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Feedback and suggestions

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  1. Would like to see the history of the most recently used surgeons at the bottom of the Customer menu

    T6 did this by listing the recently used surgeons at the bottom of the Surgeon menu.

    Makes my life much easier if I can just pick the same surgeons over and over when updating their jobs, rather than searching/selecting them from a list all the time

    1 vote
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  2. 4 votes
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  3. We would like to run some non-Batch Report Manager reports for customers with a particular tag

    Currently we'd like to run the Sales by Customer Grouped by Price Band for all customers we've tagged as NHS. The current settings only allow to choose "All customers" or a specific customer. We'd like to be able to select "Customers by tag" and select a tag.

    1 vote
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  4. 1 vote
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  5. 1 vote
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  6. 1 vote
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  7. When a discount is applied to an individuals ?

    account is there any way that the discount and amount EG: 5% can be shown on the Invoice?

    1 vote
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  8. 1 vote
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  9. Seperate the Notes and Financial products in the selection list

    I have a lot of default notes I use, would like these in a separate list to the financial products when selecting an item to add to a job

    1 vote
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  10. 1 vote
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  11. 1 vote
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  12. 1 vote
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  13. Can we see the job history by double clicking on the booked in date, like in T6?

    It's easier for us to do it this way than by using the menu or keyboard combination

    5 votes
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  14. e-mailing an invoice

    Whenyou e-mail a report as an attachment, it comes up with a box to show e-mail address, where you can add multiple addresses if need be and also any text you might want to add. It would be really good to have this option when e-mailing an invoice. I need to chase payment of a certain invoice. I want to e-mail them the invoice, but need to add text to say this or they will wonder what this random e-mailed invoice is.

    1 vote
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  15. 1 vote
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  16. 1 vote
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  17. Can we have an invoice number based on the job number?

    Having a separate invoice number and job number is confusing. I understand why the invoice number exists after speaking to the helpdesk, but to avoid confusion could the invoice number not just contain a "sub number" based on the job number...

    For example, if I created 3 different invoices for job 46911, they could be numbered: 46911/1, 46911/2, 46911/3

    3 votes
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  18. 1 vote
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  19. We need to set a product's price automatically depending on if another product is also on the invoice

    ...If particular products exist, we wish to apply a discount to a different product on the same job. This only applies to particular surgeons.

    Query already logged as M1-9172

    3 votes
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  20. Summary Invoice Jobs easier to view

    Monthly Summary Invoices, provide a lot of info and we are thinking of issuing these, instead of/with statements. Whilst the amount of transactions per page is ideal, could each case be devided by a LINE, so its easier for the customer to see each one at a glance

    1 vote
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