Greg Williams

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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Greg Williams shared this idea  · 
  2. 6 votes
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    planned  ·  5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Greg Williams commented  · 

    This is a good idea, we use custom fields a lot

    We would like to be able to choose the number of columns to display on the Customer Details screen (our preference is one column) and the ability to sort the fields so that our most important information is at the top of the screen.

    The content of the custom fields, which are presently at the top which is good, tends to push all of the other fields around so that (for example) the Assets and Ticket fields swap from one side to the other.

    One more request would be to make the field headings (again say Assets and Tickets) a little bolder font so that it is easier to pick the headings out of the regular text.

    The customer detail screen is a really good resource, we are finding as we add tickets, invoices, assets etc it is becoming a very useful resource on a day to day basis. So the core design is great and if we can get some aesthetic changes made that would be fabulous

    Greg Williams
    Lincoln Computer Centre

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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Greg Williams shared this idea  · 
  4. 166 votes
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    63 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Greg Williams supported this idea  · 
    Greg Williams commented  · 

    Wow, this is a fabulous post, I was pondering coming up with a recommendation along almost exactly the same lines but I don't think I could have said it so well!

    I agree that a client should be a container where we get to nominate the "account name" whether it is a business or a private individual (or couple for that matter) and then choose the contacts who belong to that container whether or not they already belong to other containers Ie we have customers who deal with us as an indvidual, as a contact for a business or other organisation and often they also act for a social group or sporting club so we have the same person in our database multiple times. It would be heaven on a stick to be able to cross-link to all of the organisations a contact is connected to.

    I also agree that that a massive re-write of the client module but we too would see this as a crucial next step

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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
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  6. 1 vote
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Greg Williams shared this idea  · 
  7. 90 votes
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    34 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    This is more like, additional people can subscribe/follow for updates right?

    You can’t “assign” something to more than one person..

    Would “follow” with notifications get you what you are after?

    Greg Williams commented  · 

    This is a very good suggestion. It is quite common for us to have more than one tech working on a job, particularly where we sell a new computer and one tech does the initial computer build and setup and a different tech does the workshop data transfer and then another tech goes on-site. We can use calendar appointments as a workaround but in terms of each tech's dashboard & workflow, multiple techs per job is essential

    Greg Williams supported this idea  · 
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    under review  ·  0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
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  9. 21 votes
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    19 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Greg Williams commented  · 

    We have just switched from WorkflowMax to Repairshopr for a number of very good reasons, however WorkflowMax has this setting, you can choose to push the invoices straight through to Xero or you can have them go to drafts for final approval by our accounts department. So the option in Preferences would be excellent. We discovered this when we were trying to understand how the serialised inventory works and I was surprised to find that the serial number is allocated at the time of invoicing rather than at the time the serialised inventory item was added to the ticket. The Repairshopr help screens suggest that changes to an invoice in Repairshopr will be fed through to the changes in Xero, we have not tested how this works yet but that is a nice feature if it works as we expect from the help screens. The draft invoice option is very important to us in terms of managing what goes into Xero so we would see this feature as a priority.

    Greg Williams supported this idea  · 

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