Add the tax calculator on the Vendor Credit Form
The tax calculator on the Enter Bills form is great. Can it be added to the Vendor Credit form as well?
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Feature Requests Submissions
Do not allow changes to notes by others
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
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Invoice Refreshing (Payments/Credits)
2 Problems I run into frequently. 1) When editing an invoice with a payment on it, if it goes negative it gives you the “can’t have a negative amount” warning. If you open the payment and un-apply it from the invoice, the invoice will not refresh the balance and continues to give you the negative
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Mobile – Ability to change Item List Settings
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.
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Auto Create Contact log when Printing Option
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
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Photo or document link notification
Would like a field on the main view for workorders, estimates, PO to quickly see if there are any photos or document links in the main screens. This would be similar to the balance notifications in customer screens.
Photo or document link notification Read More »
Mobile Photos
Have a seperate tab from document links for photos. And in the mobile app have smaller thumbnail views of photos. This would be much easier on mobile than trying to search document names.
Gate Code Field
Please add a field for “Gate Code” that is visible in the work order address fields (and all other address fields). If you put it in the address lines, it interferes with the map applications on Mobile.
Task Automation from Stage
The ability to assign tasks to stages and link these to employees so as a stage is updated it sends a task to the employee associated to that task so they no they need to handle the next task inline.
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Larger Note Fields in Mobile
The old mobile used to expand the note field as you type, the new field is very limited and will not grow. Can that be made to function more like the old one and have all notes visible so you don’t have to scroll in mobile? Specifically Tech/Private/Description note fields.
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