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Feedback and suggestions

101 results found

  1. bank holidays

    is it possible to mark any bank holidays or days when the lab is shut so that it is impossible to book work in to be dispatched on these days?

    18 votes
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    completed  ·  9 comments  ·  Admin →
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  2. 15 votes
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    completed  ·  1 comment  ·  Admin →
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  3. Would like to minimize the batch report manager

    ...so we can review jobs and customers through the main interface if there is any questionable report items

    12 votes
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    completed  ·  3 comments  ·  Admin →
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  4. barcode printing

    would like to print labels with barcode to be stuck onto a job. scanning the barcode will bring up the correct job onto the main form.

    11 votes
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    completed  ·  3 comments  ·  Admin →
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  5. 8 votes
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    completed  ·  1 comment  ·  Admin →
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  6. Make it easier to get a scanned image into Lab Manager

    It's complicated to get a scan using our scanner software, then add a product to a job and browse to where the image is.

    Ideally add a button in Lab Manager to get a scan from the scanner and add to the job

    7 votes
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    completed  ·  2 comments  ·  Admin →
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  7. 6 votes
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  8. Credit note based on current Invoice

    Would like to be able to raise a credit note based on the details of an Invoiced job on the screen. similar to the old 'Copy to new - credit note'.

    6 votes
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  9. please can we have something that allows as to send a generic letter to all clients, either by post or email.

    I think it would be a good idea as we have all clients on one list if we could have something that we could send a generic letter out to them.

    6 votes
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  10. Patient search for 'current selected Surgeon'

    When there is a Customer(surgeon) selected on the Main Form, i click the Patient Search Icon. i would like the Search combo to be pre-set to 'Patients for current selected Customer' instead of how it is now (just All Patients). Of course users should be able to change that to Patients (All), or clear the Main Form first to search thru all patients.

    6 votes
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    1 comment  ·  Admin →
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  11. Specify some products as not applicable to early payment discount

    Some items, such as Gold, we do not want an early payment discount to apply to. This is different to the customer discount, which you can control on a per product basis using the "Is discountable" checkbox on the product.

    6 votes
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    completed  ·  3 comments  ·  Admin →
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  12. Need a report to show sales to a specified customer, broken down by month

    ie. I specify the customer or tagged customers and the report shows total sales made per month for the past 12 months

    5 votes
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  13. I want to see annual figures shown on a month-by-month breakdown, so I can compare with other years

    We want to compare this year to last year so just want to run off one report for each year which contains monthly figures

    5 votes
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  14. customer history lists need to scroll to show most recent items

    For example customer - history - Account History, if there are lots of transactions would like to see the most recent without needing to scroll down

    5 votes
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  15. Show a warning if a job is booked in with a due date on a weekend

    Yes, the job shows the day along with the due date at the top of the screen, but when booking in jobs quickly we do not always notice this.

    5 votes
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  16. On the Batch Report Manager, specify not to print those statements where the only activity is 1 payment covering their last invoice

    Not necessarily a biggie as you can determine the reports with 1 activity as they show with a number 1 in their preview icon on the BRM, but would be nice.

    5 votes
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    completed  ·  3 comments  ·  Admin →
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  17. 5 votes
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  18. Month clearly stated on statements/summary invoices

    previously the month of the report was clear on the printout, there is now just a to & from date on the right hand. Can we have it so the month of the report is very clear

    5 votes
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  19. 5 votes
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  20. Specify different email addresses depending on report type

    Further to being able to email to more than one email address, how about being able to email specific reports to separate addresses.

    For example, the statement to go to the practice's admin email address, and the patient statements to go to the surgeon direct.

    5 votes
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    completed  ·  0 comments  ·  Admin →
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