Corrected documentation to match actual customer management interface: Customer Fields: - Only customer name and active status (no contact fields) - Customer name is not clickable - Edit and Delete buttons on right side (no "Actions" column) Edit Customer Dialog: - Modal dialog with customer name and active checkbox - Autotask mapping integrated in same dialog (not separate button) - Search Autotask companies field with Search button - Set mapping (blue), Refresh status (gray), Clear mapping (red) buttons - Current mapping display with sync status timestamp - Cancel and Save changes buttons New Customer Interface: - Simple form at top of page - Only name field and Active checkbox - Add button to create customer - Browse... button for CSV file selection - Import CSV and Export CSV buttons - Refresh all Autotask mappings button Added Screenshots: - edit-customer.png: Shows edit dialog with Autotask mapping interface - new-customers.png: Shows customer creation and CSV import/export controls Removed incorrect information about contact person, email, phone, notes fields. Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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| containers/backupchecks | ||
| deploy | ||
| docs | ||
| .gitignore | ||
| .last-branch | ||
| build-and-push.sh | ||
| LICENSE | ||
| README.md | ||
| TODO-audit-logging.md | ||
| TODO-documentation.md | ||
| TODO-reports-improvements.md | ||
| version.txt | ||