Project

General

Profile

Edit Copy Actions

Feature #5652

open

Solve the issues on my review on whole process

Added by Yalavarthi Thriveni 4 days ago. Updated 3 days ago.

Status:
In Progress
Priority:
High
Start date:
12/05/2025
Due date:
12/08/2025 (Due in 0 days)
% Done:

80%

Estimated time:
8:00 h
Spent time:

Description

1. Add mandatory * mark for annual power consumption
2. check the certify validation error message
3. New customer creation admin notify email format will change
4. If the Lead will be generated from the website in action history showed createdby as unknow & created date as not clear
5. By default hide the property details accordion & make sure followthe capitalise for all labels & if there is no details showonly "-"
6. Change the label Next Follow-up date to Follow up date
7. By default put 6PM for the time picker in add followup screen
8. Need to change the header UI for the mail & change the date format
9. What ever the type of customer click on dashboard will show that type in the customer list
10.When ever we assign the customer to a manager, manager didn't notify through the email
11.In the customer details, Platform - showes the internal userId but need to show the username
12.Reassign follow up to other user - In this case other user will get the email notification
13.In Dahsboard for super admin will show the payment related stats as pending amount for all projects , over all payment , received amount
14.Fieldstaff/Installer dashbord need to show proper names in the card names
15.Format the createdby date in the survey & installation & remove the type in the list
16.side menu labels will change for the filed staff login
17.Show the checklist of inventory for that installation


Files

clipboard-202512051112-4nogk.png (25.8 KB) clipboard-202512051112-4nogk.png Yalavarthi Thriveni, 12/05/2025 05:42 AM Delete
clipboard-202512051221-kkkbk.png (43.3 KB) clipboard-202512051221-kkkbk.png Yalavarthi Thriveni, 12/05/2025 06:52 AM Delete
clipboard-202512051222-aypkw.png (25.4 KB) clipboard-202512051222-aypkw.png Yalavarthi Thriveni, 12/05/2025 06:52 AM Delete
clipboard-202512052218-sn1kx.png (58 KB) clipboard-202512052218-sn1kx.png Chandra Sekhar, 12/05/2025 04:48 PM Delete

Add

Subtasks


Add

Related issues

Edit Copy Actions

Also available in: Atom PDF