G_I
9 years agoExperienced Partner
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.