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Feedback and suggestions

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  1. customer details keeps coming up when I select a customer from the list

    If I double click on a surgeon to select them in the list, and I do this when the box is over the customer details bit on the main screen it selects the surgeon then brings up their details box.

    It doesn't happen if I make sure I click on the surgeon away from the main customer box. Could get frustrating!

    Thanks!

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  2. 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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  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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    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. 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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  6. 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 →
  7. 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. 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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  10. product codes on customer statement - oasis friendly

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

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  11. Can Mr/Mrs print on All reports as on T6.

    Most dentists will not put mr/mrs or not put a first name. Often you don't get all 3 fields completed by the customer. I have a a job for a 'Mr Terry'. However as the statement does not show the Mr/Mrs field, it shows just as 'Terry'. I think I might get a phone call saying Terry who?! when its in fact the sir name.

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  12. 1 vote
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  13. 1 vote
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  14. 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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  16. The "Items" count at the bottom of a job on the main form should count the total number of products multiplied by quantity

    The "Items" count at the bottom of a job on the main form should count the total number of products multiplied by quantity, it's currently just counting the number of rows on the job

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    thank you for your feedback. Changes have been implemented in v7.05 pending release.

    Item count on SubTotals area of form is now labelled “Rows” to avoid confusion.
    Also the Product menu entries – item changed to row. ie. Edit row

    For people wishing the item quantities in process, see the new report \reports\jobs\Booked In Items summary

  17. mark items as do not print on invoice eg models

    would like to mark some items such as Models which have a zero value, so they don't get printing on invoices, but still appear in the technician's Completed items reports.

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  18. Early Settlement Discount

    Can we have the Early Settlement Discount option that used to appear when creating statements back. It is quite a lengthy process to set up surgeons to get no discount.

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    Thanks for your feedback. Early Payment discount is in Customer Types (control Centre – advanced). This initiates the Early Payment message on statements as on T6. This mechanism has been much improved in v706 as each Surgeon has an Early Paymnt discount, and Days in v706 giving total control. 706 will be released in a few days.

  19. Would like to see price band on invoice

    T6 showed the price band for the job at the top of the invoice

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    completed  ·  3 comments  ·  Admin →
  20. concise 'practice list with surgeons'

    Sometimes you need at a glace to know which dentists are at which surgery. The report 'practice list with surgeons' in the format it currently is, is not very user friendly, as its one page for each practice, which is not really necessary. I sit possible to make this report be more like a list, where you'll end up with practice name followed by the list of dentists there, but so you can get something like 8 or so practices to a page. More of a running report a bit like the 'adress labels' report?

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