Feedback and suggestions
25 results found
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1 vote
good idea
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allow 2 more customer email c.c addresses ergo up to 3
Need to email customers, but also 2 other 'customer cc. email addresses' currently they have to do a BRM (Batch Report Manager) run to customer's email addr, then 'go back into each customer record, change their email', for a 2nd run. ditto 3rd
0 votes -
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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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 -
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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