Add the ability to right click and access customer history in the Sales by Customer Custom Date Viewer. If I am working in this CDV and want to look at the customer history, I have to open(edit) the customer and then go to Menu|History. It would just save a step and speed the process of …
The tax calculator on the Enter Bills form is great. Can it be added to the Vendor Credit form as well?
Not sure if this is even feasible but is there any way that you can prevent others from deleting and/or editing someone else’s notes on a WO? We have ran into situations where someone claims to put information needed in a WO (times, price to collect, etc.) but then it’s missing and we get the …
Add the ability to change the Item List Settings to display more than 10 per page. Add the ability to change the Item List Settings to display the items collapsed.
I would like the ability to sort the data shown on the “Week Data” summary on the Weekly Time Sheet. It’s already in order by earning item. Would like to also be able to put in order by Customer:Job and Service Item. I would also like to see a Department column added to this summary …
Changes to the “Week Data” summary on Weekly Time Sheetq Read More »
Prior to version 20.10.1300, there was an preference we could check that would not auto-fill the marketing field on a new WO (by pulling directly from the customer). Please bring that back. We want to track the marketing separate for a New Customer and each of their Work Orders. Maybe they were referred to us …
I completely understand why this feature is not available; however, for various reasons, we would like the ability to close an entire batch of purchase orders.
We would like to keep track of who refers a new customer. Under the marketing field in a new customer, can a field be added that will “tie” the referral back to the referring customer or employee (or even a vendor).
When installing an update, most of the time all users need to be logged off and closed out of TOM. Unfortunately, many of our users like to just stay logged in and leave for the day. A different software that I used to use had a feature that Admin (or anyone else with permissions) could …
I currently use a Smart List in Customer/Jobs List to track certain customers that started using our services due to an employee referral. I would like to run a monthly sales report for just the customers in a specific smart list. Right now, I have to go in to each customer, open the history and …
