I would like to see an option to add multiple email accounts for mailing. We do a lot of email from accounts like Orders@ AR@ Info@ and our own personal emails. Currently we email ourselves and then re-forward emails. I would like to see an option to pick the “From” field and have multiple SMTP …
Please add “Created By” and “Modified By” fields to all lists, particularly WO and Invoices but on all lists (i.e. customer, PO, Estimates, Sales Opportunities, etc.) Please also add those fields to customer data views (i.e. WO details, Invoice Item Details, etc.) Last, these fields should also be available in both the list search filters …
“Created By” and “Modified By” Fields Lists and Data Viewa Read More »
I would like to see the batch update stage available in all lists. Just like it is in WO list. For example we use stages on invoice for warranty tracking. We have some where stage was missed and now there are hundreds of paid invoices with the wrong stage. I am sure the feature would …
Please add the invoice “Details” to the custom data view for invoice item details.
Can we add all contacts to the contact screen? It only shows the main number and techs don’t have quick/easy access to other numbers like alternative cell phones etc. It would also be nice to be able to document a phone number as a preferred contact method. Maybe a check box or something.
I can’t seem to find a Custom Data View that has Work Order information and also shows the stage. Can this important field be added? Particularly Work Order Details. Also, call back (yes/no) and call back technician. Thank you.
Department is such a critical piece of information to be correct. Visibility is a big thing especially when department can be auto-populated from other sources. We are finding the wrong department is easy to mess up or overlook. Please move Department to the General tab so that it is right there in your face instead …
I think a note box in the reconciliation screen would be incredible helpful. I do weekly reconciliations of our accounts. A lot of times you end up chasing something down or have to step away. Or sometimes your amounts are off and you want to make a quick note as to why so when you …
We monitor all our sales through Sales Opportunity manager. Seeing if the customer has an open balance and total balance would be very helpful for monitoring sales progress from one place.
My dispatchers have asked me to put the suggestion out there to add the WO Stage under the WO Status on the hover menu. They have modified their view to show it higher up on the calendar view, but when a timeframe is shorter they can’t see the stage unless they expand it or open …
