The current list of permission on the security form is very large and can sometimes be difficult to sort through and find the exact permission you’re looking for. If there was a way to type and search and have it find matching security preferences, it would make it alot easier to assign those permissions to […]
Search / Quick Find feature in security list. Read More »
Add the “Assigned To” as a column Would like to be able to re-assign an asset from one employee to another. I.e. Johns truck is in for repair so he will be driving the extra service truck for a week or so. Or if Bill let John borrow his generator. Move from one employee to
Assets on Dispatch Read More »
It would be very useful to be able to have a setting that would notify someone that a stage has been updated. Being able to Say “Send notification to X person if stage changes to X” This would help with expediting processing of certain time sensitive stages or stages that require specific follow up (maybe
Stage Notifications (Message responsible parties) Read More »
Add historical tracking of the progression of stages. It would be very helpful to see the dates and times that stages were changed and the stage it changed to (and what it used to be). It would help businesses get a handle on where certain things are getting hung up or provide KPI information for
Stage Tracking (progression history) Read More »
Have a menu button on the work order that would populate the items listed on the work order, in the inventory transfer form. This would save a lot of time, not having to open the “inventory transfer form” and manually retype all the items listed on the work order to transfer the inventory to a
Work Order Item Inventory transfer. Read More »
Add filters to the ‘Reimbursable Items’ screen similar to the filters found on the ‘Assign Work Orders’ screen. Some jobs have so many entries making difficult to invoice projects in an efficient and timely manner.
Filters for Reimbursables Read More »
A great improvement would be if the typing cursor is activated on each form when it’s opened, this would speed up entry and save un-necessary mouse clicks help reduce tendonitis .
It would be nice to have custom item receipt bar code labels. Add fields such as: 1) The vendor the item came from 2) Date of Receipt 3) Customer on the PO 4) Price/Cost Also, the bar code size needs to be customizable, they print cramped even after talking to tech line and our barcode
Customize options to “Bar Codes” Read More »
Please integrate multi-level filtering. For example in the Pay Bills screen, the ability to Filter by vendor AND a date range would make paying bills much smoother. In other lists, like work orders, the ability to filter by work order status AND the work order stage, would make pulling a quick report a lot easier.
Multi Level Quick Filter (2 Filters) Read More »
Have your employees ever taken stock and said ” I thought it was transferred” when they try to sell the item from their warehouse and their stock level is zero? I have an idea that would be very useful. When a a transfer is done, could we develop a way to print a transfer receipt.
Inventory Transfer Form Receipt Read More »
