Feedback and suggestions
119 results found
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Deleting/editing completed cases
When a case has been booked out and charged it no longer seems possible to edit or delete the case.
I understand that this would not normally be required but if there is a mistake on what has been added to the form or the case was booked out to charge in error there now seems no way back!! For example I now have a case booked out to one of my clients that is wrong and I cant remove it from his monthly statement.
Many Thanks
2 votes -
2 votes
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Allow sorting of patient search results
When doing a patient search the results appear in date order with columns patient/ job/ customer etc, it would be good if you could click the customer or surgeon and it sorted it in patient name or surgeon order, then you could find patients with the name you are searching for with a particular surgeon, this would be good if it could be used when searching a customers history, if after selecting the customer and getting their history you could click the patient column and sort the information out in patient order, you wouldn't have to search throughout the years…
2 votes -
Copy to new - ability to include non-financial items only
On choosing 'Copy To New' when there is an existing job on the main form, would like to choose to exclude not just notes, but all non-financial items.
2 votesfrom v7.06
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When adding very hi-res images to a job they are too large..
.. to view properly, even when zooming out to the minimum of 25%. We receive very hi-res images regularly so we need to be able to view these quality images without having to scroll around them.
2 votes -
Would like a report to show products invoiced to all surgeons in a specified practice, for a specified period
ie. A summary of all the items that are listed on the practice summary invoice detailed.
2 votesReport > Sales > Sales data lists > Sales by product for customer
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Don't want to print empty reports for "R2" or "R3"
If I am running two reports per surgeon (R1 and R2), I can untick the 'empty' ones in the R1 column using the menu above the tick boxes, so I don't have to print them. However, I am forced to print those that are 'empty' in the R2 column.
2 votes -
Would like pound £ sign on the Early Payment discount message
On statement monthly/by date range, if a customer's record has the early payment disc% and days set, then these reports print a msg. If we receive payment of nnn.nn by dd/mm/yyyy you will be credited with nnn.nn on your next statement. Could we have the currency symbol eg £ 999.99
1 vote -
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.
1 vote -
would like report: booked in jobs by due date detailed
similar to booked in jobs by due date report but with line details like v6 had.
1 voteThis was released with v7.07.
From v7.08 there is are also more variations -
How can you view what you have invoiced recently, in invoice order?
On T6, invoices would be visible on the screen in cronalogical order. (As we are now having to enter our own JOB Number, instead of the system generated one which was not viable for us to use), I cannot seem to view invoices in the date order they are raised in. They seem to be stored in Job Number order. But the document is in fact an Invoice, the Invoice Number produced should be the Primary Number for that document, and therfore the date order would be cronalogical too. The SYSTEM HISTORY option, lists techincal info, but does not give…
1 vote -
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.
Thanks1 vote -
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.
1 voteThanks 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.
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1 vote
This has been done from v7.03 which will be published soon. see http://transactor7.uservoice.com/knowledgebase/articles/164856-transactor-7-latest-news
thank you for your feedback -
1 vote
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Printing out statements for all clients in a batch
Unless I am mistaken or I have fiddled with a setting I shouldn't have it doesn't seem possible to print all of my end of month statements in one go.
With Transactor 6 if the customer id was left blank all of the end of month statements would be printed. If it is left blank now a message comes up saying "nothing to report". This means that each and every client has to be brought up onto the form individually to print each statement on its own!! This is obviously very time consuming unless I have missed somthing :)Thank…
1 votehi Malcolm,
The multiple printing of reports/statements etc is now taken care of with the Batch Report Manager. (Report distribution manager below v7.04). From the Customer menu, choose Batch Report Manager. Try to follow the steps in turn. 1.Select Customers 2.Run Reports 3.Send
You can ‘send’ these reports to Printer, PDF files to a folder, or to EMAIL to customer’s email or a copy all to yourself. -
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
1 voteThis functionality now supported in menu Reports\Jobs.
Booked in jobs list
Booked in jobs by due date-detail
Booked in jobs by due date-detail with net value -
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?
1 vote -
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.
1 voteDescription: The Job Note can now be edited at all times, regardless of job state. Also a pop up editor allows entry or pasting from clipboard, upto 250 characters.
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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.
1 vote
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