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Feedback and suggestions

187 results found

  1. Is there any way we can preview the actual content of emails that have been previously sent?

    All I can find is how to check when emails were sent and not what was in them. We have a case where at end of month we sent a statement to a client. They called to query a charge and it was removed but our records of fee changing for the month were not noted. We want to find out what the initial statement was that was sent to the client as transactor no longer shows the original statement fee when running monthly sales report. The only way I can think to check initial fee is to check email…

    1 vote
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  2. Is there an easier way to change an e-mail title when sending 'batch reports'.

    I've just sent a letter to all clients regarding infection control, but the e-mail title was regarding month end statements! This is because it was rather involved to create a letter and batch report it out and also when doing this it prompts you to chose a 'title' for the letter, so you kind of assume that's the e-mail title. I was so involved with what I was doing, that I omitted to go down the very convoluted route of going into control centre and tasks etc etc to change the e-mail title there.
    Because it's suck in out of…

    2 votes
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  3. Practice Summary Invoice detailed - paged to be tweeked?

    As per the below suggestion, I agree the Practice Summary invoice detailed- paged does not need a code! INSTEAD the 'notation' field is vital info, to give the customer a comprehensive statement/report. Also as requested before, be nice if there was a LINE under each job to define them, as the info is pretty close, it doesn't scan easily. I've had customers disputing stuff just because they could workout where one job ended and another began.

    1 vote
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  4. generating a bar code to log materials details (lot no) for mdd against a job

    As you have the bar code function it would be good if I could (in the simplest form). add materials to a data base with details such as lot numbers & expiry dates which then generates a bar code sticker which can be applied to the material or just on a sheet, then when you scan the job bar code you can then scan the material bar code and save the materials info against that patients work, helping to comply with MDD making it less of a literally a paper trail and more pc based.
    You could then go on…

    1 vote
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  5. edit internal/private notes

    I sometimes want to edit internal notes, or correct a typo, but this is not possible. You have to add a new entry. Which is not ideal, and serves to confuse sometimes too. Also, I enter internal notes/codes with EVERY job raised so it's also frustrating that you can't just TAB into this field - like you used to be able to, but have to mouse click onto it. which does disrupt the job raising process.

    2 votes
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  6. edit internal/private notes

    I sometimes want to edit internal notes, or correct a typo, but this is not possible. You have to add a new entry. Which is not ideal, and serves to confuse sometimes too. Also, I enter internal notes/codes with EVERY job raised so it's also frustrating that you can't just TAB into this field - like you used to be able to, but have to mouse click onto it. which does disrupt the job raising process.

    1 vote
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  7. 1 vote
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  8. Custom report

    I would like a report where I can choose the fields shown so that I can replicate the early version of Transactor that I got so used to using please please with lots of sugar on top!

    1 vote
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  9. Email Messages

    Would it be possible to set up a messaging system on the Transactor so if you needed to send some or all of your customers a message it can be done using the Email details set up on Transactor.

    1 vote
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  10. Adding tags

    Please can we have the facility to add tags in one place such as in batch report manager. ie just tick which customer or practices we want to tag with a certain tag and its then added.

    Having to go in individually is so time consuming, then you get disturbed and forget where you are.

    please please please !

    3 votes
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  11. 1 vote
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  12. 1 vote
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  13. Include technician barcode scanning in Transactor 8

    We understand Transactor 8 will include more barcode scanning and printing features. We'd like to scan a technician's barcode so they can see the jobs they're working on

    1 vote
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  14. We need to create single invoices and patient statements that are merged from sub-jobs

    We create a new job for each stage of a job. At the end of the job we we'd like to produce a merged invoice and a merged patient statement created from all the staged sub-jobs of this job.

    Our old software used to let us do this.

    1 vote
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  15. 1 vote
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  16. 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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  17. Allow editing "Your Ref" when a job is completed

    We'd like to add something to the 'your reference' section (top middle) after completing the job without having to go back into edit. Like you can with 'Patient name' and 'notes'

    1 vote
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  18. 1 vote
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  19. Make is easier for the user to add company logo, move and resize it and position other text in the header

    Need to speak to the helpdesk if we want to move things around. Drag and drop would be useful.

    4 votes
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  20. Add a button next to State box to allow quickly producing documents for this job and customer

    Currently you can click the state box on a completed job to see an invoice in the preview window.

    Expand on this to allow quickly producing job documents (the F5 Print ones) as well as Statements etc. for the current customer without having to go into the Report menu and sub menus.

    1 vote
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