Feedback and suggestions
154 results found
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anomally when entering invoice number - it removes job number ?
When looking at a job on the sysem by various routes, the JOB number AND INVOICE number are both displayed...However when you search by invoice number (by typing INV12345) in the Job field, then hit enter - the invoice number remains in the job field AND in he invoice field. As you can see from the attached photo. If you require the job number by way of clarification, then you have to out of the job, reload the account, and search for the case again. Bit of a blip there I think.
Thanks1 vote -
Practice summary statement in months
Practice Summary statement to be broken down monthly, to show each dentist's total for each month still owing. I think this used to be the case with the old transactor!? But now it's just one figure which doesn't help when you want to highlight a practice's overdue balance along with the current month.
3 votes -
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 votesNotes can be deleted
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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 voteInternal notes can be deleted
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Let us store a customer's statement email address, and allow sending to this
A number of our customers want to have statements sent to an email address, which is not their primary address and also shouldn't be included in the email list.
Can we have the ability to have a "statement email address" on a customer's record, and allowing emailing to this.
The website address on a customer record isn't useful to us, so this could be replaced.
0 votes -
Transactor needs to be made to operate on a Mac without an emulator.
When is transactor going to made for Mac?
1 vote -
The customer balance shown under the customer details on the main form, doesn't update after adding a payment
The correct balance is shown in customer history, but to see the correct balance on the main form you have to clear the form and go back to the customer.
1 voteThis will be done in the next version update.
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1 vote
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We'd like to be able to choose the account number for new customers
We do not always want an automatic account number chosen for us
1 vote -
Group surgeons by practice on sales by customer
Sales by practice report is spread across pages. I like the sales by customer report as it's a long list.
2 votesYou can now use Report menu > Sales > Sales Data Lists > Customers Related.
Click the Practice column to order by practice name.
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Search for jobs containing a specified product
It would be helpful to be able to search for jobs that contained a specific product, eg chromes
1 vote -
1 vote
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telephone number
put your number back on your website
hi nick , hope you are well , ha ha
1 vote -
Make it easier to get a scanned image into Lab Manager
It's complicated to get a scan using our scanner software, then add a product to a job and browse to where the image is.
Ideally add a button in Lab Manager to get a scan from the scanner and add to the job
7 votes -
Can we have a way of adding a document to a job.
We get all instructions from one practice via email, we keep these in a document, updating it as more instructions come. It would be good to be able to attach this document to a job.
1 vote -
1 vote
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We need a report to show product sales by customer
ie. The results in the Sales by Product report are good, but we want to see the list of products for each customer over the period
1 vote -
1 vote
Tools menu > Apps > Batch single invoices or patient statements
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Need to exclude tagged customers on the Batch Report Manager
For some customers we need to bill the practice, and these practices are tagged BILLTOPRACTICE.
Since we don't want to produce surgeon invoices/statements for the surgeons in those practices, we'd need to be able to select all surgeons without the BILLTOPRACTICE tag. If necessary we can tag the individual surgeons as BILLTOPRACTICE.
1 voteOn the BRM step 1, choose "dentists by tag" or "dentists without tag" as appropriate.
The same options are also available for selecting practices with or without a tag.
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We want to be able to batch book-out complete jobs and print their invoices
eg. Batch book out all jobs due today and print their individual job invoices
4 votesYou can now use Tools menu > Utilities > Bookout jobs by due date
Then use Tools menu > Apps > Batch single invoices and patient statements
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