Purchase Descriptions on printed work order
It would be great to have all field items from the Edit Item form, specifically Purchase Description, be available as field options to add to work order forms.
In Progress
Add stage feature to the Employee form for OnBoarding/Training
The stage feature that has been added throughout Total Office Manager has been a game changer. I would like to see this feature added to the employee form so that we can track the onboarding and then training of an employee. Example: Stage 1 – Orientation Stage 2 – Basic Training Stage 3 – Advanced …
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Perform Math in Form Builder
We would like to be able to do basic formulas when building a form or screen in form builder. Example would be to add two temperatures or subtract for delta t or may divide volts by amps. We use the program all of the time. We heard this was in the works but not sure.
Help Topics on Website
Can you connect the help linked in total office manager to the help topics online? The help files in the software are outdated and we have been told to use the ones here but they are not linked. Thank you.
Inventory Average Cost Sell to Zero
I am adding this for other people who have asked for it in the past. Customers have requested the software not reset the average cost of an item to zero when selling out of stock. In Total Office Manager, a modification is needed to add to the register the reconciliation of the Cost of Good …
Custom Data View for a budget
Hello. Please consider this CDV. We would like to have a CDV that shows our monthly budget compared to our income statement. It should be month to month for the current year. This will help with budgeting. The new budget features are great. We have been using the Excel import and it is fantastic, especially …
Auto Copy Field When Importing PDF
When we build a form for the form builder, we often create a drop down lists. You cant copy those to the next import field on the PDF. We would like to have the option to copy that field to the next field we are importing. I hope thats clear enough. We have ticket in …
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.
Caller ID for VoIP
We have used the caller id for the old analog phone system for a long time now. I worked well. We would like to have the exact same thing for our voip phone system. Is this possible to do? We would contribute funds to this project.
Unbillable and Billable Employees on Dashboard
Can you please add the number of employees that are billable and the number that are not? Any tab is ok. There is a lot of great info, this would just add to it. Thank you.
