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119 results found

  1. Would like a report similar to Booked In by start date, but showing job total value

    To see the value of jobs for a due date we can use Booked In Jobs detailed with values, but there is no report to see values of booked in jobs started on a specified date or date range

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  2. We need a report to show product sales by customer

    ie. The results in the Sales by Product report are good, but we want to see the list of products for each customer over the period

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  3. Would like to be able to add multiple photos to a job, not one image at a time.

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  4. Can we have a way of adding a document to a job.

    We get all instructions from one practice via email, we keep these in a document, updating it as more instructions come. It would be good to be able to attach this document to a job.

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  5. telephone number

    put your number back on your website

    hi nick , hope you are well , ha ha

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  6. Please add a report to show month-by-month net sales to each surgeon

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  7. Search for jobs containing a specified product

    It would be helpful to be able to search for jobs that contained a specific product, eg chromes

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  8. We'd like to be able to choose the account number for new customers

    We do not always want an automatic account number chosen for us

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  9. We want to prevent some users from being able to book out

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  10. The customer balance shown under the customer details on the main form, doesn't update after adding a payment

    The correct balance is shown in customer history, but to see the correct balance on the main form you have to clear the form and go back to the customer.

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  11. Transactor needs to be made to operate on a Mac without an emulator.

    When is transactor going to made for Mac?

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  12. anomally when entering invoice number - it removes job number ?

    When looking at a job on the sysem by various routes, the JOB number AND INVOICE number are both displayed...However when you search by invoice number (by typing INV12345) in the Job field, then hit enter - the invoice number remains in the job field AND in he invoice field. As you can see from the attached photo. If you require the job number by way of clarification, then you have to out of the job, reload the account, and search for the case again. Bit of a blip there I think.
    Thanks

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  13. Ability to view User activity in Job History

    In T6 the user activity was visible.

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  14. abiltiy to send email letters to the customers

    Either as a one off or on bulk from the Batch Report Manager perhaps. eg. Select customers with email addresses, decide on text of letter, send to Customer's email addresses.

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  15. allow 2 more customer email c.c addresses ergo up to 3

    Need to email customers, but also 2 other 'customer cc. email addresses' currently they have to do a BRM (Batch Report Manager) run to customer's email addr, then 'go back into each customer record, change their email', for a 2nd run. ditto 3rd

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  16. Export data to accounts package eg sage

    I'm a Bookkeeper and one of my clients runs Transactor for [their] Dental Lab business. At the moment I collate [their] business onto a spreadsheet, but in the future I would like to purchase an accounts package to do all of my clients bookkeeping on and wondered if I will be able to transfer my dental clients sales figures?

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  17. email server - easier delete all

    had 30 + in the error list window (due to our email configuration change). ok now but wanted to clear the list to remove the red indicator icon. slow one by one.

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  18. Remember 'Include Credit Notes' setting - Commercial Module EDI Invoicer

    Whilst doing a CSV invoice for IDH I missed the tick box to include a credit note (leading to much fun altering invoices!) and I was wondering is there any way to have that permanently ticked?

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  19. Let us store a customer's statement email address, and allow sending to this

    A number of our customers want to have statements sent to an email address, which is not their primary address and also shouldn't be included in the email list.

    Can we have the ability to have a "statement email address" on a customer's record, and allowing emailing to this.

    The website address on a customer record isn't useful to us, so this could be replaced.

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