Please Add “Show Printer Setup” checkbox to PO Print Options form for Purchase Orders. We already have this same options when printing Sales/Estimates/Invoices and Work Orders. By adding this checkbox to the bottom of the Printer Setup for POs it will allow you to choose a printer (and adjust settings if necessary) to send your …
Please change the Company Preferences for Work Orders to include the field “Ordered By” in the list of fields you can choose to add to an email/text message.
Add a “Price Updated” Date Filed and a field to keep track of the user that updated the price to the Item Form. Then have the system warn you when you add an item to an Form like Invoice, Estimate, PO etc. if the date is beyond user defined date range in the preferences. (preference …
Add a Notification to the Item form to show that there is an Alias for this item in the system. This should appear right next to the Name/Number field on the Item Form. Additionally, there should be a column in the items list with a check box if an item has an Alias in the …
Add a check box to the print setup form to automatically create a contact log entry when you print a form. The contact log can then be mostly filled out for you with your name, Date, Topic, Subject, etc and all you have to do is add the Notes like “emailed to someone@customer.com” or “sent …
Add a menu item to the Estimate page to create a new Sales Opportunity from the current quote. That way you have all of the customer data already populated in the Sales Opportunity and the quote will be linked automatically. This would save time and make creating Sales Opportunitys easier.
Please add the “Item Sales Description” to the list of available fields to choose from when building a Custom Style for a Work Order.
Please add the ability to make a custom style for a Purchase Order. The standard form (the only form) that is included with the software is outdated and my vendors have a hard time reading it accurately. If I could make my own form I could add things like line numbers, separation lines between line …
Please add a drop down Lookup to the Vendor field in the Vendor History Form to allow you to switch between Vendors on this Form. From this one form you could lookup just about anything you needed for any Vendor and save the clutter of all of the open tiles on your screen.
Please add a drop down Lookup to the customer field in the Customer History Form to allow you to switch between customers on this Form. From this one form you could lookup just about anything you needed for any customer and save the clutter of all of the open tiles on your screen.
