Ryan (CTO, Pinellas Computers)

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  1. 3 votes
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      1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
      Ryan (CTO, Pinellas Computers) commented  · 

      @Andre: You can use "Payments - Clear/Unapply" for this (see Admin>Security Groups). After you clear a payment from an invoice, you can edit the invoice line items, and then re-apply the same payment without refunding or deleting it. You can see the option to clear payments when you click on the date next to the payment on invoices.

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

        Any update on this idea? We're updating our inventory counts and all locations have a "low stock" alert because of our locations that don't carry inventory. Also, another option would be to allow us to set default stock/reorder quantities.

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

          Basically stated, please remove 'payment details' from the 'Editing Invoice' Screen

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

            I is out of votes but this is a good idea :(

            Ryan (CTO, Pinellas Computers) shared this idea  · 
          • 37 votes
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              6 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
              Ryan (CTO, Pinellas Computers) commented  · 

              Another related upgrade request for Refurbs: Please allow us to specify a “price override” for the refurb, BEFORE it is added to inventory. Then we won't need to give everyone permission for price overrides to EVERYTHING. Thanks!

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

                I was just about to write this up myself. Great idea!

                We're looking for functionality to allow global admins (and other users as part of a security group level) to LOCK/FREEZE many different types of RS documents. This would include Invoices, Tickets, Estimates, Purchase Orders, etc. It could work a lot like the "Finalize" option in Ticket worksheets, where once it's locked, only users with "Manage" permission could unlock it for modifications :) The lock/freeze option would go perfectly in the Actions drop down menu.

                And on a similar topic, adding the option to make an invoice a DRAFT (the same way you can with Estimates) would help with modifications before they are ready to go live. Thanks Troy!

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

                  This would be nice :)

                  Ryan (CTO, Pinellas Computers) shared this idea  · 
                • 7 votes
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                    under review  ·  3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                    Ryan (CTO, Pinellas Computers) commented  · 

                    Just came across the new Ticket Automation section in Admin. This looks like it could be the answer to my long existing chain of requests for "custom status triggers". I can see this will allow us to update ticket statuses based on several conditions. I just need a condition for "Ticket comment-type made" and I'd be content to close that request thread! Then I can do this:

                    IF: Ticket comment (is) "Diagnosis" THEN: Change status (to) "Waiting on Customer"
                    IF: Ticket comment (is) "Approval" THEN: Change status (to) "In Progress"
                    IF: Ticket comment (is) "Completed" THEN: Change status (to) "Invoiced"

                    It might also make sense to remove these default triggers you have on the back end and set them as customizable defaults added into the Ticket Automation section:

                    IF: Ticket comment (is) "Parts Order" THEN: Change status (to) "Waiting for Parts"
                    IF: Ticket comment (is) "Parts Arrival" THEN: Change status (to) "In Progress"
                    IF: Action occurs (is) "Invoice Created" THEN: Change status (to) "Invoiced"

                    Ryan (CTO, Pinellas Computers) commented  · 

                    Hi Jesse,

                    Thanks for that insight. We were actually looking at CW before we settled on RS. I'm pretty sure Robert/Troy know of CW, since it's similar in their industry. Hopefully RS can "mimic" some of the great features of CW.

                    PS. The RS team has all of your contact info in their database, so you don't need to post your private email/phone here if you don't want to (spam/crawlers?)

                  • 1 vote
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                      3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                      Ryan (CTO, Pinellas Computers) commented  · 

                      @Admin: This is completed via the {{ticket_subject}} tag

                    • 0 votes
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                        0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                        Ryan (CTO, Pinellas Computers) shared this idea  · 
                      • 2 votes
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                          4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                          Ryan (CTO, Pinellas Computers) commented  · 

                          Any updates on progress for sub-contacts, positions, attachments, left-nested admin menu, and the communication log “more” filter?

                          Ryan (CTO, Pinellas Computers) commented  · 

                          CID lookup is now working.
                          Any update on adding the #/# and $/$ stats to the top?
                          Also, can we kill the left side menu list that takes up valuable width when viewing a vendor detail?

                          Ryan (CTO, Pinellas Computers) commented  · 

                          Thank you for updating the general "feel" of the vendors detail view. It's definitely nice having all the PO data and communication logs all in one place.

                          However, I was upset to see that the inferior sub-contacts module was used instead of a proper multiple-contacts module which has gained critical acclaim on the forum. There is still no way to identify what each contact is for (sales rep, owner, customer service, shipping, returns, etc) nor is there a way to enter extensions or phone descriptors.

                          Additionally, vendors still doesn't appear to work with PBX CID lookup. And with sub-contacts, even then it will only work with the main phone number and not with sub-contacts.

                          Finally, any reason to not add the remaining account features to make the vendors module complete: stats at the top (##/$$), attachments, change history, payments, etc?

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

                            Please redirect all votes for this to this similar topic with more votes: http://feedback.repairshopr.com/forums/165658-general/suggestions/9707706

                          • 0 votes
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                              0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                              Ryan (CTO, Pinellas Computers) shared this idea  · 
                            • 10 votes
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                                planned  ·  5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                Ryan (CTO, Pinellas Computers) shared this idea  · 
                              • 3 votes
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                                  1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                  Ryan (CTO, Pinellas Computers) commented  · 

                                  This isn't something RS can do. This is more of a request for Kabuto. Please delete this and add it to Kabuto's feedback.

                                • 0 votes
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                                    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                    Ryan (CTO, Pinellas Computers) shared this idea  · 
                                  • 0 votes
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                                      0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                      Ryan (CTO, Pinellas Computers) shared this idea  · 
                                    • 16 votes
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                                        2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                        Ryan (CTO, Pinellas Computers) commented  · 

                                        I personally HATE the mix of customer work and internal/refurb work. I want refurbs to have all the same benefits of tickets, but not to get mixed up. This is a good idea, so long as they are clearly marked as different than customer work in EVERY way.

                                      • 11 votes
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                                          10 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

                                          We are going to put ticket comments in the communication log, hopefully that helps this one. Let us know if you really want the new manual log entry after this..

                                          Ryan (CTO, Pinellas Computers) commented  · 

                                          YES! All of our communications are belong in the log. @Troy - DO IT!

                                        • 0 votes
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                                            0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                            Ryan (CTO, Pinellas Computers) shared this idea  · 

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