Feedback and suggestions
49 results found
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where's the calendar gone from the Due Date box
In T6 there was a nice calendar pop-up in the Due Date box, i don't see this in T7?
23 votesWill be in next release 7.08
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Would like to be able to preview jobs on the patient search list
If we have multiple jobs for a patient with a surgeon, we don't necessarily know which job we need. Currently we will select a job in the patient search onto the main form - if it's the wrong job we have to go back into the patient search, enter the patient name again then find the right job.
Could we either be able to return to the last search results or see some sort of preview of a job in the search list? (like a box on top of the list, or a preview panel on the side)
12 votesThis feature will be available from v7.08
In the Patient Search, or Job Search results window, right click, choose View. Or press SPACE BAR. -
Would like a report showing all jobs who's state has changed to Booked Out on given date(s)
We book out all our work in the morning (both ongoing and charged) and once these are ready for delivery, we would like a report to list all jobs changed to a booked out status that day so we can check the delivery against the list.
It should default to today, but could be useful to also select any other date.
8 votesFrom Transactor choose Jobs / Select
(or click the Job Selector icon).
choose “jobs Booked Out on date”(If you have v7.08 but don’t see this in your list, contact support we’ll need to enable it for you).
Enter a First Date the Last date is optional and will default to First Date.
The full date format is dd/mm/yy.
You can use fun quick entry :
eg:
First Date: today
Press Enter
eg:
First Date: today – 7
Last Date: today
Press Enter
eg:
First Date: 25dec
Press EnterColumns Displayed:
BookedOut datetime,Job no,Dept,Customer,Patient,Job noteAs in all the Job Selector lists, you can right click the result list and choose ‘Send To Preview Window’. From there you can choose to print or email it etc.
You may also highlight any job and press Space Bar to see the mini-viewer. Press Space bar again. You can open several jobs at… -
Show a value column in the Booked In Jobs list
There was a value column included in T6. This request is for the selection list, not a report.
6 votesv7.08
Booked in jobs detailed with values -
5 votes
Reports\customers\audit trail
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Show the total debits and credits on the audit trail report
Would like to see the total credits and total debits break-down at the end of the audit trail, as it appeared in T6
5 votesfrom v7.08
Reports\Audit Trail
now has summary at the end.
Also in
Reports\Summary Totals Report
You can see an example of the Summary Totals Report in the Coffee Break Tour
http://www.transactordental.com/help/t7help/reports-accounting.htm -
Lineitems ability to press INSERT to insert a lineitem
wanted to insert the patient name or a line note at the top of the lineitem area but couldn't see how to do it.
5 votesUse the INSERT key when editing the lineitems area on any job.
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Can we see the surgeon balance on the main form, as we did in T6
The surgeon's current balance appeared at the top middle of the screen in T6. Would like to see this in T7 too.
5 votes -
Allow emailing to more than one address per surgeon
We have some surgeons who ask us to email to more than one account (such as their work email and home email). We can't seem to do this as the customer details box only has one email box. Could we add extra addresses by separating with a comma or semi-colon?
4 votes -
Would like to be able to search for jobs by BOX
Similar to searching by ref, which we also use
4 votesJobs/Select set Search to ‘Active Jobs – booked in by due date and box’.
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4 votes
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can i have a price on the delivery note
on booking out competed we don't want to print an invoice as such, (because we do a monthly summary invoice). but we would like the job price shown on the delivery note A4
3 votesThese are both available from v7.08
Print/Delivery Note Single
Print/Delivery Note Single Priced -
Sale by customer for current month.
Is it possible to save or have a drop down for checking sales to date for the current month as in T6, instead of having to manually enter the parameters every time?
3 votesReports/Sales/Sales to date by customer
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Need the "Jobs by Due Date" report back
This was available in T6. We use this to check the status of all jobs for the specified date to ensure they've been handled correctly. Ideally if it could default to the current date.
Very important to us.
3 votesv7.082
Reports / Jobs / Booked In
Optional Due Date, Department, Sort by
Can type TODAY , or TODAY + 1 as the Due Date. It’s possible to configure ‘Today’ as default, contact Tech Support.Also available for all jobs regardless of current state.
Click Job List on the Tool Bar
Choose ‘Jobs by Due Date’ and enter a Due Date
Click Search. Right click list to send this list to the Preview Window for printing. -
Highlight more than one row in the manual allocations window
Payment allocation is working ok however it would be useful if like on the old system we could highlight more than one job to allocate whole lot to say several jobs rather than having to allocate individually which is time consuming [sometimes]
3 votesCTRL-Left Click each row to toggle between paid/unpaid
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Running totals per surgery when multiple dentists
Difficult to see how much a surgery owes when multiple dentist are under that surgery. Need a running total per month outstanding on one page
3 votesthank you for your feedback.
New Report (Accounting\Aged Debtors by Practice) is now available as a plug in. Please email support to request it, or wait for v7.09 to be released. The report has a ‘New Page per Practice’ Y/N option. -
Allow creation of a zip when exporting PDF files.
Currently have to export them, then manually go into the output folder and zip them up. Time consuming.
2 votesThis has been addressed by the addition of the ability to preview as one report. The report can be saved as a single PDF.
Please see the following completed feedback item:
http://transactor7.uservoice.com/forums/170353-feedback-and-suggestions/suggestions/3985709-would-like-to-be-able-to-send-any-document-to-queu -
Can we see a preview of customer's history when selecting them in customer selection list?
Like we could on Transactor 6.... now we have to select the customer on to the form then view the history.
2 votes -
2 votes
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Patient firstname surname order on delivery notes
would like patient name as firstname surname on delivery notes (currently surname firstname)
2 votes
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