RELATED IDEAS
Allow users to save record display configurations
Allow user's to save record settings. When a user opens the Notes section, it should stay open the next time a user open that record type.
This is specifically for the Notes sections in cost records:
Applications for payment
Change order requests
Contract invoices
Potential change orders
Prime contract change orders
Subcontract change orders
Purchase Orders and General Invoices as well. The sections Contract Details & Tax should stay as the user configures.
It would be even better to extend this to column order and column width for records with grids, like contract invoice items and Pay App SOV items. When a user changes the column order, it stays in that configuration the next time that record type is opened.
A simple method for this request would be include a setting in PS that controls if the Notes section is open or closed for all records.
Seconding the comment on grid layout configs. I really want to be able to reorder, hide/unhide columns, adjust column width in all the grids noted above based on my workflow and screen resolution. I would also like to be able to set column order for user roles.
Please set the default purchase order screen back to the way it originally was. Now that you have collapsed the contact details and the tax we are getting several entry mistakes because it's not there to see easily. Too much room for error. People constantly forget to add the supplier and check the tax. It should be a permanent setting within each user because I understand that some people might not need it but we DO! Thanks