Feedback and suggestions
25 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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1 vote
planned for next major update. release date open.
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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 -
Would like a report similar to Booked In by start date, but showing job total value
To see the value of jobs for a due date we can use Booked In Jobs detailed with values, but there is no report to see values of booked in jobs started on a specified date or date range
1 vote -
1 vote
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Automatically include credit notes in IDH invoices
Whilst doing a CSV invoice for IDH I missed the tick box to include a credit note (leading to much fun altering invoices!) and I was wondering is there any way to have that permanently ticked?
1 voteeta next version release
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0 votes
a simple expenses tracker is in our roadmap however this article tells how to get up and running right now https://transactor7.uservoice.com/knowledgebase/articles/200913-do-i-need-an-accounts-package
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1 vote
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More easily view images attached to jobs after completion
As part of DAMAS accreditation we use Transactor to store images of signed tickets with each job in a step towards paperless office. for audits we'd like to be able to more easily view them up to 6 years after completed. Essential for Audits. Naturally we don't want to have to Action-VOID the Invoice.
1 voteTo do this in the current version – Right click the Line, choose View Image. We’ll make it more intuitive in the next version so that a Dbl Click or Enter will also pop up the image
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1 vote
we hope to have this out in the next update.
we’ve noted that the report criteria is the Actual Job Booked In date as opposed to Job Due Date. -
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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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 -
Can we have the ability to store and view .STL files? (3D Cad/Cam images)
These can be very large in size, so maybe just the ability to store a location link to an STL file in a job, and if the user wants to view it then Transactor just opens the file in the CAD/CAM software or an STL viewer, such as: http://sourceforge.net/projects/stlviewer/
1 vote -
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
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