Ryan (CTO, Pinellas Computers)

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    Ryan (CTO, Pinellas Computers) shared this idea  · 
  2. 1 vote
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    Ryan (CTO, Pinellas Computers) commented  · 

    This makes sense, and I agree.

    It’s worth noting: if you use serialized inventory, you are able to select serials (from another location), without being logged into said location, so long as you have permitted access in security groups.

  3. 3 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    This makes sense. As I’ve suggested several times - I think all “lists” and other programmable options should be re-arrangable.

  4. 1 vote
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    Ryan (CTO, Pinellas Computers) commented  · 

    RS is not intended to replace or improve payroll or accounting. It’s more of a sales, service, marketing and inventory system. Specialized features like this are best left to your (hopefully integrated) accounting software.

  5. 1 vote
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    Ryan (CTO, Pinellas Computers) commented  · 

    Great idea!

  6. 23 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    We stopped caring since we couldn't get this. Would love to re-add so soon as we can show segregated categories for "shop disposal fee" and "misc tax" fields. Right now we're paying around 2.10% effective - last year paid $20K in merchant fees :0

    Ryan (CTO, Pinellas Computers) shared this idea  · 
  7. 91 votes
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    under review  ·  20 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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    Ryan (CTO, Pinellas Computers) commented  · 

    I believe this is now solved according to the updated KB:
    https://feedback.repairshopr.com/knowledgebase/articles/254824-pbx-integration

    Please correct me if I'm wrong, as I'm in the process of testing a migration of our PBX from Elastix to 3CX this week!

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  9. 24 votes
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    under review  ·  18 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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    Ryan (CTO, Pinellas Computers) commented  · 

    ALSO: Need to break the "Line Items" security groups across these 3 types:
    Estimates
    Invoices
    Recurring Schedules

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    Ryan (CTO, Pinellas Computers) commented  · 

    Recurring Tickets – List/Search
    Recurring Tickets – View Details
    Recurring Tickets - Create
    Recurring Tickets - Edit
    Recurring Tickets - Delete

    PLEASE! ANY update of ANY kind?

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    Ryan (CTO, Pinellas Computers) commented  · 

    Can these please be updated/organized/fixed?

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    Ryan (CTO, Pinellas Computers) commented  · 

    @Tim & Eric: Agreed on both points. Please add any additional permissions you'd like to see as well.

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    Ryan (CTO, Pinellas Computers) commented  · 

    Products - View Details

    This would be a really great permission level so standard techs could view the specific prices/serials for serialized inventory items. The only place the price/serial is viewable is in the product details page, which we have locked off to hide cost and to disable users from editing price/details.

    Thanks!

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    Ryan (CTO, Pinellas Computers) commented  · 

    Hi RS. Still very eager for any form of upgrade on this topic. There have been a plethora of new features added and having a security setting for them is CRITICAL! I think just an hour of TLC on security groups would be greatly appreciated by all RS users. Some new ideas on this:

    1. Now that 'Credits' appear to be upgraded to the customer account, it could use it's own set of permissions (including migrating Block Hours out of 'Customers'):
    >Credits - Add
    >Credits - Edit Block Hours
    >Credits - Apply to Invoice
    >Credits - Delete

    2. Other modules we'd like to lock down with security privelages:
    >AutoPrintr - Authenticate (their locations)
    >AutoPrintr - Authenticate (all locations)
    >Customer Purchases - List/Search
    >Customer Purchases - View Details
    >Customer Purchases - Create
    >Customer Purchases - Edit
    >Customer Purchases - Complete Purchase
    >Customer Purchases - Delete
    >Refurbs - List/Search
    >Refurbs - View Details
    >Refurbs - Create
    >Refurbs - Edit
    >Refurbs - Add to Inventory
    >Refurbs - Delete

    3. Other permissions that would be helpful for financial security:
    >Allow Usage of Discount Type - (dropdown list of discount "codes" for invoices)
    >Allow Usage of Payment Type - (dropdown list of all payment types)
    >Payments - Edit (eg. change type from cash to check)
    >Products - Delete (serialized inventory stock)

    We'd really appreciate a quick look at this. Thanks!

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    Ryan (CTO, Pinellas Computers) commented  · 

    Additional permission that would be hugely appreciated:
    Canned Responses - Create
    Canned Responses - Edit
    Canned Responses - Delete

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    Ryan (CTO, Pinellas Computers) commented  · 

    @ILAN - Thank you for your feedback. I do my best to input a good 4-8 hours of feedback per month. One day RS is going to pro-rate my account for how much value I've helped add to their product ;)

    @RS - Just wanted to reiterate that we need the ability to have view product DETAILS (like cost/price), but NOT EDIT those details. This is needed because some features are only visible from with inside the actual products detail page (like product label PDFs). So, please make sure both of these permissions exist separately:

    Products - View Details
    Products - Edit Details

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    Ryan (CTO, Pinellas Computers) commented  · 

    Hey guys, hoping for a positive update on this to Planned or Started :)

    This would be a MAJOR help for us right now. As a global admin, I'm finding the only times I'm being bothered for help in the system are by managers who need access to security features that aren't currently available. If we can just get some final security options set, it would greatly help our managers be more effective in having control of what they need to manage.

    Specifically, these are some issues and solutions we're experiencing DAILY:

    "I need to un-apply a payment to modify an invoice that has been paid" : Payments – Edit
    "I accidentally sent a ticket update to the wrong customer" : Ticket Comments - Strikeout
    "Someone marked this payment as cash when it was paid by check" : Payments - Delete
    "I made my PO at the wrong location and need to fix that" : Purchase Orders - Edit

    And one more great privilege level for ALL of the above categories: " - View Change History Log"

    Any expediting we can do on this topic would be extremely appreciated. These are obviously features that are going to happen; so the sooner they happen, the better. :)

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    Ryan (CTO, Pinellas Computers) commented  · 

    In relation to the below security groups, they should not fully "delete"; but should instead show with a strikeout over the text. This is because public comments are email/posted to the customer portal (and may have been seen by the customer), but are no longer visible in the ticket PDF or customer portal.

    In the future, we should be able to fully delete any private/internal comments, and only strikethough any public/emailed comments. There are even more possibilities if one day we make read receipts in the customer portal and emails that are sent.

    Ticket Comments – Delete (only ‘their’ comments) --- strikethough if public/emailed
    Ticket Comments – Delete --- strikethough if public/emailed

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    Ryan (CTO, Pinellas Computers) commented  · 

    Additional security group as per recent forum posts:
    "Ticket Custom Fields - View Audit Logs"

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  10. 12 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    Please delete this request and move your vote to this topic related to a mass of security group update requests: http://feedback.repairshopr.com/forums/165658-general/suggestions/8782738-update-add-permissions-to-security-groups-complet

  12. 8 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    Please delete this request and move your vote to this topic related to a mass of security group update requests: http://feedback.repairshopr.com/forums/165658-general/suggestions/8782738-update-add-permissions-to-security-groups-complet

  13. 1 vote
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    Ryan (CTO, Pinellas Computers) commented  · 

    Please delete this request and move your vote to this topic related to a mass of security group update requests: http://feedback.repairshopr.com/forums/165658-general/suggestions/8782738-update-add-permissions-to-security-groups-complet

  14. 0 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    Please delete this request and move your vote to this topic related to a mass of security group update requests: http://feedback.repairshopr.com/forums/165658-general/suggestions/8782738-update-add-permissions-to-security-groups-complet

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    Ryan (CTO, Pinellas Computers) commented  · 

    @Troy @Robert @Admin - Close?

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    Ryan (CTO, Pinellas Computers) commented  · 

    Hi Andrew! This looks like a duplicate of another post I already requested (and ended up solving). Please see here for more details: http://feedback.repairshopr.com/forums/165658-general/suggestions/6989005

  17. 4 votes
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    Ryan (CTO, Pinellas Computers) commented  · 
  18. 47 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    Yes please. I've had several clients unable to use payment portal because their browser ID's it as dangerous. Calls about it all the time.

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  20. 1 vote
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    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.

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