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VIC CRM for Notes - Feature Request: Using embedded views in Sales DBfor sales items?


The current version of the Sales DB uses list fields to hold the sales items columns.
Wouldn't it be handier to use sales item documents (as responses?) and manage all editing/deleting via an embedded view? I know, embedded views have their deficiencies, but in most of the applications I've written, they do such things like summarizing values very well.
When it comes to printing an order, almost in every case, I did an extra "output" action, that generates a complete separately layed out document with one Rich Text field holding the output data. This comes in handy, if you want to edit the generated output and save several output versions.



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In this field you can enter the actual request.

You can use the rich text editor for rich text formating. You can also enter HTML to embed objects, e.g. to embed a YouTube video or a screenshot of the project. In this case use '[' and ']' to mark the passthrough HTML as such.

Please note that the first time you use the new UI your description is converted from rich text to MIME. You might want to copy and paste the raw plain text from the old UI in the new UI so that you don't loose information.
In this field owners can describe what they have done or want to do.

You can use the rich text editor for rich text formating. You can also enter HTML to embed objects, e.g. to embed a YouTube video or a screenshot of the project. In this case use '[' and ']' to mark the passthrough HTML as such.

Please note that the first time you use the new UI your description is converted from rich text to MIME. You might want to copy and paste the raw plain text from the old UI in the new UI so that you don't loose information.