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  1. Automatically Update the Comminication Log when the Email feature is used

    Hello

    When we email a customer from the main client page, it would be good if the Communication Log was updated with the date and subject line so that it is recorded in seqeuence. The emails are always recorded at the bottom of the cleint record which is fine except that they are not obvous at first glance. The Communication Log is close to the top of the cleint record and is therefore more visable plus it creates a chronological chain of contact. At the moment we manually add to the Communication LOg each time we send an email

    Thank…

    1 vote
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      completed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • REORGANIZE Ticket Buttons and Linked Information

      Just my opinion: Tickets are starting to get WAY too busy with information, buttons, links, drop-downs and options thrown all over the place. I know RS is a work in progress, but it's obvious that things have been added in that were never thought of initially. I'd like to see the Tickets module re-worked with some sort of grouping and organization that is more cohesive.

      Right now, there are buttons at the top that do some things, other buttons in the title bar of information boxes , and more added at the bottom of information boxes. There's links for Appointments,…

      28 votes
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        completed  ·  16 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Add Focus links to customer page

        Since all the boxes on the customer page move around depending on how much information is in each box. There should be links at the top of the page that can take you directly to each section and highlight or focus on that box. I'm always searching for the "Invoices" or "Tickets" section on the customer page and sometimes it's on the left, and sometimes it's on the right. It takes a lot of time out of my day :)

        4 votes
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          completed  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Zapier Trigger on "New Ticket"

          Seems an obvious trigger but not included.

          There are so many triggers in RepairShopr that different users will find useful. For me, I need to trigger a new Trello card on a new ticket creation.

          0 votes
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            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Forwarding emails or messages into RSr from VMs or emails

            We often get messages via our personal email addresses that need to be forward into RSr so we can respond from there with the clients, as a ticket or lead.

            It would be nice if when we forwarded in these messages to RSr the system would be able to pull the clients info from the email headers and the Lead or ticket would be created in the client name vs. in "my" email and name.

            This is something that worked well in ZenDesk if you wanted to look up this functionality there to reverse engineer it..this would be useful.

            11 votes
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              7 comments  ·  Flag idea as inappropriate…  ·  Admin →

              This has been out for a few months. If you have specific examples that don’t work, send a screenshot of the sent item to our tech support folks.

            • Systray Shortcut

              It would be great if there were a shortcut available in the systray so users could open tickets from there. Or even email tickets from the shortcut.

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Allow leads to be marked as spam

                Please add an option to the leads module to mark a lead as spam. At the moment your software shows how many leads i have won like 5/20. But most of the leads I have lost are spam from chinese companies trying to sell me iphone screens. When marked as spam, the removed lead would not then count as a lost lead, it would be removed from the total of valid leads I have received. Just make it so it never existed please :)

                12 votes
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                  completed  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Bundles on recurring invoices

                  We use the bundle feature a lot. We also have many recurring invoices that include bundles. Please implement this feature. Thanks.

                  4 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Watchman Monitoring suggestions

                    There are several things we would like to see in the Watchman Monitoring integration.

                    1) Once a ticket has been created from the notice in the "Current Alerts" window for a WM notice we would like that alerts to be closed so we can manage it form the ticket only and not have to see it in two places. It is confusing, and when more then one person works on it they have to take several extra steps to figure out what’s been done.

                    2) We would like to be able to map computers to single Machines/users not just groups.…

                    4 votes
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                      4 comments  ·  Flag idea as inappropriate…  ·  Admin →

                      I’m going to mark this as complete as we’ve done the main upgrades we intended to in this phase.

                      Feel free to open up a new idea with remaining ideas!

                    • Stock take alterations

                      There needs to be a full reports section for the stock take. As is, if an employee makes the adjustments to match the counts, there is no report to show the adjustments made. This is definitely needed for accounting purposes to show the loss.

                      Also, having the ability to add the entire inventory or just certain categories is very important. Having the ability to pick what products/items should be counted is huge.

                      80 votes
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                        13 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add New Location for Referred By Drop Down

                        It would be great if you could add the "Referred By" drop down to the Customer Check in Process. I know that you can go back into the customer database and add it after the fact but it would be great if we could make it a requirement just like a phone number, email, etc. It is something that is really important to my business to track how my customers heard about us and it would just make it very convenient. I look forward to seeing it in a future update, Thank you! :)

                        3 votes
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                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • Remove date from "Signature Line" on invoices

                          When we finish up on a computer we print an invoice. We then have the customer sign the invoice and date in when they pick the computer up. This acts as our release form as well. Often a customer won't pick their device up on the same day we complete the repair and print the invoice. When the customer comes to pick their device up, the date on the invoice, next to the signature line, is pre-populate with an old date. It would be great to have an option to leave that line blank!

                          3 votes
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                            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 9 votes
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                              6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow customization of the Ticket Receipt template

                              As a technician checking in a customer's computer, I need to print a customized ticket Receipt. I access the Receipt from a Ticket by clicking the PDF button and selecting Receipt.

                              The resulting PDF output does not seem to be affected by changes I make to the PDF/Email Template > Receipt Configuration. Instead the output contains a bold heading "Ticket Summary."

                              The Ticket Receipt somehow *does* seem influenced by certain changes I have made to the Ticket Template. Ticket Template is used to print the "Large" form from the PDF dropdown. I need Large and Receipt to have different information…

                              37 votes
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                                8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • useful RMM info in Messages list

                                The "New RMM Alert Created! An Alert was created fo..." (for Watchman, in Messages) is overly wordy, and cuts off before useful info (which Group/Customer) is displayed. Would be more handy to be able to eyeball this quickly! Thanks...

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Export Customer Assets to CSV

                                  It would be very useful to be able to generate reports for customer assets either as a PDF or a CSV file.

                                  31 votes
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                                    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Allow Users to Lock Session

                                    The Switch User with PIN screen is very handy, but it would be good if this screen could become more of a Lock Screen.

                                    This would allow the terminal to be 'signed out' but not 'logged out' fully.

                                    Eg, a Manager could finish on a terminal and hit Switch User.

                                    The next user to come along can use either their PIN number or full login, but not be able to click close and resume the session with the permissions of the last user.

                                    51 votes
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                                      15 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Searchable Wiki

                                      It would be helpful for the search bar at the top of all pages could also search through Internal Wiki articles. WE're starting to build a sizable wiki and being able to search "0x0000870D" for example, could take us right to the page explaining that particular BSOD error.

                                      It's not a significant thing to worry about, but it would be a nice little addition to your already impressive software suite.

                                      19 votes
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                                        6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Disable Due Date on Ticket Receipt

                                        Please disable the Due Date on the Ticket Receipt. We want due dates for internal use only, as to not disappoint the customer e.g. when we need to order a part. Customers have used the Due Date as evidence that they are not getting full service, which is not the case. The Due Dates are great to keep techs on track.

                                        3 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • multiple contacts per ticket for notifications

                                          Many times we need to keep multiple people in the loop on tickets that involve multiple contacts. The ability to attach multiple contacts to a ticket so that they all receive notifications when updates occur on a ticket would be amazing! That way if any of them reply to the ticket notification it updates for any of them.

                                          I know this could be addressed with distribution groups, but each ticket that comes in won't always necessary fall into one of those particular groups.

                                          26 votes
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                                            9 comments  ·  Flag idea as inappropriate…  ·  Admin →
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