Feedback and suggestions
104 results found
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1 vote
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Would be good to access calendar from tool bar as well as the main form, also can we drill down on date to see jobs due
The techs here find the calendar really useful, it helps them visualise what's due when, so it would be good to access it independently from the main form so they don't have to clear / edit a job to get to it. Also, would be helpful to be able to drill down from a date in the calendar to see which jobs are due on that day.
1 vote -
1 vote
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When adding payments in January, for payments received in December, either make it clear what year is being used, or prompt the user
Example: I have received a payment dated 20/12. If I add this within January, and do not enter the year, it defaults to 2016.
When entering payments in January only, can Lab Manager either ask the user to confirm the year, or make it clear that it will use 2016 if you don't specify the year.
0 votes -
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 votesThe next version of Transactor will have the ability to add comment text highlighted in red (or other colours) which is prominently displayed on the form when the customer is selected.
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1 vote
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Log changes made by a user when editing a job
Such as if they changed the patient name, added or removed items etc.
0 votes -
1 vote
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1 vote
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can we have the option to print A5 invoices/statements/ price list in PORTRAIT as well as landscape.
can we have the option to print A5 invoices/statements/ price list in PORTRAIT as well as landscape.
3 votes -
3 votes
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We'd like to view Job History from the Jobs List
This was possible on Transactor 6 by right-clicking a job in the list and selecting History from the popup menu. Now you need to bring a job onto the main form before you can view the job history.
2 votes -
We need to be able to hand a list of unpaid invoices to a customer, as an invoice
We need something like the statement-unpaid but it must state it is an invoice and not a statement
The IDH summary invoice unpaid would also work if the references to IDH are removed
1 vote -
1 vote
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Make "Is Discountable" settable by price band on a product
Currently setting "Is Discountable" means the product is either discountable or not. Allowing us to state this product is discountable when using, say the Private price band, but not the NHS price band, is more useful for us.
Currently we need to ensure we tick or untick the "Allow Discount" box when adding a product to a job to achieve this effect, which is extra clicking and prone to error.
1 vote -
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 -
We need to be able to specify the technicians who worked on a job AFTER the job is booked out
If I wish to do this currently I have to Void each invoice before editing, which is not suitable as my technicians invoice me at the end of the month when we will have already invoiced the customers.
This is very important.
5 votes -
limit assigned lineitem technician to the user logged in
As far you know, when a technician ends his stage at work , he put his name on the list of technicians next to the action which he did.
The problem is that our technicians make mistakes very often and [instead of] putting their names, they choose name of another one and when we want to settle, we have full job to find out who and why.
Question is if its possible to have in the list only one name of concrete person after logging in ?
For example technician john, he has his own account on Transactor, in Id…
1 votesounds like an interesting idea. needs some thought for the design however. see comments
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Would it be possible to add DAMAS product tracking facilities to Lab Manager?
I can provide further information on request
2 voteswe’ve received documentation about DAMAS and the upcoming changes to the Medical Devices Directive (MDD) and plan to make it easier to conform with these in the next version TBA.
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Job ref pre-populated by surgeon or practice setting option
some NHS practices require us to give their Purchase Ref on invoices. Their purchase ref changes periodically. we would like jobs for these assoc. surgeons to inherit this ref into the job reference. ideally if surgeon has been Tagged as such, to use the ref given in the Practice record as periodically updating all surgeon records a few times a month will be more work.
1 vote
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