General

  1. Change list "types" to auto-fill drop downs

    Hey guys,

    I was originally making this suggestion to request the "referred by" field type be converted; but then realized there's several different lists and modules in RS that are using inferior, non-editable, databases.

    Specifically, the "referred by" field is hugely important information, as you all know. My list of ways-customers-are-acquired is ever-growing. As of now, I've tried to combine certain referred terms together to make it easier to figure out what we're looking for. However, this is proving more difficult.

    I have the perfect solution for how to add/edit/delete these types of terms, and the best part is you're…

    6 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add "signatures" based on the user logged in.

    It would be handy to have something similar to an email signature that can be used when technicians are updating the customer through the ticket. Some of our technicians have different contact information or credentials/certifications they would have listed in their signature.

    5 votes
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    under review  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ticket Linking for Project Management and Better Diagnosis - Similar to Invoice Progress Bar

    Why not have the ability to link tickets and then put them in the Diagnostic box. Similar to how the invoiced box works with multiple invoices?

    This may be an easy way to provide a starter solution to project management and to provide easier diagnosis without searching through tickets.

    6 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add purchase orders to logistics

    Just something to add to the non-critical list. It would be great to have a more intuitive PO module. POs are actually logistics and should show on that screen too. Also, it would be nice to have a place to add tracking numbers and links. PO's should have a link to the vendor's profile. Basically, the whole vendor/PO system should have a make-over. They are related and should be re-built around each other and link to each other. When everything else is done, of course ;)

    2 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ticket Stats Report

    Hi Guys,

    administration/alltimeticket_stats - is an absolutely amazing report.

    However I'd love to be able to export this report to HTML or Word or Excel

    Could you make this possible?

    It'll be great to send this to our employees to motivate them to "Improve" their sales...

    For e.g one would assume by myself working in the office would have LESS invoices then a field tech... however for this month.. this isn't the case! - sending the techs this report may help boost there performance... :)

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Calendar

    Would be usefull to block out time tech needs fort workshop repairs

    0 votes
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  7. Add a 'Date' input field as a Field Type option

    Having the ability to add a date to a field would be fantastic for reporting and searching purposes.

    6 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. bundling or packaging items on the fly

    preparing a bundle in advance for sale is nice maybe if you are selling flowers or coffee. in our business we often group several items together on the fly when creating an estimate for a customer. you should be able to select two or more items create a package. you should be able to view your cost and then insert a sale price for the package. when you print or email the quote the customer would see only the package price not the individual line item pricing.

    37 votes
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    under review  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add part orders to reminders

    As a one man army it would be handy if there was an option to turn on that when a part is added to order, it would create a reminder to order it for the customer. I regularly forget to check the parts screen so it would be useful to have this feature.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Selling a new PC/Notebook etc

    When you sell a customer a new PC/Laptop/Whatever with a serial number shouldn't it automatically get added to their assets list?

    0 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow parts ordered to be auto inserted into Estimates

    We know that when an invoice is created any parts ordered are "suggested" and tagged for the ticket.

    However we want the same thing to happen for estimates. The reason is because once we make the estimate an invoice (when the work is completed and or when the client pays) we have an automatic invoice sent via email if it is not paid.

    We keep things as estimates until the work is complete so that invoices are not auto sent ahead of time, thus pissing customers off when they receive an auto email from us about their invoice could be…

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Test Email Template

    It would be great to be able to test an email template so that the available tags can be verified before an actual email goes out.

    1 vote
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  13. Field Job/appointments - adding tags for forms

    Would be nice to have access to the following tags to add to forms for "field appointments":
    Field appointment date and time
    Tech allocated to appointment
    site location (could be different from customer billing address)

    1 vote
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  14. Option to print/show on PDF for individual Custom fields including checkboxes

    Option to print/show on PDF for individual Custom fields including checkboxes. Eg. We like to print a Ticket Receipt and give it to the customer when they drop off a job to confirm what we have received from them.

    This includes custom fields such as Charger checkbox, laptop bag checkbox, other equipment text field.

    Checkboxes don't show up on a ticket receipt (I guess they would all show up if they did which wouldn't be good for us). Id like the option of showing only selected checkboxes on the ticket receipt.

    4 votes
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  15. Mobile & Phone number in calendar

    I would like to see the mobile and phone number listed in description when synced to Google Calendar as well...

    At the moment it will only show the customers "phone" quite often, we may need to contact the customer on there mobile, and it's easier for the field agents to have access to these details within the calendar..

    Would this be possible?

    2 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Easier data entry of Custom Fields

    We would like easier data entry of Custom Fields if possible.

    Option 1 - Make it so you can change the data in the Additional Information box - specifically the custom fields data/ check/uncheckboxes straight from the ticket screen. Have button to "save changes" in Additional Information box.

    Option 2 - Keep as is, to change you must click on 'edit custom fields' but move the 'save' button from the bottom of the list to the window next to Cancel as users keep forgetting to press save as it is out of view at the bottom of the list.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Change the custom fields auto-capitize first letter when printing/PDF to same as source formatting

    Change the custom fields auto-capitize first letter when printing/PDF to same as source formatting. It looks messy when printing/PDF as it changes the source formatting. For example : -

    Custom field 2. RAM Check currently changes to 2. ram check

    1 vote
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Sales Detail Report

    Be able to pick an item to run the report. Include the link to the invoices as well. Thanks.

    2 votes
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  19. GoToAssist Integration

    Would love to see integration with Citrix's GoToAssist Remote Support. They have great API's!

    11 votes
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  20. Need a open quotation reminder please :)

    Please can you guys add the same reminders for quotations as you have for invoices. I want the system to tell customers that we have sent them a quotation and we have not received a go ahead or response on their quotation yet. And that if we have no response in 30 days we will assume that they have abandoned their machine.

    Please guys the same as the open invoice reminder but just for quotations.

    1 vote
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