General

  1. Tax rates for recurring invoice

    In CT we have a different tax rate that applies to most of our MSP services. We want our default tax rate to remain the sales tax, but recurring invoices we want to be the separate MSP tax rate. Can we set which tax rate per item in the recurring invoice?

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  2. Allow Admins to remove saved ticket lists

    Sometimes our saved ticket searches need a clean out. As an admin there is no way to delete searches created by other users.

    It would be great is admins or global admins can delete searches created by anyone.

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  3. Unlock API

    I was just taking a look at a demo. One thing that I have found very useful is he has added a simple API integration for your unlock code supplier.
    I just tell the system, through settings, what type of API it is, my account and the API key and voila!
    Now, when I want to sell an unlock I just search the unlock service as I would if I were on our unlock code suppliers site, add it and it automatically submits it with the IMEI I have recorded on the customers ticket.
    It tracks my balance with my…

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  4. Lead updates customer record

    It would be nice if the customer address/phone number would update when a new address/phone number is entered by an existing customer using a custom widget flow, or at least a prompt to change it, similar to the prompt that happens if an address is entered by an existing customer that doesn't yet have an address set up.

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  5. Opt-Out Check Box for E-mail Addresses

    We want to keep e-mail address as a required field when creating a new customer/creating a ticket,etc, as we feel that it may be missed when a technician is originally checking in the customer otherwise. It would be nice to have a check box for a person that does not want to give us their e-mail address. The check box would satisfy the "e-mail required" feature so that we would know that the person checking in the customer at least asked. Right now, to go around this, we are having to enter fake e-mail addresses for customers that do not…

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  6. Able to select products in Purchase Order in which to print labels for.

    Half of our items now don't need our labels on it. Therefore a simple Check Box per Line Item, and a Check All at the top, would be great to identify which labels will be printed.

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  7. Klipfolio - Dashboard Design

    Would like to see a "Dashboard" interface that would be customizable to each employee/sales person as well as a company wide dashboard (for sales, cost/revenue/profit, tickets, etc). Ideally develop something that could work with an inexpensive service like https://klipfolio.uservoice.com/knowledgebase/articles/348103-use-web-accessible-resources-as-a-data-source

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  8. Inventory and Purchase order Issues and necessary update

    Hey guys, a few issues we are experiencing:

    Adding another button to the purchase order is necessary:

    Add All Low Stock Items by this Vendor (not on a previous PO yet)

    We place purchase orders before the previous one would arrive, so every time we have to manually remove the items on the new purchase order that are on the older purchase order that hasn't arrived yet.

    Alphabetical sequence is necessary: The sequence of the items on the purchase order is mess at the moment. Also when I check in parts using the purchase order, every time when I check…

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  9. Please enable copy text on a "Purchase order" page

    When there is a purchase order created the copy text feature is
    disabled on that page. I can't click on the individual items on the list
    and open it in another tab, also I can't copy the name of it.
    Using the purchase order without these (at least one of them) on almost
    the daily basis makes it difficult to manage. Every time when I have to
    check a part what is the reason that is on the list, I have to manually
    open another tab and type it in.

    I wouldn't annoy you guys with this such a small…

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  10. Add export in Google format button

    Ads the ability to export the customer database in th mapping that is accepted by Google contacts. This would be a great work around versus programming directly to the Google api and would save time when attempting to move contact information from RS to Google contacts.

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  11. Add punctuation to custom fields

    Add the ability to include punctuation in custom fields types when naming custom fields. (I.e. "has this device been repaired before?)

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  12. Customer Ownership

    We have an IT director for each of our clients. This basically means that the technician or account manager is directly responsible for everything that has to do with that account. It would be great to set an owner to each customer record. This way you can build in notifications for customers that you own. ie Ticket created by a customer I own, notify me. Right now the only other viable option is to set a notification for ALL tickets that are created, which can get pretty spammy the busier things get.

    This could also be bridged with the proposed…

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  13. custom widget

    in the custom widget I would add a description field that would import into the ticket description and also a hidden subject field that you can customize so we can track the lead from what website or webpage if we are using multiple forms. As I will be doing.

    For instance I am setting up a website that will have about five contact forms so it would be nice to change the ticket_subject which goes into the issue field in the leads section to "contact us page or "Dell support page"

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  14. add a filter and daily payment report snapshot to the View Payments screen under invoices

    It would be very helpful to have a time filter on the "View Payments" screen that is accessible from the "Invoices" page. This in addition to a quick view of the payment methods with totals similar to the daily payment reports screen would be extremely helpful for quickly seeing where a store is at for the day.

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  15. Allow Users to be added to security groups via a dropdown menu like the notification centre

    Hey folks

    Just an idea. I've just spend some time trying to sort out our security groups and users permissions. It took me sometime as I had to keep referring back to the user page to see what group each was in and then back to the group page to make the changes.

    In my mind it would make much more sense to be able to added users to a security group on the security group page. It could work just like adding users to a notification in notification centre. A dropdown check box would allow to opt users in…

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  16. Show invoice balances in the customer portal

    I have clients that are requesting that they see the invoice balances in the customer portal.

    A total at the bottom or top showing their total balance would also be beneficial to them.

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  17. Force taking picture on ticket open

    We keep forgetting to take photo's and attaching them to the ticket with the webcam, is there a way or can we get a setting where it forces or at least prompts to do so ?

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  18. Easier way to pay invoice or at POS screen via different methods

    We often get the scenario where a customer wants to pay a bill via more than one method. the most usual is pay some by card and some by cash. i.e. a total bill of 320... customer says can i pay 100 cash and the rest by card. we say yes, but bear with me because this is a really difficult thing to do... eventually, we figure it out but end up with 2 receipts both of which say the total is paid in full even though the first payment was only 100.
    Ideally we would press cash, enter the…

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  19. Add an APPROVED checkmark to Parts

    It would be great to have an APPROVED checkmark on parts. When we're doing diagnostics we enter the part we need and call for confirmation. It would make it easy to see if the customer has given approval for the repair so we know whether or not to order.

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  20. bulk email filters

    This might be somewhere but I can't see it; is there a way to bulk email every customer in a certain filtered group? I can see in Marketr that I have something called a 'Dynamic Customer list', but I can't seem to edit or customise this list. Basically, I want to be able to email every customer with a ticket that is invoiced, but not resolved, to remind them to call in and collect their device.

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