providers

Sticky displays for providers, funds, and fund sources

3
While in a Provider, have the tabs "sticky" so the last tab opened remains as the default displayed on opening that Provider until changed;  give columns within the tabs the same flexibility as above (picker, rearrange, adjustable, sorting)
 
While in Fund Details, have the tabs "sticky" so the last tab opened remains as the default displayed on opening that Provider until changed;  give columns within the  tabs the same flexibility as above (picker, rearrange, adjustable, sorting)
 
Allow locally-selected default for Contex

Category

Status: 
Under review

Provider tags

2

Allow tagging of Providers, similar to Fund Tags, including the ability to search/filter by Provider Tags

Category

Status: 
Under review

Provider URLs in provider records set as a hot links

2

Might it be possible sometime down the road to have the URL in the Provider record as a hot link to quickly open the vendor site (in a new window)?  Then if we need to print out a paper copy of an invoice in the list, we could just click on the link to the Provider record, then click on the URL to access the vendor site.  And if that can be done, how about a hot link to the EDI account Host (vendor FTP server) to easily access the server for removal of older files that have already loaded to Evergreen?

Category

Status: 
Under review

Addition of Note field(s) and an Account Number field to the provider record

Tags:
4

Category

Status: 
Under review

Support for standard discount

6

The ability to identify a standard discount for a particular vendor and to apply that discount when applying an estimated price to a fund account.

Category

Status: 
Under review
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