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  1. Call and SMS Integration with Flowroute (#1 VoIP Provider)

    Flowroute is one of the USA trunk providers. They have always had a REST API for their calling and SIP trunking, and have now added SMS into the API.

    This would be amazing for allowing users to use their current carrier for SMS and CID communication. Their API is very well developed and they have a dedicated staff to help with the integration. Really interested in being able to get SMS sent to our office lines and them coming in as ticket replies or leads, and being able to respond to the SMS from RS.

    There's even more that can…

    11 votes
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    completed  ·  Rajesh Agarwal responded

    We have an initial release in the app center for beta testers.

    I don’t see a way to get a ping when there is an inbound call, only SMS – so I can’t see how we can get “caller id” type integration from flowroute directly, but you can continue using the PBX integration method for that.

    This integration will allow you to send/receive SMS like our built in system, but you can send from your own phone number.

    If someone sends you an SMS that doesn’t have an open ticket it will create a lead. For now you can’t reply there in the leads..

  2. Ticket Report for customer based on date range

    I need a report for customers that I can send so they can see what has been done or what is in progress by date range. Just need to be one line per ticket not detailed. ticket #, Issue,status, date opened etc...

    7 votes
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  3. Attach a Lead to a Ticket

    It would be nice to be able to take the information from a lead and add it to a ticket. I find myself having to create a ticket and then merge it in order to get the data from the lead into the ticket. This is artificial increasing my ticket numbers really fast.

    0 votes
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  4. Allow bulk edits of Vendor skus

    I am assuming this is coming for every vendor in the app center but the ability to bulk edit vendor sku would be helpful.

    1 vote
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    1 comment  ·  Admin →
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  5. Customer Portal Search

    I think it would be nice to add a search feature for Repair Shop Customer inside of their portal. I have many business customers that have multiple units in their portal and sometimes they find it hard to locate. This feature would help them do this much quicker.

    20 votes
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  6. 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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  7. Allow a way to attach lead to existing ticket

    There should be a way to attach lead information to an existing ticket. Currently we have to create it into a ticket and merge it, which gets very old when customers send in multiple requests via email (not replying to the original ticket)

    1 vote
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    completed  ·  Rajesh Agarwal responded

    This is done, on the lead process page check out the “Duplicates” tab (might rename it to merge soon..)

  8. Stock take report

    The new Stock Take application is good start, but having the ability to export the report generated is essential to monthly reporting. Being able to take the items missing from inventory and find out the total variance, total variance cost, and make that information available to owners and board members would allow it to be truly useful from a business perspective. Essentially it will work fine for the small time shop, but anything bigger and it doesn't hold up.

    10 votes
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    1 comment  ·  Admin →
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  9. Ninja RMM integration

    Integrate with Ninja RMM

    64 votes
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  10. Another Stocktake alteration

    When doing a end of year stock take we have found there are a couple of items we are totally out of but the system thinks that we have one or two. Stocktake doesn't do anything for this. There should be an option such as a checkbox to click to change all unscanned items to zero if you are doing a complete inventory stocktake for end of year, etc.

    1 vote
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    completed  ·  0 comments  ·  Admin →
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  11. more customizable main ticket page

    there should be some options in the main view of your tickets to add or subtract information you want shown - also needs to be date submitted and due date on same page - there are not enough B2B options

    6 votes
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    completed  ·  0 comments  ·  Admin →
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  12. there needs to be a field for Company name when people open a ticket

    there needs to be a field on the main check in page for Company name - we only do B2B and it is very difficult when you do not capture that information

    3 votes
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    completed  ·  Rajesh Agarwal responded

    This is on the new customer form, customer edit page.

    You could add a ticket custom field if you really wanted too!

  13. Allow different currencies to be shown on the mobile app

    The App invoice section only shows totals in $. We are based in the UK and on the website everything is in £, the app shows the same figures but with a $ sign infront of it

    3 votes
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  14. Resolved, but unable to repair. No Trigger Marketr

    Obviously, emailing a customer through Marketr and asking them how everything is going after their repair, does not make sense if they did not get their repair done. I understand that there is an option to cancel the job, which means that Marketr will not be triggered, but the way this is implemented adds additional steps, which makes it more difficult for my technicians to remember to do it.

    For instance.

    Customers comes in for a repair, but decides not to go forward because it is too costly. Customer picks up the device and the ticket gets marked as resolved.…

    14 votes
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    completed  ·  Rajesh Agarwal responded

    We ended up adding a “Cancel” link in the “Actions” menu on the Ticket page. This should take care of this.. It cancels and marks as resolved.

  15. API Web Hooks

    In my previous CRM (Autotask) one of the awesome features that I got great benefit out of was the ability to call external URL's during key step's of the CRM workflow (more commonly referred to Web Hooks).

    The data that is fed from the web hook would basically be an extension of the current API but in reverse using Curl and feeding the required data fields into a GET or POST request against our own external servers. In fact you already have this in place with your PBX integration.

    What i am hoping for is the ability to call upon…

    4 votes
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    completed  ·  Rajesh Agarwal responded

    These are live, you can find them in the Notification Center – any trigger in there can send a nice json payload.

  16. Get Rid Of Google Cloud Print

    Please get rid of this feature and find something that actually works. We have had nothing but problems since day 1. Sure, there may be a week or two that will go by without any issues, but then, we will have nothing but problems. Please find some other way to support printing.

    0 votes
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  17. z report

    Z Reports is missing the ability to account for Cash In (Cash Drawer Deposit) and Cash Out (Bank Deposit). Which means that any time one of these events happens, the cash drawer will be off.

    Please add this to the Z Reports so we can finally use this feature.

    2 votes
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  18. Prepay hours expire at end of the month

    Prepay hours are great, but as an MSP we often sell monthly plans that include, say, 10 hours of support per month. At the end of the month, whatever hours are not used are no longer available. They don't get any "rollover minutes." Would be great to automate this!!

    3 votes
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    completed  ·  Rajesh Agarwal responded

    On a recurring invoice you can now check a box to make it “reset the prepay hours” before it runs.

    Thanks!

  19. Allow Client To Save Credit Card For Recurring Invoice / Billing

    When a client or customer receives a recurring invoice...give the option to save the cc for future payments. A checkbox in bold letters "Save this credit card (with payment provider) for future automatic payments" will automatically save it on file with Stripe or Authorize.net

    4 votes
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    completed  ·  Rajesh Agarwal responded

    We’ve had stored credit cards for a very long time, we can’t do them at the same time you process a payment due to technical limitations, but you can add a stored card on the customer detail page and use that for one-off payments or recurring invoices.

  20. Show ticket chargees

    It would be good to show the ticket charges on the ticket screen rather than having to open ticket and hit show chatges everh time to keep from giving out free work if tech doesnt put chrges in

    7 votes
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