From RPM Wiki
| Table of contents |
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Summary
These are things we had thought about doing in Jupiter.
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Features
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Content
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Process Fields
- Process management refactoring
- Field type enumeration merging
- Remove "info" classes
- Refactor "update" methods
- Field sharing
- Field rules
- Form groups
- Form edit
- Process designer (improved template edit interface)
- Easily work with 500 fields
- Add/edit/move field with no page reload
- Field highlight options with no page reload
- Handle the new field sharing/linking, rules, and work flow
- Copy & paste delimited list options (like accounts for account group), edit list options
- Import fields/workflow into existing process
- Easily work with 500 fields
- Template history
- Yes/no field optional checkbox style
- Calculated fields
- Default field values
- Turn global attachments into fields so they can be positioned and shown/hidden by conditions
- Fields descriptions/help shown on mouse over
- Reference type custom fields
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Process Workflow
- Process flow
- Template workflow
- Action improvements
- More form import options & defaults
- Auto-participants
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More Process Management
- Process management data transfer between subscribers
- Action end date (duration), multiple owners, notification warning, notification options (attention list, email), dependencies, time as well as day
- Improved form edit & display interface
- Possible improvements to field display/layout options
- History of deleted forms
- Email improvements
- More data, format, and branding options for change notification email
- Other email events that can be triggered by the form workflow
- Process summary improvements
- Add staff participant: checkbox "make owner"
- Linked columns for staff references
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Relationships
- Multiple locations & contacts for agencies, reps, customers, accounts, suppliers, and subscribers including support for view columns and importing.
- vCard download
- Archive (hide because can't delete) agency, rep, customer, account, supplier
- Definable default columns for built-in relationship views (like exists for commission items)
- Supplier custom fields and views
- Customer merge
- Search custom fields
- Customer details: Custom field in account list. This adds a 3rd column to the account grid.
- Selected using a drop-down selector on the Account custom fields setup page under the tabs.
- One setting per subscriber. If the field is not hidden from agent users then they see it too on the customer page.
- Default is n/a (no column).
- Form number sort option (alpha or numeric) like we have for "Accounts, rep IDs".
- A 3rd drop-down in the "Sorting" section of "Sorting & paging" preferences.
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Inventory management
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APIs
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Support Helpers
- Role download/import
- Custom var/matrix/schedule download/import
- Custom field setup download/import
- Staff delete wizard (better handling of forms & agency assignment)
- Licencing related messages in the application (like when adding a manager)
- Make "Recent imports" into more of a complete import history
- Add more detail to imports and other "in progress" page like when it was started and who is doing it.
- Per subscriber Support contact for agent users.
- View and edit from subscriber details page (staff & admin user)
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Flags and alerts
- Flags/notices on forms, customers, etc.
- Highlight for views
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Reports
- Gantt charts (for project management)
- Calendar views of forms/actions
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Commissions
- Adjustments import
- Pending/automatic (recurring) adjustments
- More control over what agents see. Example: Contract value, view columns
- Buy & sell rate based commission rules
- Direct assignment of accounts to reps
- Manual comm item custom var entry
- Filters for shared custom variables in commission item views
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Views
- More built-in views (like each status level for process, missing accounts, etc.)
- View refactoring
- More than 30 columns
- New column selection interface
- Allow super user to manage staff private views
- View download "In progress"
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Imports
- Separate recent and history pages for imports & sync
- More/better import options & defaults
- Abstract column order
- Default for leave data intact
- Option to make a placeholder value when importing references that don't exist yet
- Rename by import
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Other
- Search improvements
- User message interface
- Customer user
- Supplier user
- New selection interface for views
- Context menu
- Agency, Rep, Customer, Account, Staff history
- Logon history
- Audit trail
- Last logon/system use reports by user & agency
- "You last logged on..." security message
- Custom field & variable setup import
- Could that enable a view import and/or a template import that included views?
- Subscriber self-management of suppliers
- User option: date format
- Show more info in the file name display like who uploaded it.
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Refactoring
- Server farm
- Single details page for rep + mgr
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Minor features
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Preferences
- Link fields open in new or same window
- Field sort option - for field search, filter selection, column selection, etc.
- Field truncate options
- More info in the email notification
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Editing
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Process management
- Per view actions:
- Mark unread for agent users
- Mark my actions done
- Remove me
- Option to hide participant list in a process from agents
- Number type field (like money type without the $ including a similar view filter)
- n/a (clear) option for yes/no fields
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Views
- Columns
- More reconcile columns for comm items
- Filters
- Relative date filters
- Text search filter
- Agent user comm item view/download show customer custom fields
- Improved column selection UI, "Clear all"
- Improved filter add UI, groups like columns
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Commissions
- Run preview/final flag
- Quota report
- Separate default comm type for gross & agent. And supplier?
- Negative tier values
- This page was last modified 21:02, 27 Nov 2006.
- This page has been accessed 1827 times.