Feedback and suggestions
104 results found
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1 vote
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Multiple Tagging
Can we have the option somewhere to add tags to surgeons in one place rather than go into each individually.
1 vote -
Optionally include customers with zero sales on the Sales by Customer report
So we can see who hasn't been doing business with us
1 vote -
Surgeon Summary Invoice Detailed - option to hide individual item prices
As per the summary invoice with Include Line Items was in Transactor 6... ie. it didn't show individual item prices
1 vote -
We need to search for customers by type
For example, we created a Prospect customer type. The customer doesn't show in an "All customer accounts" search.
In fact, we want to segregate prospects from surgeons, so even if prospects did appear in this list it is still not ideal to locate prospects amongst the surgeons in the list.
When searching, can we choose to search within a specific customer type?
1 voteBoth issues will be addressed in v7.09.
Meantime if you in support, and have v7.x your current system can be adjusted for this. Ask our support team to make a script change for you.
1. Enable hidden customer search script “Customer by Type”
2. Adjust ‘All Customers’ search to include all types. -
1 vote
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Allow adding an item to a job using defaults
ie. default quantity, price band, price etc. so there would be no need to display the screen asking me to confirm these details.
1 voteWe are gathering feedback with a view to improve this aspect of the line entry design.
However, in the current system you can already use the speed entry feature:
SPEED ENTRY:
1. enter the item code followed by a comma
2. press ENTER
(this will instantly add the row for quantity 1, using the default price. For > qty 1 enter a number after the comma)See article:
http://transactor7.uservoice.com/knowledgebase/articles/369932-speed-entry-of-lineitems-using-defaults -
Practice Summary Statement - need a monthly version
For example, if we are entering the date range of 1st of the month to last of the month the current statement is showing total of invoices plus outstanding balance.
Would like a version of the practice summary statement that only shows totals for the date range I specified.
1 vote -
Would like a report to show all jobs for tagged customers, showing surgeon, patient and full job details
It would be similar to the Jobs by Reference list, but instead of using a reference, allow me to select a customer tag. All jobs should be listed for those customers, showing job state, surgeon name and ID, patient name and full job details (such as in the detailed reports)
1 vote -
Allow setting a maximum job value limit
So, say a customer has a maximum job value limit of £130, if when adding items to the job, it takes the total value over £130 - the price stays capped at £130.
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1 vote
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can we have the option to select a group of notes to print or delete in 'queues unprinted notes' rather than doing it singularly
can we have the option to select a group of notes to print or delete in 'queues unprinted notes' rather than having to delete them singularly to end up with the batch you want to print. We want to use this as a print out for clinicians so we can document what work has been sent to them.
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1 vote
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1 vote
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Can we have the first line of the deliver to address under the surgeon name when adding payments
This is to help differentiate the same surgeons that work at different practices. Cannot always remember who they are by their account number.
1 vote -
Would like to be able to add delivery notes to queue for all jobs booked out today (including booked out ongoing)
Due Date is not necessarily the same as the date the job is booked out on
1 vote -
1 vote
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writing in private message
when you write something in the private message box could the 'enter' key please be reinstated as a way of clicking 'ok'
1 vote
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