I currently use a Smart List in Customer/Jobs List to track certain customers that started using our services due to an employee referral. I would like to run a monthly sales report for just the customers in a specific smart list. Right now, I have to go in to each customer, open the history and …
For those that have to have multiple earning items because of various cities (i.e. Ohio…our company has over 100 earning items on each field employee), it would be nice to be able to just change the employees rate of pay and have the system update each of the earning items appropriately instead of having to …
Would like a notification if the hours on a Time Sheet line item is zero. A timesheet entry made in error (i.e. PM start time and and AM end time or any start time great than the end time) will result in -0- hours. I would still like a -0- timesheet entry to be allowed …
We would like to see Sales Opportunity reminders when not acknowledged in (?) amount of time to auto send an email to the assigned rep. Our sales reps do not check their Aptora as often as we would like. I would like to see an ability for Aptora to generate an email automatically if their …
Ability to copy or duplicate a vendor bill that are recurring monthly.
I propose a button in WOs just like in Customer history that lights up blue when there are contact log entries. That way you can quickly access the log notes and know they are there. There are many instances where we may not have any entries and wouldn’t want to waste time pulling them up …
Contact Log Button – Enhancements Visibility and Quick Access Read More »
We need to see the “INVOICED” column on the New Schedule Board so we can filter “completed” work orders and those that have not been invoiced per department.
This is a feature I miss from Quickbooks: when paying bills there was the ability to select a method to pay bills, either “To be printed” or “Assign Check numbers”. The option allowed you to either set things to to print or pulled a list up with the bills you selected to pay and you …
Can “Date Created” and “Created By” fields be added to the payment history list? Edit 09/29: Also, there is no filter for payment type in either Quick Filter or Custom Filters. These should definitely be an option.
Currently when using the drop down to enter items in a PO, you can only see the Purchase Description column. It would be helpful to see the Sales Description so our users don’t have to use the Lookup.
