Ryan (CTO, Pinellas Computers)

My feedback

  1. 1 vote
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    Differentiate Between SWIPED and KEYED Transactions EVERYWHERE... I was just about to post this new request and came across this one made 2 years earlier.

    The Gateway Reconciliation Report REALLY needs a filter for Swiped vs Keyed. Our Auth.net account batches retail/ecommerce deposits separately, so while the GR report will show a total of $3,000.25 - our bank will have two deposits for variable amounts, totalling the sum of the GR report - SUPER difficult to reconcile, and a nightmare on Mondays when we get two sets of deposits for Friday, Saturday AND Sunday all on the same day.

    A simple label for "Swiped" and "Keyed" with a filter to select one or both would be infinitely helpful. Then we could run a report on all the deposits of each type and do both reports in under 5 minutes. Otherwise, it's a daunting task of figuring out which two deposits equal the total payments for each day. This is a very minor feature request and would save users lots of time every single month.

    Also, the other data listed originally would be super nice to have at a glance as well. Two years and patiently waiting. Thanks.

    Ryan (CTO, Pinellas Computers) supported this idea  · 
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  2. 6 votes
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    planned  ·  7 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    Copy of my original post from duplicate post on 6/23/2014 - [Change list "types" to auto-fill drop downs] :

    I was originally making this suggestion to request the "referred by" field type be converted; but then realized there's several different lists and modules in RS that are using inferior, non-editable, databases. Specifically, the "referred by" field is hugely important information, as you all know. My list of ways-customers-are-acquired is ever-growing. As of now, I've tried to combine certain referred terms together to make it easier to figure out what we're looking for. However, this is proving more difficult.

    I have the perfect solution for how to add/edit/delete these types of terms, and the best part is you're ALREADY using it! It's the same as your inventory items fields! They are amazing, and here's what is to be gained by converting ALL lists in RS to the same type as inventory items:

    - Items are searchable by ANY word in the description (ie. I could just type FAMILY and it would pull up the term called CUSTOMER REFERRAL, FRIEND, FAMILY, PREVIOUS CUSTOMER)
    - Items are editable and would update existing uses of existing terms (which is a big deal because right now you can only delete a term, which deletes all uses of that in the system, including existing)
    - Items are organized (I have no idea why the current system doesn't let you organize by name or specific order - very annoying)

    This is a simple conversion request, NOT a new feature. It's so obvious that the way inventory items is great, which is why it's used in the module with the most values in it. Why not start using this "item list" method for EVERYTHING - Ticket problem types, ticket status list, list of product categories, logistics, preferences, etc.

    Please let me know if this makes sense. It's a really good idea to make the system more "editable", rather than just deleting and adding stuff all the time.

    Ryan (CTO, Pinellas Computers) commented  · 

    Darn, our votes for the exact same thing are scattered between 2 separate forum posts. I had made this one literally 2 weeks before this one was made:

    http://feedback.repairshopr.com/forums/165658-general/suggestions/6088913-change-list-types-to-auto-fill-drop-downs

    @RS - Can you merge these votes together or something. Any updates on this (or mine, which talks about even more modules where list types could use adjusting)?

  3. 0 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) shared this idea  · 
  4. 41 votes
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    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    1. Locations already do get unique address tags {{location_address}}. Banking info might be difficult, but agreed with tags for every location-specific reference.

    2. 100% agree on locking visibility of these to locations. That's what location permissions are for!

    3. Agreed, but email sucks so not pressing for this.

    4. 100% agreed, just as with #2. Everything should be filtered to location permissions!

  5. 8 votes
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    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    RS: Already works. Ctrl and Shift click are how we do this.

  6. 48 votes
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    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    +1 for proper DID formatting. Even 888-555-1234 would be great!

  7. 36 votes
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    started  ·  11 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    @Francesco: This post is requesting to print just ticket worksheets. Sounds like you are having an issue with {ticket_status}} tags or just printing tickets PDFs? Please elaborate....

    Ryan (CTO, Pinellas Computers) commented  · 

    This is very simple and super simple to add. Please just add the one little PDF dropdown option. It literally just needs to contain {{ticket-worksheets}}. Please.

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  8. 0 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    Realized the "Daily Payments Report" actually does most of this, just lacking the ability to filter by payment type, and the 'grand total' (by payment method) at the bottom. RS said they are updating to resolve this soon, so I'm considering this tentatively closed since we were able to get the info we needed and it will be easier soon. Thanks!

    Ryan (CTO, Pinellas Computers) shared this idea  · 
  9. 12 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    Oh, I forgot step #5 in the current process: You must REMOVE the line item on the original Estimate, since the new pending charge from Logistics is a DUPLICATE line item.

    Ryan (CTO, Pinellas Computers) shared this idea  · 
  10. 6 votes
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    under review  ·  1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    Just found this forum post made shortly after this one talking about the same thing, which is now marked as Planned:
    http://feedback.repairshopr.com/forums/165658-general/suggestions/6155217
    Please migrate all votes to the link above.

  11. 19 votes
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    under review  ·  7 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    Just found out that was secretly completed without notice -_- Pretty much exactly what I originally suggested, so nothing further to detail. There's now a field to "auto expire estimates after X days" hidden under Estimates > Preferences.

    @Admin: Please mark as resolved so everyone who voted will be alerted.

    Ryan (CTO, Pinellas Computers) commented  · 

    @Daniel: Agreed!

    Ryan (CTO, Pinellas Computers) commented  · 

    Lots of votes here. I don't see making another simple automation check run at the end of each night to be too much work. Any chance this can get completed?

    Ryan (CTO, Pinellas Computers) commented  · 

    I still think this is a really good set of ideas that will resolve many issues users are having with the Estimates module. It fixes old estimates that are past their valid dates for approval, and automatically handles all non-approved estimates upon ticket resolution. With just a little bit of work, the Estimates feature could work so much better :)

    Ryan (CTO, Pinellas Computers) shared this idea  · 
  12. 8 votes
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    planned  ·  8 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    Troy: Am I correct in understanding the new one-time inventory will still require "adding in" the same way as current inventory (by PO or product-create rights), without a way to quickly "add item" with just a name/cost/price? And will be "mixed in" with all other inventory, rather than having its own separate module/section?

    I got super excited when I read the header title, but then sad after not seeing many of the details I was counting on. Is this nothing more than an additional check box to "disable when out of stock"?

    Ryan (CTO, Pinellas Computers) commented  · 

    @Troy - I see the refurbs module went live recently. This is nice (especially tracking additional costs and total invested cost), and will definitely ENHANCE the module I'm referencing in this post, but please confirm the refurbs module is not the final result.

    We still need a place to view ALL non-regular/unique/random items we have for sale. Refurbs would absolutely be one example of things that fit that description, but no the only thing. We still have no way to see "the 500+ random parts/peripherals/equipment we have in the back room that we need to sell". :)

    Ryan (CTO, Pinellas Computers) commented  · 

    You must have said something like "Damn Ryan, all of your ideas seem to be gold! If RS isn't paying you for all the work you do, they should be..." LOL!

    Ryan (CTO, Pinellas Computers) commented  · 

    @Curtis: I keep telling Robert in Troy that in a joking manner, but thank you for agreeing. My real job as owner of a big chain company is to make our process simple and efficient. All of the ideas and suggestions I make are geared towards making that happen.

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  13. 35 votes
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    9 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    @RS: We have been waiting patiently for a confirmation or insight on this topic for over 18 MONTHS :( Can we PLEASE have some basic customizable settings for discounts? Just two simple additions would make ALL the difference for us, and would allow us to archive over 20 separate discount line items from our inventory list; since they'd all be depreciated by this upgrade:

    1. Allow us to enter a custom list of "discount reasons" (much like we can with Ticket Issue Types). These custom reason codes would be a dropdown option next to the discount $ and % fields in line items, allowing us to categorize and track details for each discount that gets applied. (Examples: Competitor price match, Pricing error, Manager authorized, WARRANTY WORK, etc). Bonus: Add a small text field so we can enter in an explanation, if necessary.

    2. Add additional filters to the Discount report: Product category, Discount reason code, Discounted by (tech name). This would make reporting and auditing SO much more efficient, and would help us more easily identify exactly WHAT we're having to discount due to our errors (warranty work, pricing mismatch, etc).

    With these MINOR enhancements, we could fully eliminate all 20 of our old discount line items; hardening our security groups and heavily minimizing our financial auditing process. Please Please PLEASE! :)

    Ryan (CTO, Pinellas Computers) commented  · 

    @Jordey: The discounts report is a great start, but it's missing some critical information. The description is kind of useless, as most of our products have VERY lengthy descriptions are are never edited. The rest of the report is helpful. I'd propose removing the description and making these changes:

    Add field to show which user applied the discount; if different than who made the line item.
    -Add filter to show discounts from only specific users selected.
    Add discount "subject/reason" list to choose from, to better group/track discounts
    -Add filter to show only discounts with specific subject/reason.
    Some way to show the total # of discounts for a specific product category or instance.
    -Add filter to show only specific product categories

    Ryan (CTO, Pinellas Computers) commented  · 

    @Troy: Patiently waiting for this simple report so we can eliminate all of our "discount" line items and just use the drop-down discount area.

    Follow-up: I should have mentioned the discount feature should be robust enough to also track the user who added the discount; in the event they are different than the tech who created the actual line item.

    Extra: Would also be cool to have a discount reason code called "Other" which would pop a text field and allow the tech to make a short note if it didn't fit an existing reason code.

    PS. With the power of an "audit" report as I described, we would even be interested in making a reason code called "For Review - Tech Auth" so that regular techs could make a discount in the event of an emergency (no manager available, known authorized reason). Then
    our customers wouldn't be inconvenienced and we could quickly review these later.

    TL;DR: Make discounting as powerful and simple as it is at big-box stores!!!

    Ryan (CTO, Pinellas Computers) commented  · 

    PLEASE DONT MARKED THIS AS COMPLETE!!

    The new "discount report" is good to see, but looks much like the older detail reports that have been replaced with new summary reports that can be searched and filtered better.

    Can we look forward to a "discount summary report" where we can filter by product category, user who added the discount, and reasons for applying the discount?

    Ryan (CTO, Pinellas Computers) commented  · 

    Thanks for the feedback everyone! Also, agreed with @Jordey on a more thorough report to break down all the important details: (item price, discount amount, discount type, user who discounted, location).

    We're really trying to push for this idea getting implemented for several reasons:

    1. We want to eliminate all of our redundant "discount" line items in our account, since right now ANY user can add those line items and discount things. The new discount feature is security group based, so we can limit that to specific users only.

    2. We want to start making "fake discounts" on our computers (the same way BestBuy and other big box stores do) where we invoice for the computer's original total, and then "discount" it as discount reason code "On Sale" to add perceived value to the customer.

    RS: Along with this, it would also be very helpful for us to show the original price (with a strikethrough) on the invoice PDF - the same way it's shown on the web GUI. Again, perceived value matters to the customer! I think there's already several requests for additional pricing tiers. Maybe a tier for "MSRP", which would show with a strikethrough if our "Retail" price is less than the MSRP?

    Let's get some more votes and feedback so we can get this topic APPROVED and IMPLIMENTED!

    Ryan (CTO, Pinellas Computers) shared this idea  · 
  14. 84 votes
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    57 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    Hey everyone – we have added the “Sync to QuickBooks Online” bit for beta_testers, if you are not a beta tester currently, you will get this feature in a couple weeks. We are not accepting new beta testers at this time.

    For those of you that are beta testers, please visit QuickBooks settings in RepairShopr and select your Accounts Payable account for PO’s to sync to in QB and let us know here in the comments what feedback you have for it!

    Thanks!

    Ryan (CTO, Pinellas Computers) commented  · 

    14. (on my list). Please add the option for us to add Attachments to Vendors (to reference from POs)

    Ryan (CTO, Pinellas Computers) commented  · 

    No updates on this for a while. Some new requests:

    1. Please add the ability to "search" for existing POs without having to first filter the location and vendor. Our accountant needs to be able to perform a search without knowing which vendor or location the PO comes from. And Search should show any "found" result regardless of rather a filter is applied or not.

    2. Please allow automatic numbering for POs in the same fashion as Tickets, Estimates, Invoices, etc. We'd like the POs to be sequentially numbered following a starting number we choose.

    3. Please add a "Filter" button so we can change multiple filters without the system immediately refreshing in between each filter. This way we can make all our filter options and then "submit" the request.

    Ryan (CTO, Pinellas Computers) commented  · 

    @Troy - Also, please keep an eye on the ideas related to "Vendors" as many of them relate/intersect with POs. Guessing this might be the next big module to be updated?

    Ryan (CTO, Pinellas Computers) commented  · 

    @Troy - Still looking for lots of updates/feedback on all of these ideas from my post on 7/28/15 below. Are any of these ideas deemed "good/planned"?
    @Patrick - Thank you for the compliment on 11/16/15. I do try to come up with only universally good ideas. Sadly, only 3 of the 16 ideas I came up with got done :(
    @Curtis - I totally feel you on this, we experience that a lot. RS wants you to make "requests" instead of "issues/demands".
    @Gareth - I think you're reiterating my bullet point #3 below from my post on 7/28/15
    @Quinn - I'm experiencing the same issue with PO's getting ruined when I try to edit anything. Any luck editing anything?
    @Dave - Great idea on making links to inventory items. Simple and effective. +1
    @Matt - Thanks for the +1 on the default PO filter. The old auto-filter was very convenient...
    @Ralph on 11/5/15 - I think you're reinterating my bullet point #1 below from my post on 7/28/15
    @Matt on 11/9/15 - I think you're reinterating my bullet point #10 below from my post on 7/28/15

    1. Make the PO numbers use the same type of numbering scheme as tickets/estimates/invoices. Make it so we can set a 'starting number' and they would be sequential after that.

    2. Add an option to 'change' data in the PO details, such as the PO ship to location; much like you can do with tickets and invoices.

    3. Allow us to receive 'partial quantities' of line items on a PO. Right now, if I order 10 of a widget and only 5 come in the first day, I can't receive a partial quantity. And if I edit the quantity when receiving, it just changes the amount expected and the total price on the PO. It should allow receiving of 'all' or 'partial'.

    4. Allow us to track how POs have been paid. That way we can 'pay' POs with a virtual transaction flow, like this: Payment (at top of the PO) > Method (check, credit, paypal, etc) > Reference Number (enter check number or paypal confirmation number) > Confirm (PO will be marked as PAID with a stamp).

    5. Add cloud print option to POs, like it is on tickets/estimates/invoices.

    6. Move the buttons for 'email', 'receive items' and 'clone po' to the top with the rest of the buttons.

    7. Allow parts orders to be added to POs, rather than just inventory items. We often order both inventory and non-inventory items from a single vendor on the same order.

    8. Get RID of the current 'parts order' feature and replace that with 'create purchase order'. There are so many problems with it related to tickets and estimates. Purchase orders will clearly be superior once they support non-inventory parts.

    9. Make the audit log more informative, with actual information about products that are added/edited/removed, rather than just data about updated_at and product_ids.

    10. Change the layout/display of POs to LOOK the same as everything else. It should look much more like an invoice or ticket that it does currently. (show list of items the way it does on an invoice, etc)

    11. Need it set by default to "hide" PO's from locations you are not authorized to view.

    12. Reference to the "best" and "worst" cost for items being added to a PO, or otherwise a reference to the "upper/lower limit cost". That way we can make sure we're ordering within our target price range.

    13. Adjust the PO module to default to filtering all besides "Finished". The old way made sense because anything finished is kind of archived. It would make more sense to show only current/open POs instead of all.

    Ryan (CTO, Pinellas Computers) commented  · 

    Can you please adjust the PO module to default to filtering all besides "Finished". The old way made sense because anything finished is kind of archived. I know we can filter and set bookmarks, but it would make more sense to show only current/open POs instead of all. Thanks!

    Ryan (CTO, Pinellas Computers) commented  · 

    @Robert: Is the inventory system done being updated? I know you said that was being followed up with updates to the Purchase Order system, but now I see the iOS app is in progress before this. Here are some additional things we'd like to see:

    - Need it set by default to "hide" PO's from locations you are not authorized to view.

    - Reference to the "best" and "worst" cost for items being added to a PO, or otherwise a reference to the "upper/lower limit cost". That way we can make sure we're ordering within our target price range.

    - Support for multiple account numbers (for vendors who support multiple shipping/billing addresses. (Some vendors provide different account numbers for each location).

    - Show more Vendor information on POs. We need to see the sales rep, shipping rep, billing rep, multiple phone numbers, and multiple emails.

    Ryan (CTO, Pinellas Computers) commented  · 

    I agree and have TONS of ideas that I think would really add value to the PO system. Here are just some of the ideas:

    - Allow attachments to POs, such as a purchase receipt sent by the vendor after the order.

    - Make the PO numbers use the same type of numbering scheme as tickets/estimates/invoices. Make it so we can set a 'starting number' and they would be sequential after that.

    - Add an option to 'change' data in the PO details, such as the PO ship to location; much like you can do with tickets and invoices.

    - Allow us to receive 'partial quantities' of line items on a PO. Right now, if I order 10 of a widget and only 5 come in the first day, I can't receive a partial quantity. And if I edit the quantity when receiving, it just changes the amount expected and the total price on the PO. It should allow receiving of 'all' or 'partial'.

    - Allow us to track how POs have been paid. That way we can 'pay' POs with a virtual transaction flow, like this: Payment (at top of the PO) > Method (check, credit, paypal, etc) > Reference Number (enter check number or paypal confirmation number) > Confirm (PO will be marked as PAID with a stamp).

    - Add cloud print option to POs, like it is on tickets/estimates/invoices.

    - Add the option to 'delete' POs from inside of the PO, like you can with tickets/estimates/invoices.

    - Move the buttons for 'email', 'receive items' and 'clone po' to the top with the rest of the buttons.

    - Add an 'assigned tech' to POs to track who created / is in charge of the PO.

    - Allow parts orders to be added to POs, rather than just inventory items. We often order both inventory and non-inventory items from a single vendor on the same order.

    - Get RID of the current 'parts order' feature and replace that with 'create purchase order'. There are so many problems with it related to tickets and estimates. Purchase orders will clearly be superior once they support non-inventory parts.

    - Make the audit log more informative, with actual information about products that are added/edited/removed, rather than just data about updated_at and product_ids.

    - Change the layout/display of POs to LOOK the same as everything else. It should look much more like an invoice or ticket that it does currently.

    - More related to Vendors: Make Vendor profiles work like customer profiles, where the Vendor profile will reference all POs for that vendor (both open and closed), the amount of money spent with that Vendor, and payments that have been made to that vendor.

    - More related to Vendors: Allow attachments to Vendors, such as vendor contracts and agreements.

    - More related to Inventory: Make the 'blue airplane icon' reference which location has PO inventory coming in to it, and show the qty being shipped when hovering over the icon.

  15. 5 votes
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    3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    @Troy: I think this is finally done? Estimate/Invoice replies do post as customer-reply if linked to a ticket. Confirm?

    Ryan (CTO, Pinellas Computers) commented  · 

    PLEASEEEEEEEEEEEEEEEEEEEEEEEEEE!

  16. 29 votes
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    13 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    @Troy: Please don't forget about this :(

    Ryan (CTO, Pinellas Computers) commented  · 

    @Troy: Planned for 18+ months now. Any update?

    Ryan (CTO, Pinellas Computers) commented  · 

    @Othman: RIGHT?! Thank you for your agreement :)

    Ryan (CTO, Pinellas Computers) commented  · 

    "Wow, this is a really great idea!" -Everyone

    Ryan (CTO, Pinellas Computers) commented  · 

    Hey Troy. This has been almost a year. Pretty simple thing to add since the groundwork already exists. Could you please add these two simple boxes to the progress panel? Other posts showing this mockup have lots of positive feedback. Thanks!

    Ryan (CTO, Pinellas Computers) commented  · 

    I was just thinking about this idea again today. I had to guess and check the between 4 linked invoices to find the deposit invoice. And another time I had to scroll like 5 pages just to see the tech that did the diagnosis. I'm like OHMERGAWD I RELE WAAAAANT IT! :) :) :)

    Ryan (CTO, Pinellas Computers) commented  · 

    VICTORY!

    Ryan (CTO, Pinellas Computers) commented  · 

    This is seriously my best mock-up. Please approve it. Please.

    Ryan (CTO, Pinellas Computers) shared this idea  · 
  17. 159 votes
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    63 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    @Farook: Yep, still a limitation...

    Ryan (CTO, Pinellas Computers) commented  · 

    It's been a year since the last enhancement to this topic. Can we please have some of the "more to come" soon?

    Ryan (CTO, Pinellas Computers) commented  · 

    @Troy: No update on this in 9+ months. Can you give us an idea of what's next?

    Ryan (CTO, Pinellas Computers) commented  · 

    71 current votes, over 100 lifetime votes. Can we get something for contact "association" and email/phone "titles" already? Thanks.

    Ryan (CTO, Pinellas Computers) commented  · 

    I wouldn't hold your breath @david. This has been top 10 voted for a year and a half and still the only thing added has been multiple addresses. Other topics seem to keep getting prioritized over this, even though the CRM a backbone feature of the RS system. Chuck, Matt and I have all but given up on this...

    Ryan (CTO, Pinellas Computers) commented  · 

    @Aaron: Right, but this one was made almost a year prior to that one. I'd say that post you're mentioning is more related to this on from back in May 2015:
    http://feedback.repairshopr.com/forums/165658-general/suggestions/7182891-ticket-comment-area-revamp-seriously-time-for-wysiwyg

    Ryan (CTO, Pinellas Computers) commented  · 

    Hi Troy,

    Thanks for the responses. This is an even bigger deal to us now, as we just became contracted by the biggest electronics rental company in our area. They have 7 locations; each with a separate phone number, email and address, with different contacts per location, but all a single point of contact for billing. I'm still not seeing the functionality that I think would help most. There's no clear and easy way to do any of the following as of right now:

    Link a phone number to a specific email address or street address.
    Flag that a sub-location must be specified when making tickets.
    Title the phone numbers better than "Office". They're ALL office numbers, but which office?
    Sub-addresses are separate from sub-contacts? Isn't that even LESS organized?

    I feel like the goal of this topic was to help link and organized contacts/phone/emails. Instead, we're even further from being able to show what contact information goes with which location. There's absolutely no way to show that Location "13852" uses phone number "555-4200" and is managed by the contact "Ronnie Smith" using the email "tampa@rentalking.com".

    I feel like nothing really has a "place" because it still needs to be rebuilt from the base up; not just have things patched in. What else can we (the users on the forum) help answer to make this more functional? This is starting to feel like a lost cause for me :(

    Ryan (CTO, Pinellas Computers) commented  · 

    Just noticed the multiple addresses feature. Is there going to be a way to do any of the following:

    1. Pick an existing address for appointments, assigned contacts, snail mail, etc.
    2. Show that there are additional addresses up where current phone numbers / addresses are.
    3. Assign/view a site "name" for additional addresses (Warehouse, Headquarters, Retail, etc)
    4. ^ Same thing for the primary address. Set the location type/name.

    I'm worried that additional addresses are going to become "sub-addresses", and will turn out just like sub-contacts where everything is patched in, instead of all the data being equally visible and able to select/assign from any module.

    Ryan (CTO, Pinellas Computers) commented  · 

    Hi Troy, I don't understand the logic here and I'm very beside myself on your most recent update.

    This was the #1 most popular feedback submission for almost 2 quarters and is still top 10 even after 9 months. I came up with simple and effective solutions for every single problem users are experiencing in the entirety of the CRM functionality of RS. Every single user who voted for this gave me nothing but excellent feedback and praise for the implementation ideas on this.

    Now, after 6+ months of saying it's coming, it's not going to be done "fully as described"? Why not? What is the point of voicing feedback to hundreds of users, getting all of their approval, and giving them all an opportunity to add/discuss other ideas, if it's not going to amount to anything more than "maybe we'll be able to help with some additional things mentioned". Seriously?

    I would understand more if there were other/conflicting ideas, or something else this would clash with; but there's not! This is a major issue in the underlying infrastructure of RS and everything is effected by it for the worse. How is anything less than a complete overhaul even close to reasonable? PLEASE reconsider your opinion on this and listen to the 100+ users that have voted/re-voted this topic. That's the whole point of having Uservoice, right?

    Otherwise, I literally can't even..

    Ryan (CTO, Pinellas Computers) commented  · 

    Hey Troy, it's been 3 months since the last update on this. I know this is a major update that everyone is looking forward to. Can we have an update?

    Ryan (CTO, Pinellas Computers) commented  · 

    Hey Troy,

    It's been two and a half months since your last update; is there any news on this? I'm assuming that since the status is still "Planned", the dev's are still finishing up other projects. Being that this was the #1 post on the "Hot" list of the forum for about 3 months, really anxious to see some of these features come to life. Looking forward to seeing this in "Started" status...

    Thanks,

    Ryan (CTO, Pinellas Computers) commented  · 

    One of my tech's just told me to yell about this not being done yet. For real... http://i.imgur.com/yiEEhXV.jpg

    Ryan (CTO, Pinellas Computers) commented  · 

    VICTORY!

    Countdown from 60 days begins now...

    Ryan (CTO, Pinellas Computers) commented  · 

    @Greg - Thanks! Like I said, I spent a month drawing up all the details and then a good 3 hours transcribing it all with mock ups.

    @Tim - I figured AutoTask and ConnectWise probably had it set up like this, but I've never had the chance to use either. If you were a former user, could you perhaps take some screenshots and draw over some of their key features you'd like to add to this post? Thanks!

    @Neal - Feeling your pain :/

    @Chuck, @Kevin, @Matt - Crossing fingers...

    Ryan (CTO, Pinellas Computers) commented  · 

    @Tim - Love it
    @Matt - Thanks!

    There's multiple topics on the feedback forum that are mentioning overlapping issues that this would fix. From "Allow duplicate email address between customers" to "Separate Tabs for Customers/Businesses" to "Expanding the Contact Module" and more...

    Let me know if you guys have anything else to add to this idea.

    Ryan (CTO, Pinellas Computers) commented  · 

    @Tim - Wow! That's another issue I never even thought of that would definitely be fixed with this. There are so many things that are limited by the current sub-par sub-contacts feature that will be improved once it is upgraded.

    @Everyone - If you see any other topics on the feedback forum that may be remedied by this post, please link them here so they can vote to get this implemented ASAP.

    Ryan (CTO, Pinellas Computers) commented  · 

    @George - Definitely. Like I said, this is after hour and hours of revisions and mock-ups. I tried to take what was great about other products like ConnectWise and SalesForce, while keeping the simplicity and scalability that RepairShopr offers. Thanks!

    Ryan (CTO, Pinellas Computers) commented  · 

    ***** CONTINUATION OF “STAGE 2” (ran over text limit) ******

    STAGE 2 - Phone number and Email address – “POSITION” and “CLASSIFICATION”:

    Problem: Currently, phone numbers have no way to specify what the “best” contact number is. Sure, you can set an Office, Mobile, Home, Other; but which one does the customer prefer? I have no idea! (http://i.imgur.com/9NCKBET.jpg) And as far as email addresses – forget about it! Oh, add another email account? Sorry, I’ll have to make another “identity” as a sub-contact, just to have a place to enter another email address. Ugh!

    1. Phone numbers should be specified with a preferred order – primary, secondary, etc. Heck, after primary and secondary, it would be fine to just have “additional”. It’s just a matter of not calling 3+ different numbers in an attempt to “guess” which phone the customer is most likely to answer.
    2. The phone “type” should be a descriptor, not a sort mechanism. Since you specify position of preference with “primary” and “secondary”; the phone type is really just a supporting detail. It should come after the phone number, just so you know what type of phone you’re calling. In all honesty though; who cares? If the customer said “this is my best contact number”, then I don’t care if it’s a satellite phone – either way I’m calling it first! Examples:

    Primary Phone 727-545-7462 Mobile
    Secondary Phone 727-868-0201 Office
    Additional Phone 1 727-391-4611 Home
    Additional Phone 2 727-391-4612 Fax

    3. Having phone numbers in a specified preference would do wonders for using {{tags}} in templates. Because right now you can only call specific phone “types” – there’s the issue of not knowing what customers will have a {{mobile_phone}} or others that will just have an {{office_phone}} (which isn’t even an option!). Maybe they have two phones both classified as {{office_phone}} – Oh no! How much easier would this be: {{primary_phone}} {{secondary_phone}} {{additional_phone_1}} {{additional_phone_2}} etc. AMAZING!
    4. Easily scalable, and reasonably easy to convert – just make all current “Phone” numbers become “Primary Phone”, and set “Mobile” as “Secondary Phone” or “Additional Phone”. It will need some cleaning up, but it will be so much better for future organization and feature changes/additions.
    5. So that’s all great, but now scale it – MULTIPLE EMAIL ADDRESS SUPPORT WITH POSITION PREFERENCE! Exact same concept as the phones: {{primary_email}} {{secondary_email}} {{additional_email_1}} etc. Examples:

    Primary Email rmack@mail.harvard.com Personal
    Secondary Email robert.mack@macklaw.com Business
    Additional Email 1 mackrob@gmail.com Home
    Additional Email 2 mackalice@gmail.com Spouse

    6. This would be extremely easy to convert – just set all current email addresses as “Primary Email” and then it just scales from there.

    Closing: I have seriously spent A MONTH OF BRAINSTORMING and 3 HOURS OF TYPING writing this up tonight and making mock-up images. PLEASE consider this seriously. It is absolutely superior to the current contact storage/organization system. I know it’s a good bit of work, but it WILL make things easier in the future and more flexible for adding new features. THIS IS THE BOTTLENECK that is putting the friction on moving forward with other projects. I cannot help any more than this.

    RS Users: PLEASE VOTE FOR THIS! IT’S GENIUS! For the love of God, PLEASE!

    Ryan (CTO, Pinellas Computers) shared this idea  · 
  18. 119 votes
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    planned  ·  27 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    Hey everyone,

    I recently made a new topic regarding overall improvements to the Contacts system as a whole. My ideas cover lots of revisions, and (I feel) would solve the issue you're facing - while not requiring "duplicate" contact information to be entered. Please check it out here and vote if you agree:

    http://feedback.repairshopr.com/forums/165658-general/suggestions/7054883-the-100-perfect-solution-for-having-multiple-phone-numbers-and-email-addresses-instead-of-using-sub-contacts

  19. 45 votes
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    6 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    I think an internal policy could accomplish this just fine. For instance, we only book appointments in 3 hour blocks to account for travel time; as our appointments are often only 1-2 hours.

  20. 110 votes
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    10 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan (CTO, Pinellas Computers) commented  · 

    Definitely like the idea. Can you add more detail to how it would function @Ken? Like, specified items would be recommended to add, based on existing items on the estimate (prompt for AV software if Virus Removal service is present, etc.)

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