General
3766 results found
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Customer Alets - for expiration events ?
somewhere there was a video that could use Inventory or custom REMINDERS ??
What I want is the ability to set some custom fields for clients - say Expiration dates (Backup Plan, or Remote RMMSPlans)... and then when it comes near Expiration date it give a pop-up or email reminder ALERT IN ADVANCE (like a early warning - 2 week reminder)
would this happen to be something with Assets ?
is that possible ?
6 votes -
Customer account on Hold status
currently a pop up can be enabled as an alert to give the operator a message when a customer is selected, however occasionally we need to put an account on hold when a customer has either gone over their agreed limit or is not making payments. The account on hold status would ideally prevent a new invoice being created for the offending customer coupled with a warning to the operator.
10 votes -
digital Signature
Suggestion.. . why not add a “click to Sign” for everywhere there is a Digital Signature.
Sure would be better than people using a mouse or not doing it at all !
3 votes -
Custom Fields and Thumbnail icons
sure would be nice if the Thumbnails in the Customer Info could allow for HOVER description for easy reference as to what these icons are associated.
for instance (below) the Search Icon (magnifying glass) indicates Managed Service Plan (custom fields) 0 while the Cloud w/ Up-Arrow indicates Cloud Backup - and the Thumbs-up indicates Malwarebytes Lifetime.
also why not allow the List of Customer Custom Fields show the icon in one of the columns ?
More visible reference would help.
0 votes -
Why isn’t there a CLONE~ing option for Campaigns ?
Why isn’t there a CLONE~ing option for Campaigns ?
0 votes -
customer alerts - pop-ups
I created 2 Alerts - it works, but not as I’d expect... not clean
I was thinking it would show 2 separate pop-ups. there is no spacing, and no description
this can stay a single Pop-up.. but it should be listed – not crammed together in a single line
maybe something like the example below.. allow up to 5 spaced messages (Title and Data) ?
0 votes -
customer listing - email hyperlink
Seems to me that the EMAIL column should hyperlink to a mailto:emailaddress@ to launch the default email client (outlook, etc.)
The phone column works as expected “hooked” - but emails should always allow for direct emailing.
0 votes -
Create Installed Flag in App Center
Create an installed or configured Flag on Apps that have been configured for use in the App Center. Flag could look like the "new" "beta" "featured"
1 vote -
Customer Logo on their portal page
As an MSP I deal with business clients. It would be GREAT if we could add their logo, and perhaps some other basic customization options to their portal.
7 votes -
Ticket update subject default action
It would be really nice if there was a way to change the default update subject on tickets to something else.
5 votes -
Add WholeCellParts.com vendor catalog.
Add WholeCellParts.com vendor catalog. Great vendor for quality parts with quick shipping and great customer service.
71 votes -
Have a option to save pending processes for multitasking purposes.
Have a option to save pending processes for multitasking purposes. You lose all information when in the middle of one thing, but need to look at another tab.
1 vote -
UPC should be added to all areas where you are able to add inventory items. ie ticket--> add items to invoice.
UPC should be added to all areas where you are able to add inventory items. ie ticket--> add items to invoice.
1 vote -
Integration with Caller ID
Have caller ID bring up a customer account page.
- Maybe a pop-up to continue to page in case you are into something else, like intake form or invoice.
- Pop-up to prompt for a new account for unknown numbers
- Option to block any prompts for known numbers that are not a customer.4 votes -
being able to scan items into the logistics section
I wanted to know if you guys can put in a scanning bar in the Logistics section. When I transfer something, I can not scan it I have to put in the part name and it causes problems. Sometimes they don't match up, and it will be much faster and more accurate.
1 vote -
Please create an easier way of deleting calendar entries
The current method for deleting calendar entries is really complicated, could there be an easier way to delete an item, perhaps when you select the entry and you get an overview of the appointment
11 votes -
Dymo Address labels for Customer for Sending
I want to be able to Print a Address label using my dymo directly from the customers job so i can courier device to customer directly from Repairshopr
6 votes -
Change custom fields to allow the re order of asset fields in their drop down box and the re order ofcustom field types
When creating custom fields in Job Tickets could you allow the re order of asset fields in a drop down box and re order the custom field types using the hamburger icon in much the same way as you can change the order of fields
1 vote -
Make a way to disable Quick pay / Hide from invoice page for non admin!
I know you can disable quick pay as a payment form but my new employees keep clicking the quick pay on the transaction and after it is marked as paid it is a nightmare to delete, please help address this!
4 votes -
Follow Up Flags
Is there anyway that a status could be added for "Follow Up Needed on Due Date"? Ideally a due date would be set for a future reference within the ticket and upon the set due date the ticket would be flagged on the dashboard for Follow Up (the ticket would turn a different color, similar to a customer reply).
2 votes
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