General
75 results found
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Allow access for users (staff) to see "Customer online profile link"
Once we add a Portal User to a customer account, we can no longer click the link next to "Customer online profile link" to review a customer's profile with them. It is necessary for us to do this at times. Please add permissions so that users (staff) can also click this link without having to know a customer's username and password. Thank you. :)b
1 voteHi Tracy – It’s just your account URL+ /my_profile/user_login
It’s the same for everyone..
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Tags and HTML markup for Canned Responses
Would it be possible to have Tags and HTML markup capabilities for Canned Responses (as we do for PDF/Email Templates)?
For example:
Dear {{customerbusinessnameorcustomerfullname}},
Diagnosis has been completed on your {{ticket_subject}} and it was found that our [service] is needed to resolve the issue.
Please can you contact us to discuss further, meanwhile we will attempt to contact you.Regards
{{accounttech}}
{{accountname}}1 voteHey there,
This actually works already. You are able to use the Ticket Templates list of tags in the Canned Messages,
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Indicate where inventory was used
I suggest in the item inventory screen you show more than just who and when took stock out of inventory. I suggest that you also list which ticket or invoice an item was added to. This will help with tracking where an item is used.
1 voteWe added this last fall, on any maintain stock products edit screen you can click “QTY Details” and see every instance.
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notification
Would like a way to send notifications to certain users email when something in a category sells.
For instance I have a physical store, but I also have a different department that handles only online sales(ebay, etc).
When something say in my "Phone Sales" category sells it would be nice for an email to automatically be sent to my employee in charge of my online store so they instantly know to take the item down from all online markets.
1 voteThis can be accomplished with the Zapier integration. You’d need to setup a trigger for invoice or payment – and filter for the category you want. I bet you could find someone online to help with it if you get stuck. Good luck!
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Customers to be able to add pictures to tickets or a lead.
I run a jewellery repair business in the UK. On my website, customers are able to "order a prepaid envelop" and snap a quick pic of their repair. Either to request a quote or just to attach to their job for a record. Can clients (either in 'leads' or in 'create new ticket' in their portal) upload a picture straight to that lead or ticket while embedded in my site?
1 voteThis can be achieved through the Customer Portal already. The Customer can click the “New Ticket” button on their portal dashboard. They can then enter their details and on the second screen there is a Attachments button where they can upload a file.
It is also possible for them to attach a file after a ticket has been created as well. In the portal, they simply navigate to the ticket and click the ‘Add Attachment’ button to upload.
Regards,
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1 vote
Hey there,
To update the Intake Form, navigate to Admin > Email/PDF Templates > Intake Form.
You can then make edits of your choosing for the form.
Thanks,
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Create but hold a recurring invoice
When running the recurring invoices, I would like to have them be created, and then HELD, so that I can verify them before sending to client.
Xero does this with their recurring invoices - have a look at what they do and see if you can do the same
1 voteYou can have a Recurring Invoice create but not send to the client. We are also looking at adding a Draft status to Invoices to take this a step further.
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Check in check out in app adds comment to ticket
The app adds a comment for each check in and check out - can that be removed? I would like to only add a comment if I do a custom check in.
1 voteThis is there in the app already – go to “Timer Entries” and click start. That will not add a comment to the ticket, it’ll just run the timer like the web app.
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User name sanitizing
When we try to log in if there is an incidental space after the username, it will not work. This is often the case in an autofill situation, Please sanitize your inputs, it brings us no end of frustration.
1 voteWe are considering this closed as we are not receiving reports of this.
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Darken 'notes' window text
The 'notes' box under customer info allowing you to make notes on a particular customer is too light. The font used in that box barely shows. Please darken the default font.
1 voteWe’ve gone through many revisions of the UI since this request so I’m going mark this as Done.
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Add bundles to recurring templates
It would be extremely helpful to be able to add bundles to recurring templates. Thanks.
1 voteYou can add Bundles to Recurring Invoices without issue.
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allow other information to show up on ticket page.
It would be great if we could have other bits of information on the ticket page list such as a location line which shows where the phone currently is, the phone number, the password, or other things that could make the master ticket list easier to view.
Even if those things showed up on the dashboard that would be great as well.
1 voteWe added the ability to add more columns on the Ticket Index page. We’ve also added Quick View so that you can get top level info per ticket by clicking the magnifying glass on the left of the ticket number.
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Allow tickets to be re-associated with different customer
When someone other than the owner of a machine drops it off, we need a way to switch the ticket over to the owner when we get their information. I don't see a way to do this now, so we've had to create a new ticket and reference the old ticket. This works, but is tedious. Since the database is relational, could a simple "Change Customer" option be added to tickets?
1 voteYou can click the Change button in the Customer Info section to change the Customer of a ticket.
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Invoice receipt does not show signature from Topaz?
When using the Topaz to capture a signature on an invoice, the receipt that is generated does not include that signature?
Can this be added please?0 votesMake sure in Invoice Settings you have “get signature for payments” if you want it on the “receipt” – and the invoice one works on the invoice by default too!
(we worked this offline with them – thanks!)
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Discount ONE item on the invoice by %, NOT the entire invoice
We have many instances that we need to give a % discount for one item, currently when you enter a % discount, it gives the discount to the entire ticket.
0 votesThis has been supported for a long time, you can find it here – https://www.evernote.com/l/ADn57SUKg55IDbX507_W-Y_Wuf_uFxdDWOA
This does not discount the whole invoice, it’s just the line item.
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