Copy Filters
Ability to copy an existing filter. When copied it would save as “copy- name of original filter”. Then you could edit the filter and rename.
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New Feature Request Notification
I would like to be added to a notification list when a new feature request has been submitted by an Author . The notification should have a link that directs me to the feature request. There are alot of great ideas that are not being voted on because NOBODY has time to sit and review
New Feature Request Notification Read More »
Quick access button for customer contacts email
I would like to add a button on the email screen that would allow you to toggle between email address in the customer’s contacts tab in the customer file. Right now the email template auto populates with the primary email address. (Usually the customer’s AP department) It would be useful to be able to easily
Quick access button for customer contacts email Read More »
Ability to associate branches to vendors
Add the ability to select a branch for vendors. This is helpful when a vendor has multiple locations that are ordered from but one remittance address.
Ability to associate branches to vendors Read More »
Man Hours Instead of Labor Minutes
Provide a preference to use Man Hours instead of Labor Minutes
Man Hours Instead of Labor Minutes Read More »
Ability to Select One or More Contacts from the Contacts Tab When Texting
Regarding automated texting. Add the ability to decide which contacts from the Contacts tab will receive an automated text message or email. The work order form should have easy access to these settings.
Ability to Select One or More Contacts from the Contacts Tab When Texting Read More »
Budget by Department Rollup to One
The ability to have a budget for departments fall under a parent budget for the entire company. So that departmentalized budgets can be combined into one Company budget.
Budget by Department Rollup to One Read More »
Allow for same credit card on multiple accounts in TOM
We have many customers with multiple accounts or sub accounts, that use the same credit card to pay via BatchEpay or individually. The problem is that once we set up a payment profile for the customer card on Bambora, if we try to use the card on a different account, we get an error that
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Filtering by dates….
please consider adding the ability for custom dates on list filters. currently limited to year, quarter, month, week, day and “empty” add the ability to filter by “dates between”
Filtering by dates…. Read More »
Form Preferences, Only Click Once
Unscheduled work orders~When using Form Preferences to shorten the work order columns, once you open the form preference and then open show columns, you can only click one item at a time as it takes you right back to unscheduled work orders and you have to repeat this over and over. It would be great
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