It has instant + smart search, where the results will be displayed as you type. We added custom search logic to find only relevant articles. The plugin itself is fully customizable. You can create your own category, set limits on articles, configure custom permissions and much more.

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• Pre-filled Project Name (with subject)
• Option to select Project Start/End Date
• Option to exclude products/services (by default, all products/services get automatically checked/included)
• Option to set Project Task Start/End Date

When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created.

You can also auto-fill additional data from quote/invoice/order to project. This would have to be done by creating simple workflow (executed when project gets created) and configure it to auto-fill/set required fields. (Same method applies to auto-filling product/service information to project task or setting default values).

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In addition, it can be configured to only retrieve images/pictures from certain folder (done in configuration area).

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It's simplistic design allows users to easily see the stage the record is in and update with a single click.

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• Checklists (popups that only include checklist fields)
• Missing/Incomplete information (custom logic to show/hide buttons only if conditions are true e.g "Missing phone number").
• Sales Stage specific information (popups that only include demo, on-boarding, follow up schedule..)

In addition, it supports conditional logic, meaning that buttons can be shown or hidden based on certain condition. For example, if organization's address is incomplete - you could show a button indicating that and with an option to update address when the button is clicked.

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In addition, it supports ONLINE and OFFLINE status for each user, meaning that users can control their availability (optional).

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In addition, to the easy lookup, you can also search the product/service by name, part number or any other field on the list (similar to standard vtiger functionality).  Special filtering options such as A-Z, In Stock Only, Bundles Only, Inactive  are also available.

On top of that, you can adjust Quantity and Price (on the popup) before the item gets added or even after (qty/price will update automatically on the record).

Easy Item Lookup is by far one of the most important extension you should have if you do any work with Quotes, Invoices, Orders or Purchase Orders.

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In addition to displaying primary module fields, it also supports parent modules. For example, you can create a custom header for Ticket and select the field to be displayed (on the header) from the Organization.

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For example, if your staff travels a lot and you want to track all the expenses (flight, hotel, etc..), you could do that by simply creating a custom "Travel Expenses" module (using Module Builder), configure Travel Expenses module fields i.e cost, quantity, description and map into the invoice item details. Finally, all the expenses logged would be visible on the invoice and available for you to include them on the customer's invoice.

You may also have expenses such as "Additional Parts or Materials" used on the job (Ticket, Order) and could easily configure those to be added onto the invoice with just few clicks.

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Other possible use cases are:

1. New HOT Lead comes in, if after 10 minutes the lead is still unassigned, you can automatically assign it to a sales rep or notify users/managers + trigger any workflow.
2. Invoice has been open (unpaid) for more than 14 days, you can create a policy that will notify you/accounting that the invoice has not been yet paid + you can trigger automated emails to the customer, account rep and much more.

The extension is extremely flexible, meaning that it supports simple actions such as email, reassign as well as workflow, which essentially allows you to trigger any action before or after SLA has been breached.

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