Custom Column Labels Now Available on Search Tab Screens
Users can now edit and customize column labels on any screen that includes a Search tab, making data grids more intuitive and personalized for different workflows.
The feature introduces a simple editing interface accessible through a new icon that appears when hovering over column headers. Users can click this icon and select "Edit" to open a dialog window where they can update the column label to better reflect their specific needs or terminology. The process is straightforward - enter the desired label name and save the changes to see the updated column header immediately in the grid.
Beyond just changing the display name, the updated labels are also reflected in the column visibility controls, providing consistency across all grid management functions. This enhancement allows teams to adapt their workspace terminology and create more user-friendly column names that align with their specific processes and workflows.
This feature is now available across all screens with Search tab functionality. For a complete walkthrough of the editing process, watch the demonstration video on our YouTube channel.
https://youtu.be/Ea6cBEAI7yA
Lead Linking Capabilities in Quote Management
The Operations Portal now offers streamlined functionality for linking existing leads to quotes and managing these connections efficiently.
Users can now easily connect quotes to existing leads directly from the Opportunities screen. The feature provides two options in the Quote Details section: creating new leads or linking to existing ones. When linking existing leads, users can search for specific leads or select from a suggested list, with the Parent # column automatically updating to reflect the connection.
The system also supports flexible lead management by allowing users to change linked leads when business requirements evolve. A simple "Change" option next to the current Lead # opens the selection dialog, enabling quick reassignment to different leads. This functionality helps maintain accurate relationship tracking between leads and quotes throughout the sales process.
This feature is currently available in the Operations Portal. For a complete walkthrough of the linking process, reference the instructional video demonstrating both initial lead linking and lead reassignment workflows.
https://youtu.be/dxWHaLRovgI
Tickets
KOD-29161: Implementation - Restricted Products
KOD-30193: Fix P21 sync
KOD-30704: Kodaris - UX for Quote/Lead/Order custom fields updates
Regression Tests
Case 1
Verify that on the opportunity grid - looks and functions correctly.
Verify that opportunity fields can be edited and saved in the grid.
Verify that custom fields are not cleared after editing a standard field.
Tests
Case 1
Verify that custom fields can be edited in the Opportunity Data Grid.
Verify that after editing a custom field, the value is saved and displayed after a refresh.
Verify that users with leadView or leadEdit permissions can open the Custom Fields tab on Lead and Quote screens.
Verify that users with leadEdit or quoteEdit permissions can edit custom fields in the Custom Fields tab on Lead and Quote screens.
KOD-30705: Kodaris - UX for Ticket custom fields updates
Regression Tests
Case 1
Verify that on the ticket screen grid - looks and functions correctly.
Verify that ticket fields can be edited and saved in the grid.
Verify that custom fields are not cleared after editing a standard field.
Tests
Case 1
Verify that custom fields can be edited in the Ticket Data Grid.
Verify that after editing a custom field, the value is saved and displayed after a refresh.
Verify that users with ticketView or ticketEdit permissions can open the Custom Fields tab.
Verify that users with ticketEdit permissions can edit custom fields in the Custom Fields tab.
KOD-30760: Kodaris - Display Hour Dropdowns in 12-hour AM/PM Format
Regression Tests
Case 1
Verify that the drop-down list for time on the Statement Delivery and Lockbox Configuration screens is working correctly.
Verify that the selected time is saved to the server in UTC format.
Verify that the correct time is displayed when the form is reopened.
Tests
Case 1
Verify that the time is displayed in 12-hour AM/PM format (e.g., “12 PM,” “1 AM”) instead of 24-hour format (e.g., “19:00”).
Verify that the time zone abbreviation is displayed next to the time (e.g., "1 PM EST", "10 AM GMT+3").
KOD-30764: Create API Endpoint for Product Recommendations
59991: Wrap Subjects with kd.intl.getMessage in Templates to be Translatable
60122: Finish company address catalog creation (Phase 2)
