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Feedback and suggestions

166 results found

  1. Can we have an invoice number based on the job number?

    Having a separate invoice number and job number is confusing. I understand why the invoice number exists after speaking to the helpdesk, but to avoid confusion could the invoice number not just contain a "sub number" based on the job number...

    For example, if I created 3 different invoices for job 46911, they could be numbered: 46911/1, 46911/2, 46911/3

    3 votes
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  2. 3 votes
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  3. Please can we sort the "Active Jobs - Booked In - By Due Date" list by practice

    I will specify the current day as the due date to see all jobs that should go out today. If I could work through each job required by a practice in sequence, this would be more suitable than finding one job, and then 10 jobs later finding another one in the list.

    3 votes
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  4. lineitems don't change colour when completed in T7

    In T6 there was a neat feature when an item on the job was marked 'completed' the row changed colour. i don't see this in T7

    3 votes
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  5. Add a remake button

    This could copy the current job to a new job as a remake.

    It should offer to print an MDD non-conformance form, which should be completed for remakes.

    3 votes
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    1 comment  ·  Admin →
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  6. 2 votes
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  7. 2 votes
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  8. 2 votes
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  9. Don't clear the "For" box when changing the search method

    Suppose I am accidentally searching for Sales Items by Code. If I type something in the "For" box then click Search, then realise I want to change to searching by Description - the "For" box is cleared and I have to type my search terms again.

    2 votes
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  10. 'Begins with'...... options increased

    When you look up active customers, it brings up a 'begins with...' box so you can put in a letter or two to search for the customer you require quickly.
    PLEASE could this be available elsewhere e.g. Inactive
    Customers, Inactive Products. And in 'control centre' for searching for 'Surgeons' and 'Practices'. I spend ages, scrolling up and down too fast then too slowly. I makes things so much more time consuming!, especially if you have several searches to do.

    2 votes
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  11. We'd like to view Job History from the Jobs List

    This was possible on Transactor 6 by right-clicking a job in the list and selecting History from the popup menu. Now you need to bring a job onto the main form before you can view the job history.

    2 votes
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  12. Print or email OVERDUE PLEASE REMIT invoice

    would like to be able to produce this.

    2 votes
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  13. Can we have a notepad facility for non Transactor terminals

    Can we have a notepad facility for technician PCs (not running Transactor) so technicians can enter notes that Transactor operators can see.

    2 votes
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  14. Allow emailing to primary email AND email list

    So we don't have to go back and add the same email address in email list box that we already entered into all our surgeon's primary email box.

    2 votes
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  15. Group surgeons by practice on sales by customer

    Sales by practice report is spread across pages. I like the sales by customer report as it's a long list.

    2 votes
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  16. Overwriting a price, means 'price band' field is lost.

    Sometimes you need to adjust the price of an item when you are invoicing, you don't necessarily want to load a new code or apply a discount. When you you manually alter a price, or enter an Alloy price (which is left blank as it differs everytime single time) the Price Band i.e. NHS/Private is lost. This means not only are invoices/patient statements missing information, but the reporting is effected. The 'Sales by product grouped by Price Band' Report becomes an inaccurate and therfore unusable report.

    2 votes
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    1 comment  ·  Admin →
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    It may be possible to support some kind of custom price ‘whilst retaining the band/grade name’ on the lineitem. Some labs may not want this feature (for the reasons below) therefor this item is left in Under Review status to gather votes and comments.

    There is a reason why the PriceBand on a lineitem row needs to become ‘blank’ (custom) if the item price is customized. The Customized price no longer matches the price list as that price, so there would be no consistency and no way to recoqnise that a pricing error has occurred. However, the jobs ‘Main price band’ given at the top of the Main Form, is a valid substitute in those cases.

    Our prevailing view is that if a price needs to be customized, it is not from the price list and therefor not a standard grade/price combination. To accommodate a new price for an item,…

  17. 2 votes
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  18. Sales totals print.

    Can we have the option to group the sales totals print out into practice order please.

    2 votes
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  19. Please add a payment reminder facility

    Please add a payment reminder that will come up from the system if the clients are behind payment

    This will save us a lot of time, we are starting to send the clients payments reminder every 14 days after its over due.

    2 votes
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  20. Can we edit a financial item regardless of job state. In our case frequently the technicians name is not put in

    In our case frequently the technicians name is not put in if we need to alter this it’s a big job whereas if we could edit regardless of state it would really make a big difference to us.

    2 votes
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