Sort options for contract manager
We use contract manager to keep track of MSP renews for customers who don't pay automatically each month. It works great except we have to hunt the list to find the dates that are expiring. If there was a sort order by date that could put the ones expiring first on top it would be very, very convenient!
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Rob commented
Sorry for hijacking this again.. I didn't see the extent of your recent changes. This is great. Links to recurring invoice. Has space for notes, email, files, etc. FREAKING awesome.
As I mentioned earlier, there is a LOT of work that can be done here... but I think the simplest and easiest addition for the time being would be to add a Contracts section to each Customer record. Getting to the contract from the customer view would be fantabulous.
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Computer Pro Inc commented
Thanks! That definitely makes things easier! Very top notch and quick response to this issue. That's one of the main reasons we switched from MHD, because of quick responses and personal attention like this! This is why Repairshopr is the best out there.
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Rob commented
@Troy - Awesome additions! The previous inability to search alone made them useless. If I needed to get to a customer's contract I would literally have to sift through pages and pages of contracts until I got to the one I was looking for.
With the search and sort, we can at least find a contract again.
Still a ton of work that needs to be done with contracts that we're excited about seeing someday soon... What's the best way to communicate that with your team? A simple idea suggestion doesn't seem to be the best medium as there are a lot of ideas that we have for that area.
PS Not receiving feedback notification emails. Just stumbled across this by accident. Will open a ticket.
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@rob - I didn't know those 3 small changes would change contracts from useless to useful, I got those things added. In next deploy later today
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Rob commented
My advice to you is to not use the contract manager. It's virtually unusable in its current state. The contract themselves are not referenced from the customer. The contracts are not searchable. The contracts are not sortable (as you mentioned). They do not link to a recurring invoice. They do not have any history.
You get the idea... The contracts module is half-baked, which is being very generous.
Source: We wasted a shit ton of time entering in hundreds of contracts and they're virtually useless.