Tim Nyberg

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  1. 5 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    I think the tick that is under Review is the same topic "LEADS Module OVERHAUL - UPGRADE Inboxr and UNIFY Features"

    Same stuff.....separate the ticket filtering system called leads and make a new system for Sales focused totally on sales functions, call backs, sales appointments, follow ups, referrals, postcard mailings, etc.. totally separate list then the names in the current system that are already clients.

    Tim Nyberg shared this idea  · 
  2. 1 vote
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    4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    it would be nice.

  3. 15 votes
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    under review  ·  3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    This would be a nice idea but I'd really prefer to see this based on Priority vs. status.

  4. 5 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    There is another ticket like this one with more votes search for "Add color coding and default setting for ticket priority"

    Tim Nyberg commented  · 

    It would be nice to not only Allow for the customization of the text and priority levels but to have a setting for each level to show text across the ticket in the ticket window, such as Expedite or RUSH etc. as we do with PAID for paid invoices. It would also be nice for these tickets to have a color assigned to them so when viewing the tickets list urgent tickets could be shaded red in the list for example. This would help with tickets and sorting.

  5. 32 votes
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    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    It would be nice to not only Allow for the customization of the text and priority levels but to have a setting for each level to show text across the ticket in the ticket window, such as Expedite or RUSH etc. as we do with PAID for paid invoices. It would also be nice for these tickets to have a color assigned to them so when viewing the tickets list urgent tickets could be shaded red in the list for example. This would help with tickets and sorting.

    Tim Nyberg supported this idea  · 
  6. 4 votes
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    started  ·  6 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    Maybe related on the scripting level so I thought it might be worth tossing out here. If we could flag a client so when we create a ticket for them or access any of their files a big notice would pop up that would be great.

    Like a client is a "tin foil hat" as we call them. We'd want a notice to pop up so if anyone does anything with this client they get a notice right away with a short one line note. Or at least a discrete icon that would tip us off that we need to click the icon to get "more info".

    here we can put things like -- do not work with this client they never pay. Or they are crazy don't start projects with them...etc This may be a suggestion of it's own but this train of thought brought me here.

    Tim Nyberg commented  · 

    An additional email issue I'd like to mention is the "No Email" checkbox in the client record. It seems if that box is checked clients not only don't get newsletters but they don't get the emails we send form tickets. This could be a good feature if tied to some kind of flag for crazy clients we never want to work with again. But what we have found is we need to send clients ticket and estimates and such, they just don't want newsletters and junk mail.

    This has cased a few issues, clients waiting to hear back on something we have emailed them several times but they have never gotten.....I think due to this option.

    I think it needs to be a bit more granular, do not send me newsletters and such but it is ok to sent ticket replies....

    Tim Nyberg commented  · 

    I agree. The ticketing system needs a big update in the email department. We get tickets all the time where a client has CCed someone or a vendor and we can't see any of that information.

  7. 4 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    Yes, great idea. Not on the top of my bucket list but definitely would be nice.

  8. 3 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    I agree, it would be nice to have a little check box that just says "don't send notification" or something very simple. Not at the top of our priority list but it would be very nice to see.

  9. 4 votes
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    3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg supported this idea  · 
    Tim Nyberg commented  · 

    see also similar "iOS app security"

    Tim Nyberg commented  · 

    Company/Enterprise Risk Management (ERM). The risk here is Employee accessing unauthorized information.

    The Control – Create password protected barriers. Limit access to need-to-know employees. These are super basic functions of a CEO of even a small business. We can't have people getting access to customer lists, closed invoices, monthly invoice information etc. There are a lot of comment on security, app security, iOS security, Tab security, Developer access etc. I think this is a very big concern and there are several comments that could be combined into one big comment here....just a big security overhaul. Anyone with more then 1 or 2 people is going to want these things addressed.

    Tim Nyberg commented  · 

    Comcast has many areas that are IPV6 only where IPV4 can’t be used for any level of security. We need some level of security by user, not just a global thing. Different users have different roles, some need access to the data outside the shop and for those users we don't want them to ever have access outside the shop. This is such a huge security hole which allows staff to copy out data or customer info at their convenience.

  10. 14 votes
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    4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    see also similar thread "More control over Remote access, limit access"

    Tim Nyberg commented  · 

    Just a comment which I'll also post in the general security feedback - This falls into basic Enterprise Risk Management (ERM). The risk here is Employee accessing unauthorized information.
    The Control – Create password protected barriers. Limit access to need-to-know employees. These are super basic functions of a CEO of even a small business. We can't have people getting access to customer lists, closed invoices, monthly invoice information etc. In the case of the apps it not only needs NOT to be available to some people at all but also needs several of the features to have access control by the people who do such as not seeing invoices that are not from tickets assigned to them at all, not to be able to see the entire customer list, just the client info for tickets assigned to them, not to see closed invoices. All a tech needs to see on-site for example are tickets and invoices for those tickets that are assigned to them, nothing more.

    Tim Nyberg commented  · 

    I added this to another comment as well about security.

    Comcast has many areas that are IPV6 only where IPV4 can’t be used for any level of security. We need some level of security by user, not just a global thing. Different users have different roles, some need access to the data outside the shop and for those users we don't want them to ever have access outside the shop. This is such a huge security hole which allows staff to copy out data or customer info at their convenience.

    Tim Nyberg supported this idea  · 
  11. 6 votes
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    3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    Sorry, just had another thought. Along with this mode it would be nice to have custom tabs at the top that are only visible in manage mode. such as DOMO or Reports.

    However it would be nice to customize tabs by users job role over all.

    Tim Nyberg commented  · 

    I could see there being a "Hide here comes an employee" button that toggles to the "Manager" button going the other direction. Just a simple button on the screen that would hide that type of company data on the screen so you could log in and use the system without worrying about someone looking over your shoulder.

    Tim Nyberg shared this idea  · 
  12. 20 votes
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    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg supported this idea  · 
    Tim Nyberg commented  · 

    Great ideas, good feature as well but it could use a few tweaks that would make this a lot more beneficial.

    1) We need advanced scheduling options, much like iCal options would be great. The ability to choose multiple days a week for a visit, differing times for those visits. For example Tuesday and Thursdays at 7am / 10am.

    2) Ability to see all these recurring visits in the Calendar as soon as they are scheduled/created, the idea is that theses times are blocked off. We don't want anyone putting another appointment in that spot. So calendar events should go in as soon as the schedule is created but the ticket could remain hidden until a week before the event. As long as anyone trying to create a new appointment for that time slot got a notice indicating that time slot was already booked, and then be prompted if they wanted to proceeded or not. There are times when you put things in that calendar that might be a returned phone call and overlap is ok. But not a second on-site, so a notice would be nice.

    3) Making recurring tickets become active as needed, the ticket part not the calendar part. So if we wanted to enter notes for that ticket on a specific date those could be added then making that ticket visible.

    4) Coupled with a todo list for clients this would be a great tool. adding the ability for clients to go into these scheduled visits and add things to an editable todo list in the ticket maybe nice for these recurring tickets/Visits.

    5) It is not very useful for recurring tickets not to show up in the Calendar, they need to be visible there as they are created.

    6) iCal sync with RSr calendar....kind of a big deal. It is a lot to work around and create confusion in the workflow. Most people like to use the calendar on their computer so they have everything in one place and not have to jump into RSr to check events.

    7) perhaps a small "flag" in the corner on the calendar to show the event is recurring. Like a little transparent "R" or add {RS - "R"} to the already existing RS on the event.

    Just a few thoughts to add to the collective mind....

  13. 1 vote
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    Completly agreed. If people don't have access to something they shouldn't see it at all. Like the wiki, reports, domo, any of them. It is nice to have those tabs available when you do have access but as things work now if you enable a tab everyone can see it.....this again falls into basic Company/enterprise risk management.

  14. 12 votes
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    4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    I think I agree, I don't see any reason to have to create any custom fields for this to work, it should be able to work off the default ticket "Issue Type" Of course it could work off custom fields but I would think working off the "issue type" makes a lot more sense.

  15. 5 votes
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    3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    Yes it would be nice, and have an option to update CC info or auto renew. Check boxes not all contract would have that need.

  16. 7 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg supported this idea  · 
    Tim Nyberg commented  · 

    Yes... 100% agree. having to add each line item is to much to deal with for each client and 100's of inventory items.

    I think this goes back to a inventory hook...there needs to be a set inventory category called Labor. So you could discount all Labor items in one big swoop. This would need to be a System wide set category type. Then move all Labor items into that group.

  17. 221 votes
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    53 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.

    We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.

    Tim Nyberg commented  · 

    +1

    Tim Nyberg supported this idea  · 
    Tim Nyberg commented  · 

    +1 A method to create our own forms and contracts. Maybe in a contract center. Integrated with some kind of "esign" service. And the ability to sign via iPad. Then client would get emailed a PDF for their records etc.

    We could email a client an agreement like we do with estimates, wait for approval and signing. it would then be available and stored with their customer info like assets.

    Also the ability to renew those agreements, duplicate (versioning) and tweak and resend for renewals and such.

    This would be very nice. It is a big hole. No easy way to manage agreements. Much less keep track of them.

    One application of this. We have a General service agreement that all business clients much sign, we could send this out via RSr, they could esign and we could monitor who has and has not signed etc.

  18. 52 votes
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    under review  ·  11 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    Maybe tied to a "status" so it cold be used in tickets and leads. There is a lot of basic functionality like canned text that would be nice if it was working in leads also. We would love to see more in leads...

  19. 13 votes
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    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg commented  · 

    I agree...much needed to keep all that from building up on the server. We don't like to store all that "crap" people put in their sig files. Simple is better....(-;

  20. 7 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Tim Nyberg shared this idea  · 

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