Email attachments enhancements

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Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$1600
Due date for completion of this stage: 
18/07/2013
Project funding: 

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Project description: 

This project will enhance the email window to enable:

  • multiple attachments to be selected when clicking Attach in the email editor
  • better support for deleting attachments on tablets
  • customer account documents to be attached
  • customer estimates to be attached

Multiple Attachments

The Attach Documents window will allow multiple documents to be attached by displaying a check-box next to each document. 

Attachment Deletion

Currently, attachments are deleted by clicking on them and pressing the Delete key.

To better support tablets, an X icon will be displayed next to the attachment when it is selected. Clicking it will cause the attachment to be deleted.

Customer Account Documents

For customer and patient workspaces, the The Attach Documents window will include a Customer Account tab displaying invoices, payments, refunds etc to attach.

The tab will include:

  • a dropdown to filter documents by type
    This will allow multiple selection. By default, it will show all invoices and payments. 
  • a status filter
    By default, it will show all Finalised documents
  • a date range filter
    This will allow documents to be filtered on date. It will default to all documents

Multiple documents may be selected.

Customer Estimate Documents

For customer and patient workspaces, the The Attach Documents window will include a Customer Estimates tab displaying estimates. 

The tab will include:

  • a status filter
    By default, it will show all Finalised and Invoiced estimates
  • a date range filter
    This will allow estimates to be filtered on date. It will default to all estimates
  • Multiple documents may be selected.

Exclusions

Multiple attachments won't be supported when clicking Attach File. This is due to a limitation of the web framework, echo2.

Comments

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Re: Multiple email attachments, delete attachments

Hi,

Works for me, can we please get this costed.

Thank you

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