Feedback and suggestions
164 results found
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Want to list active jobs by practice
Not just booked out completed jobs, so practice summary invoice not suitable
1 voteplease see question in comment
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1 vote
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1 vote
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1 vote
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Seperate the Notes and Financial products in the selection list
I have a lot of default notes I use, would like these in a separate list to the financial products when selecting an item to add to a job
1 vote -
Changes to practice details to apply to surgeons at that practice
When creating a new surgeon, the practice details are copied across. However, would like changes to a practice details to affect existing surgeons at the practice.
1 vote -
When a discount is applied to an individuals ?
account is there any way that the discount and amount EG: 5% can be shown on the Invoice?
1 vote -
Would like to see the User name as well as User Code in the selection list when adding items
Some of our users refer to Codes, some refer to User names
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1 vote
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Is there any way we can preview the actual content of emails that have been previously sent?
All I can find is how to check when emails were sent and not what was in them. We have a case where at end of month we sent a statement to a client. They called to query a charge and it was removed but our records of fee changing for the month were not noted. We want to find out what the initial statement was that was sent to the client as transactor no longer shows the original statement fee when running monthly sales report. The only way I can think to check initial fee is to check email…
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1 vote
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1 vote
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Show the department list in the same order as it was in T6
The "On Bookout" list has been set up in the order of a job's work-flow. In T7 It's showing in alphabetical order, rather than ID order
1 vote -
When running the Nominal Account Summary (the equivalent of the Analysis by Category on T6) it defaults to last month
On T6, the equivalent report defaulted to the first of the current month to today's date
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Would like a quick way to set the price of a product across all price bands
Every month we set the price of particular products (metals) based on our purchase price, with the same price across all price bands. We have 15 price bands.
On T6 it was simple to locate the product in the setup wizard and tab through each price band, pasting the same price. On T7 this process takes a little longer.
Can we have the ability to copy a price to all price bands for a product?
1 vote -
component quantity option to stay fixed and not multiply up
on assembly product codes, to stop some component quantities from multiplying up. eg. Models to stay = 1.
1 vote -
An "on-shelf" category on the Booked In Items Summary for On Hold jobs
Would like to see the number of items on jobs in the on hold state on the booked in items summary, under their own category of "On-Shelf" regardless of the true nominal category of the item.
1 vote -
Batch Report Manager - customer has no email address popup is too fast!
Attempting to send a large batch of email reports to email list and find a good proportion don't have their email list box filled in. The popup telling me this appears for each customer, which doesn't give me time to react to a previous popup.
Can we have a summary somewhere that we can check at the end of the run?
1 vote
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