Feedback and suggestions
165 results found
-
existing field text pre-highlighted for quick replacement
on T6 if an existing lineitem field (eg Box No) had text in, it was pre-highlighted so we could just start typing to replace what was in there. now we have extra clicks to delete existing contents in cases where an ongoing job is being booked back in again. not mission critical but a 'nice to have'.
1 vote -
Job ref pre-populated by surgeon or practice setting option
some NHS practices require us to give their Purchase Ref on invoices. Their purchase ref changes periodically. we would like jobs for these assoc. surgeons to inherit this ref into the job reference. ideally if surgeon has been Tagged as such, to use the ref given in the Practice record as periodically updating all surgeon records a few times a month will be more work.
1 vote -
When changing price band prices by a percentage, give an option to allow "rounding to nearest pound"
1 vote -
limit assigned lineitem technician to the user logged in
As far you know, when a technician ends his stage at work , he put his name on the list of technicians next to the action which he did.
The problem is that our technicians make mistakes very often and [instead of] putting their names, they choose name of another one and when we want to settle, we have full job to find out who and why.
Question is if its possible to have in the list only one name of concrete person after logging in ?
For example technician john, he has his own account on Transactor, in Id…
1 votesounds like an interesting idea. needs some thought for the design however. see comments
-
Changing prices by a percentage - make it clearer that this will immediately make the change
Sending to "Preview Window" indicates the change will be previewed and not immediately applied.
Either make this clearer, or preferably allow the user to see a printable preview of the changes before confirming they should be applied.
1 vote -
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 -
Make "Is Discountable" settable by price band on a product
Currently setting "Is Discountable" means the product is either discountable or not. Allowing us to state this product is discountable when using, say the Private price band, but not the NHS price band, is more useful for us.
Currently we need to ensure we tick or untick the "Allow Discount" box when adding a product to a job to achieve this effect, which is extra clicking and prone to error.
1 vote -
1 vote
-
We need to be able to hand a list of unpaid invoices to a customer, as an invoice
We need something like the statement-unpaid but it must state it is an invoice and not a statement
The IDH summary invoice unpaid would also work if the references to IDH are removed
1 vote -
We need to search for surgeons by typing the practice
There is a search "Delivery address contains" but this only searches for addresses, not by practice name
1 vote -
Is there way of of finding sales by product in a certain practice.
Is there way of of finding sales by product in a certain practice.
1 votenot exactly that report, but you can use the standard sales by product report. selecting all the surgeons in a practice by Customer Tag. see comment
-
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 vote -
1 vote
-
1 vote
-
1 vote
-
1 vote
-
1 vote
-
Would be good to access calendar from tool bar as well as the main form, also can we drill down on date to see jobs due
The techs here find the calendar really useful, it helps them visualise what's due when, so it would be good to access it independently from the main form so they don't have to clear / edit a job to get to it. Also, would be helpful to be able to drill down from a date in the calendar to see which jobs are due on that day.
1 vote -
1 vote
-
Make it clearer how the EPD amount is calculated on statements
It is not clear how the amount is calculated to us or to the customer. Perhaps a note should be included as to how it's calculated, and/or indicate which items on the statement affect the calculation.
1 vote
- Don't see your idea?