We would like to see Info stamp forced on the notes section. We just recently ran into an issue not knowing how old the note was on a customer or who placed it there. So forcing the info stamp with time date and user would be great so the note is tagged
We have found when a customer has multiple locations (50) under one parent when there is an update to the contacts we have to update each sub account individually. It is nice during creation of the sub account you can copy to the sub from parent but mass edits cant be done that way. It
Edit Parent Contacts and push to Sub Accounts Read More »
Since Schedule Board is now updated separate of TOM can you add the release notes to the website for the Schedule Board Releases? I see release notes for each version of TOM and Mobile but nothing about the schedule board and there are no notes in the recent release about the updates to the schedule
Schedule Board Release Notes Read More »
We would like to be able to update all machines running TOM thru Group Policy. Does Aptora offer the Updates in MSI packages?
Updates in MSI Package Read More »
We would like to see Sales Opportunity reminders when not acknowledged in (?) amount of time to auto send an email to the assigned rep. Our sales reps do not check their Aptora as often as we would like. I would like to see an ability for Aptora to generate an email automatically if their
Overdue Reminders – via e-mail Read More »
Please make a company preference or user security option to eliminate the Information Center as this is a memory hog. Schedule board is also a memory hog pulling triple what TOM pulls in computer resources. See attached picture of normal resources. possible web-based schedule board?
We would like to see the ability to load the schedule board on a separate large screen monitor. The concern right now is using a TOM license just to place the schedule board on a display monitor.
Schedule Board for Dispatch Monitor Read More »
We have discovered this is a very dangerous button. We need to allow our dispatchers to create work orders so I can not take away that permission. But this button when checked will prevent our billing team from seeing the work order ready to bill. We would like to see this button as a security
Work Order No Invoice/Sale Required Button Read More »
Creating a user in AD would be very helpful to allow for single sign on (SSO) this would eliminate the need to create a user in AD then again in Aptora allowing them to sign in with their AD credentials.
Active Directory Integration Read More »
We have noticed that TOM users can view the captured signature from Mobile but anyone with the ability to edit a work order in TOM can also remove that signature easily. I would to see a security setting for this.
Lock the ability to remove captured signature Read More »
