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Feedback and suggestions

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  1. Sales items search box - focus the For box

    if the default search is say Description. then i would like the cursor waiting for me in the FOR box instead of having to move the focus out of the list box.

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    completed  ·  0 comments  ·  Admin →
  2. List viewer window - Print all - Zoom not working

    eg. Customer History - Account Statement - Options - Print All - Click Zoom + icon. Doesnt work. Zoom - works until 20% but then wont zoom back up. Can enlarge window and sometimes zooms in, but stops working again.

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  3. I would like to cursor to skip to Ref when I press Tab

    I like the cursor to start at Customer when I start a new job, but then when I press TAB I want it to move to Ref

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  4. Report to show a certain product, for a certain client for a certain time scale.

    It is vital to understand clients trends, and we really need a report that can be totally bespoke to the following fields that can be varied without boundaries.i.e.....
    How many NHS - Bonded Crowns - did Dentist Smith - do in June.
    Is this function available because I can't readily see it.

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    1 comment  ·  Admin →

    Available from v7.01 beta: These new sales reports are available.

    Report: Sales By Product
    Columns : code,description,qty, net sales
    Variable Selection criteria:
    Customer (All customers, Enter custID)
    From date (Enter date, Today, last month start, last month end)
    To date (Enter date, Today, last month start, last month end)
    Sort by (Code, Description, net sales, qty)

    Report: Sales By Product Grouped by Price Band
    Columns: priceband,code,description,qty,net sales
    Variable Selection criteria: Same as Sales By Product

    Report: Sales By Product Grouped by Nominal Acct
    Columns: Nominal acct,code,description,qty,net sales
    Variable Selection criteria: Same as Sales By Product

  5. Invoice summary breakdown

    On Previous transactor "Summary Invoices" had a 'line item' Yes/No option. So the summery invoice showed not just values, but patient name, products, notation and notes.I cannot see that on this version.

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  6. Can't edit internal notes. and how big are they?

    (Originally posted as part of the How do i Edit an Invoiced Job thread)

    How big is the "Internal Note" section ? The current one is very small. Often you need to update comments on a job if its going out to a client and coming back, etc, or if you just want to have notes about a job.It needs to tab to a whole new page for this funtion, or have pretty endless scrole feature.

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  7. repeat customer jobs

    When you are booking in mutiple jobs for the sane client can we have a shortcut to repeat the last client rather than entering it all again?

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    completed  ·  3 comments  ·  Admin →
  8. Jobs booked in by due date, sorted by surgeon

    Can't seem to pull up jobs booked in by due date on Beta version. was hoping to see if it was possible to sort the list. i.e by dentist name. and what information was given on the list

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  9. 1 vote
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    1 comment  ·  Admin →
  10. Printing summary invoices in various orders

    It would be useful if I could print one copy of monthly summary invoices in surgeon order and one copy in practice order

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  11. 1 vote
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    completed  ·  1 comment  ·  Admin →
  12. product codes on customer statement - oasis friendly

    a customer of ours (oasis group) wants product codes on our monthly statements.

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  13. Printing out statements for all clients in a batch

    Unless I am mistaken or I have fiddled with a setting I shouldn't have it doesn't seem possible to print all of my end of month statements in one go.
    With Transactor 6 if the customer id was left blank all of the end of month statements would be printed. If it is left blank now a message comes up saying "nothing to report". This means that each and every client has to be brought up onto the form individually to print each statement on its own!! This is obviously very time consuming unless I have missed somthing :)

    Thank…

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    1 comment  ·  Admin →

    hi Malcolm,
    The multiple printing of reports/statements etc is now taken care of with the Batch Report Manager. (Report distribution manager below v7.04). From the Customer menu, choose Batch Report Manager. Try to follow the steps in turn. 1.Select Customers 2.Run Reports 3.Send
    You can ‘send’ these reports to Printer, PDF files to a folder, or to EMAIL to customer’s email or a copy all to yourself.

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    1 comment  ·  Admin →
  16. windows 8 problems with transactor 7

    I tried the new version on windows 8 and got half way through the tutorial, then it crashed. Does this happen often? What can I do about it?

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  17. Would like to see the monthly breakdown at the bottom of the statement

    As it was on T6. This breakdown is now on the unpaid invoices statement only.

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  18. preview email before sending

    Would like to see what you are emailing e.g. when getting up a statement for email you can’t email from preview.

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  19. Email server. Don't close app when x clicked

    Clicking the X at the top right of the email server app could just re-minimise it. To close it completely, could right click 'Quit Email Server' similar to what Apps like Spotify do. It's too east to accidentally close.

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