Feedback and suggestions
19 results found
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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 voteGood idea. We are planning to make a lot of improvements to the emailing features.
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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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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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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 -
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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1 vote
Thank you for your feedback. Planned for v7.09
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1 vote
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writing in private message
when you write something in the private message box could the 'enter' key please be reinstated as a way of clicking 'ok'
1 vote -
Would like a report to show all jobs for tagged customers, showing surgeon, patient and full job details
It would be similar to the Jobs by Reference list, but instead of using a reference, allow me to select a customer tag. All jobs should be listed for those customers, showing job state, surgeon name and ID, patient name and full job details (such as in the detailed reports)
1 vote -
IDH are staggering payments based on the individual tax dates of the invoices in the CSV file
This means we receive a number of payments from them throughout the month. In order to receive a single payment for them they say we need to submit the invoices with the same tax date.
Can it be an option on the electronic invoice utility to use the same tax date for all invoices for that month?
3 votes -
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 voteBoth 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. -
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 -
1 vote
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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
1 votegreat idea. watch this space.
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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.
1 vote -
1 vote
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3 votes
This was a speed-trick in T6. In the case where the cursor is highlighting some text in an object, you could just start typing the new value without having to press Space or Enter keys.
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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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