General

  1. Add Custom Field Filtering to the API

    In the customers.json endpoint it should be possible to filter the results by filtering on a custom field.

    [properties] => stdClass Object
    (
    [CustomField] => 123
    )

    With this added, It can reduce the number of API requests when you only need to search for specific customers who have a custom field set.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Time clock CSV download

    I would like to be able to download the time clock data to a CSV file so I can see the notes and the hours in a spreadsheet and sort them.

    The reason is that I have two different pay rates based on the type of work, and currently I have to manually add up the hours for each type.

    Thanks!

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. add the ability to snail mail an estimate

    Just like the invoice screen, I have quite a few luddite customers who rarely check email and would love to be able to use your snail mail feature to send an estimate. Thanks

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Please Organize Custom Fields

    Most everything in RS is laid out very nice and clean, but the Ticket Custom Fields is definitely lacking. We use a lot of custom fields for our tickets in order to have specific information readily available and to basically summarize our logs with specific details. However, because these custom fields are not organize very well (they are pretty much packed in a small space as close to each other as possible) it makes it more difficult to find the data you are looking for. It would be ideal to be able to have different sections for different custom fields…

    6 votes
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    planned  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Yelp to social media in Marketr

    Please add Yelp to the social media in Marketr

    11 votes
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    planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. partner with a developer that allows you to check the status of a device when entering the device IMEI/MEID when purchasing a device.

    When purchashing a device from the product, we enter a unique ID such as the IMEI or MEID. There should be a way to check the device to see if it is blacklisted, reported stolen, or locked to a network. Also, after purchasing a device from someone, if the device comes back as stolen or black listed, we should be able to block that customer from selling devices to our store again.

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Would be great to add comments to any order, parts order

    Would love to be able to add comments to order, parts orders, ect.. Ideally it would also be nice to specify how we pay for items. Love the new purchase order entry. Great job.

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 4 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We might do a rules engine for this, but currently we don’t want it automatically changing – enough people want this to work differently that we’re going to just leave it for now.

  9. More Marketing Tags

    It would be nice to have additional tags to use in marketing emails to help be more specific on what it is referring to.
    Be able to say something like:
    Hey {{customerfirstname}}, we closed your ticket {{ticketnumber}}. If you have any other problems with {{ticketdescription}} just contact us.

    It would help customers who have several tickets within the marketing period to know what you are checking up on.

    5 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Customizeable Dashboard widgets

    Would like to see the ability to customize the widgets on the dashboard with custom criteria and to be able to drag and drop and arrange them.

    And example of this is Brightgauge.com

    7 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. 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 →
  13. 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 →
  14. 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 →
  15. 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 →
  16. Calendar

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

    0 votes
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  17. 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 →
  18. 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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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. 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 →
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