Feedback and suggestions
49 results found
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export my client details (name address etc) into a csv spreadsheet
I'd like to export my client details (name address etc) into a csv spreadsheet so I can upload them into an accounts package.
1 vote -
rename the Exit button on the Email server
it's confusing at the moment i don't know whether to click the small X or the Exit button next to it, in order to simply close the window but leave the email server ON.
1 voteThe Emailer will now Hide/minimise when the X is clicked.
Additionally, the buttons on the Emailer have been simplified to just “Switch Off” (to close/exit) and “Hide” (to minimise).
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In Batch Report Manager is it possible to have the send option include PREVIEW WINDOW.
Also is it possible to add the 'Summary Invoice Detailed' report which INCLUDES 'Note/Line Items' to the Batch Report Manager, as we can only run this off individually currently.
1 voteThe Summary Invoice Detailed can now to processed from the Batch Report Manager.
It is also now possible to send all reports to the preview window from the SEND page (use Preview as One Report) or you can preview each report individually after processing by clicking on the numbered icon to the right of each surgeon’s name.
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0 votes
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Payment reference and comment visible in customer history window
would like to see any payment ref and/or comment in the customer history window next to payment rows.
0 votesv7.08 build 22nov2013
this is in the Note column to the right of the customer history list view.
Select customer onto MainForm
Choose Customer/History/Account History
(Hot key F11). -
new products to go automatically onto the code mapper
Why when i put in a new product it doesn’t go automatically onto the code mapper, this would makes it less work for IDH statements
0 votesFrom v7.08 build 13-11-2013
Code Mapper has been redesigned to automatically update all your current native product codes and price bands. The search filter is also improved. With these improvements mapping your native Codes to 3rd party codes for each price band is now much simpler.
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Report: Sales by Surgeon and Nominal Account
In T6 there was a 'Customer Sales Totals' report which had a row for each surgeon and columns for the Nom Categories eg. Dentures, Crown & Br, and line totals. This seems missing from T7. [Custid 2612]
0 votesIn 7.08 release.
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report of practices listing accounts linked
I was wondering if there is a way of printing a report of practices listing account linked to them if not can we have one please?
0 votesReports\customers\practice list with surgeons
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Technicians report with team participation calculated
What would be useful is similar to the "Technician work charged by Tax Date" report. A report which can accumulate each technician's work totals not just for jobs assigned just to that tech, but also for work done as the 1st or 2nd tech in a team. A simple way to explain this is that the report would have just one row per technician, with a Net Total for the tax date period.
We have some technicians who have shared work with other technicians on job items, [2 technicians were picked onto one or more Line Items on the main…
0 votesThis feature will be available from v7.08 Reports\Technicians\Technicians Output Report
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