it bold etc. at the moment they appear in the exact same font/size etc. as the rest of the line items in the table.
  • I'm not quite sure how to explain this one - but anyone who has tried to change the column widths of a table will understand what I'm saying: Resizing the width of the columns in a table ALWAYS causes me much grief. Resizing one of the columns always ruins the rest, and often causes the table to look very lopsided.
  • Allow the "padding" of a table to be customisable. i.e. the tables always allow a small buffer area between the content and the table borders. Often I have found that this buffer is too large, and i would like to reduce this padding so that more can be fit into one line.

Thank you in advance for your consideration on the above suggestions. I am happy to elaborate on anything that is unclear.

3 Comments

  • Ishoa87's avatar
    Ishoa87
    Cover User

    great suggestions - while the customise forms tool has been improved I still find it very clunky and fiddly to use.

     

    also:

     

    - add a field for discounted unit price

    - insert blank table (i.e not invoice or gst table) so to avoid haveing to draw in lines for extra info not in invoice table

    - allow two page invoice to allow for terms and conditions to be emailed with each invoice

    - I find the padding comment above particularly relevent for column headings

  • RCA-William's avatar
    RCA-William
    Cover User

    Would also like to have added

    - Contact details entered into card should transfer to form (eg it will show bring the mailing address from address 2 or 3 but still shows the phone no from address 1

  • Khman's avatar
    Khman
    Contributing Cover User

    I would add the fact that the "undo" button really undo the last thing that was done.

    If you're working on a table to change color/borders... the "undo" button will not undo your last change on the table, but the last modification outside the table... very annoying as I need to cancel modifications and reopen the custom form...