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Feedback and suggestions

16 results found

  1. Email from preview window using email list

    When emailing from the preview window, the primary email address is automatically added as a recipient. Can we choose to use the customer's email list as the recipients, without having to copy from the customer details before running the report, and then pasting

    1 vote
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  2. Credit Note State box coloured Red

    Colour the State Box (top right) background Red just to highlight (remind) me it's a Credit note.

    16 votes
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    planned  ·  0 comments  ·  Admin →
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  3. message alert when you select customer onto main form

    I need to try and find something that will alert staff in the office to remember when booking the work in.
    Could there be something that could pop up when you input the surgeons name that comes onto the screen in a bright colour to alert them that this surgeon requests something different to others for example I had one today that does not want his veneers etched and its so hard for them to remember all the requests.

    0 votes
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  4. Log changes made by a user when editing a job

    Such as if they changed the patient name, added or removed items etc.

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  5. 1 vote
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  6. 2 votes
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  7. Please add graphing so we can analyse sales by month

    Such as plotting total sales by month over the year, or total sales per product by month over the year

    1 vote
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  8. 1 vote
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  9. 1 vote
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  10. We need to search for customers by type

    For example, we created a Prospect customer type. The customer doesn't show in an "All customer accounts" search.

    In fact, we want to segregate prospects from surgeons, so even if prospects did appear in this list it is still not ideal to locate prospects amongst the surgeons in the list.

    When searching, can we choose to search within a specific customer type?

    1 vote
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    Both issues will be addressed in v7.09.
    Meantime if you in support, and have v7.x your current system can be adjusted for this. Ask our support team to make a script change for you.
    1. Enable hidden customer search script “Customer by Type”
    2. Adjust ‘All Customers’ search to include all types.

  11. Optionally include customers with zero sales on the Sales by Customer report

    So we can see who hasn't been doing business with us

    1 vote
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  12. Would it be possible to print the Aged Debt List in Grouped by Surgery format, this would be most helpfull

    Grouping dentist in surgery for the Aged Debt list would make things much easier

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  13. 1 vote
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  14. 1 vote
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  15. Report of Practice Summary Invoices in Period

    I would like a report similar to the current Invoices In Period (reports/accounting) but instead of it listing individual Job Level invoices, it would list one row per Practice Summary Invoice. Naturally it would need to ask for a date range and it would have report totals.

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  16. 3 votes
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