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.
Vendor Lookup on History Form Read More »
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.
Customer Lookup on History Form Read More »
Is there any chance of getting “stages” setup in “Company Preferences” as a require field on Worker Orders Sales/Invoice/Estimate Options and PO? Stages has been one of the best features added, but it only works if employee’s remember to set the stage. I like to keep them from saving the form without it being set.
Have you ever been frustrated that your co-workers forgot to enter WO’s or PO’s they said they would? How about a TOM delegation system you can assign data entry tasks to users that tags a customer:job and shows up in reminders they need to check off?
Delegation system to enter records Read More »
Do you have to go back and assign missing departments when doing a month close like we do? Please add a preference that requires departments throughout all records.
Require department field for everywhere Read More »
We would like to have overtime calculated automatically. We average 60 employees weekly with overtime that have to be manually fixed, this allows for human error. It could be done similar to QB with overtime rules.
Calculate Overtime Automatically Read More »
You may have left this capability off on purpose but we noticed there is no way to delete an odometer reading. We entered it incorrectly and cannot delete it. We cannot edit it.
Delete Odometer Reading Read More »
The new mileage entry is nice to have. We started using it when it came out and think it will be nice information. Please add the total cost spent on the asset to the asset form. The money spent is not easy to find. Maybe we missed it.
Cost to Own to Asset Manager Read More »
Would like to see a payment link for invoices emailed to allow the client to enter their own credit card info.
Email Payment Link Read More »
This may not fit your “great feature request” KB but it would really help us. We use that field for on off label purpose. Thank you.
Map Code Filter on Customer List Read More »
