Ryan (CTO, Pinellas Computers)

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    Ryan (CTO, Pinellas Computers) commented  · 

    Hi Scott,

    I just came across this post and noticed it includes things I covered in a post I just made an hour ago. It sounds like you're talking about an "audit history" that can be used to see ALL relevant information across multiple tickets. This is a two part issue:

    1. All info/details related to a single ticket, including external information from other modules.
    2. All info/details related to the customer, like in the communication log, but with more things like estimates/invoices emailed, comments made, etc.

    Here is the post I just recently made. Does it overlap some of what you're looking for?:
    http://feedback.repairshopr.com/forums/165658-general/suggestions/11098602

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

    Hi Lee,

    This has already been voiced on multiple feedback posts. Please vote for those instead of creating a new post to help drive up the demand:

    http://feedback.repairshopr.com/forums/165658-general/suggestions/6395548-allow-customers-to-customize-labels

    http://feedback.repairshopr.com/forums/165658-general/suggestions/7139370-different-size-labels

  3. 7 votes
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    Ryan (CTO, Pinellas Computers) shared this idea  · 
  4. 14 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    @Troy: With the new HUD bar and real-time notifications, perhaps this can now be done? I love the idea of making call names like @Ryan go to specific techs, and even the idea of hashtags for locations/groups like #Store1 or #locationB.

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    Ryan (CTO, Pinellas Computers) commented  · 

    Hey Mark,

    I completely agree. Ideally, we'd like to make RS our ONLY system we use in the stores. Currently, switching between Outlook/365, then over to Quickbooks, then over to Skype, then back to RS is hugely cumbersome. While there will always be a need for tools like Outlook and Skype, we'd like all INTERNAL communication/ticketing/project work to be done exclusively through RS.

  5. 3 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    I think this would be better suited for individual techs with an @ sign (like @Ryan or @Troy). Hashtags should be used for groups or ideas (like channels in Slack). I think the @ call for techs would be great in the app, and if you have Slack integrated, have a way to post direct messages with @ calls.

  6. 1 vote
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    Ryan (CTO, Pinellas Computers) commented  · 

    @Robert - Following up on your comment from 12/26/13:

    Vendors is becoming such a big part of operations now that POs are being updated. If you think about it, workflow on the "back-end" works like this: Vendors >fulfill> Purchase Orders >using> Inventory >onto> Estimates/Invoices. As such, I truly think Vendors will soon deserve it's own module and toolbar icon on the top of the app.

    The idea of having a fully featured database just for vendors and contractors, with all the features of customers (attachments, invoices, linked contacts, etc) is amazing. Many of our vendors have multiple account numbers, phone numbers, separate reps for sales/support/shipping/etc.

    Any chance this is coming after the PO module is finished updating? :)

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    Ryan (CTO, Pinellas Computers) commented  · 

    @Robert: The answer to your question about this showing in the Customers section is "no". Vendors need to be in a separate section like they are now, but should have all the same features that the Customers module do. Is it possible to revamp the Vendors module along with the Purchase Orders module? They are very related...

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    Ryan (CTO, Pinellas Computers) commented  · 

    @Kevin - I totally didn't notice this post before making this: http://feedback.repairshopr.com/forums/165658-general/suggestions/7084860-upgrade-account-detail-type-for-employees-and-vendors

    Is this similar to what you were thinking? The main feature I wanted was the internal RS CID lookup, which is where my idea stemmed from...

  7. 8 votes
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    planned  ·  9 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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    Ryan (CTO, Pinellas Computers) commented  · 

    @Rob - That's the same post.

    Related to this, two great ideas:

    1. Put some active content a tracking tag in emails to the customer, so we can tell if they email has been viewed.

    2. Deleted ticket comments should not "disappear" completely. They should instead be edited to show a strike-through. This would make them not print on paper/PDF, and would not be visible in the customer portal; but it would still be known that it was emailed/visible at one point. We may not know if they saw it so we can't just pretend it never happened.

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    Ryan (CTO, Pinellas Computers) commented  · 

    Similarly, it would be awesome to be able to see if customers have viewed certain items in their customer portal. There's another thread where a user mentioned putting a small eyeball icon next to tickets, estimates and invoices to signify if the customer has clicked and viewed it yet.

    Same thing goes for emails that are sent out. There could be a small line of code that loads a pixel file which could relay to the ticket if the email sent was read by the customer. Then you could put the little eyeball icon on the ticket comment line so we can tell if the customer has read it yet.

    Genius!

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    Ryan (CTO, Pinellas Computers) commented  · 

    I agree that the little blue envelope icon would be sufficient, but I think it would be a lot more intuitive and easy to understand at a glance if the entire comment line was highlighted; kind of like the yellow highlighted private comments.

    Green could mean it was emailed to the customer, yellow could remain for private comments, and white could be public comments that were not emailed. Maybe even Green yellow and red to signify if it was sent, not sent, or private.

  8. 4 votes
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    Ryan (CTO, Pinellas Computers) supported this idea  · 
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    Ryan (CTO, Pinellas Computers) commented  · 

    @Martin - I was just about to post this and found your post in the "suggested results" - AWESOME!

    I love this idea and the "checkbox to activate" is even better than my original thought. What I would suggest is showing the original price on the invoice, and having it crossed out with strike-through so the customer can see what they would normally pay.

    For this, I would also recommend adding another price box to inventory items - MSRP. This is something I've always liked about receipts in department stores. They ALWAYS show the MSRP price, and it's almost always crossed out with strike-though to show me that I'm getting all of those savings. Subconsciously, it makes me feel special. Then, the MSRP price would always show with a strike-though, with the normal price (or On Sale price if the checkbox is ticked) on each line item.

    Lastly (and just because it's related to the fields in inventory items) I'd like to again mention the idea of adding "best cost" and "max cost" fields to items. That way we can know if the item is outside our target buying cost. There's no way we can remember what we'd like to aim for on costs, since the current PO system updates the cost to the average across all POs.

  9. 2 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    Also, a current bug with this feature: If multiple POs exist for a single item, the blue airplane icon only links to the newest PO. There's no way to reference that multiple POs exist with that item.

    Further, is there any way to show the quantity of items that are "in transit" next to the "on hand" quantities so that we can see if we'll have enough, or need to order even more?

    Ryan (CTO, Pinellas Computers) shared this idea  · 
  10. 3 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    Great idea @Mikel.

    We're not even an MSP and this still sounds like a convenient idea. Good call!

  11. 3 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    Definitely needed for big chain accounts. Great idea @Anonymous!

  12. 5 votes
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    under review  ·  3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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    Ryan (CTO, Pinellas Computers) commented  · 

    @Keith: I don't fully understand how this would work, but I love the sound of it. Could you please elaborate when you get a chance? Thanks!

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    Ryan (CTO, Pinellas Computers) commented  · 

    This should be accomplished with the upgrade to the Contacts module, supporting linked companies and linked contacts.

  14. 10 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    We also would love to see integration with some type of EFT/E-Check service (preferably Auth.net since we use them for CC already). From what I understand, the rates are similar to Debit cards, which are extremely low. Please add this!

  15. 1 vote
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  16. 1 vote
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    Ryan (CTO, Pinellas Computers) commented  · 

    Hi Mike,

    Do you think this topic related to expanding the customers/businesses module would accomplish this? When describing it, I mentioned companies with multiple locations having "linked" accounts/locations that would do this. This would allow you to have a separate account/information/details for each location; all while having them all contained in one master "container" business account.

    http://feedback.repairshopr.com/forums/165658-general/suggestions/7054883

    Let me know what you think...

  17. 84 votes
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    planned  ·  26 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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    Ryan (CTO, Pinellas Computers) commented  · 

    Shout out to @Daniel

    I think this kind of ties into a previous request I made for "Deleted tickets/invoices/etc":
    http://feedback.repairshopr.com/forums/165658-general/suggestions/6354661

    Also, this recent one about audit reports for deleted/voided items:
    http://feedback.repairshopr.com/forums/165658-general/suggestions/8780491

    What do you think?

  18. 3 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    Hey guys, I added a new thread with a thorough list of new/additional security levels. Please let me know if I am missing anything in the ticket section:

    http://feedback.repairshopr.com/forums/165658-general/suggestions/8782738

  19. 3 votes
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  20. 0 votes
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    Ryan (CTO, Pinellas Computers) commented  · 

    Agreed! Actually, my idea was to include the current tech first name, followed by a dash, followed by the business name. Example: Ryan – Pinellas Computers

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