Feedback and suggestions

  1. Credit Note State box coloured Red

    Colour the State Box (top right) background Red just to highlight (remind) me it's a Credit note.

    16 votes
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  2. 3 votes
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  3. 2 votes
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  4. 1 vote
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  5. Email from preview window using email list

    When emailing from the preview window, the primary email address is automatically added as a recipient. Can we choose to use the customer's email list as the recipients, without having to copy from the customer details before running the report, and then pasting

    1 vote
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  6. 1 vote
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  7. Would like a report similar to Booked In by start date, but showing job total value

    To see the value of jobs for a due date we can use Booked In Jobs detailed with values, but there is no report to see values of booked in jobs started on a specified date or date range

    1 vote
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  8. 1 vote
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  9. Automatically include credit notes in IDH invoices

    Whilst doing a CSV invoice for IDH I missed the tick box to include a credit note (leading to much fun altering invoices!) and I was wondering is there any way to have that permanently ticked?

    1 vote
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  10. 1 vote
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  11. More easily view images attached to jobs after completion

    As part of DAMAS accreditation we use Transactor to store images of signed tickets with each job in a step towards paperless office. for audits we'd like to be able to more easily view them up to 6 years after completed. Essential for Audits. Naturally we don't want to have to Action-VOID the Invoice.

    1 vote
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  12. Can we have the shade and mould boxes capitalaized .

    Can we have the Shade and Mould boxes capitalized .
    If these boxes were capitalized it would make the invoices etc look so much better. It did it on T6.

    1 vote
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  13. Please add graphing so we can analyse sales by month

    Such as plotting total sales by month over the year, or total sales per product by month over the year

    1 vote
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  14. 1 vote
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  15. 1 vote
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  16. We need to search for customers by type

    For example, we created a Prospect customer type. The customer doesn't show in an "All customer accounts" search.

    In fact, we want to segregate prospects from surgeons, so even if prospects did appear in this list it is still not ideal to locate prospects amongst the surgeons in the list.

    When searching, can we choose to search within a specific customer type?

    1 vote
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    Both issues will be addressed in v7.09.
    Meantime if you in support, and have v7.x your current system can be adjusted for this. Ask our support team to make a script change for you.
    1. Enable hidden customer search script “Customer by Type”
    2. Adjust ‘All Customers’ search to include all types.

  17. Optionally include customers with zero sales on the Sales by Customer report

    So we can see who hasn't been doing business with us

    1 vote
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  18. Can we have the ability to store and view .STL files? (3D Cad/Cam images)

    These can be very large in size, so maybe just the ability to store a location link to an STL file in a job, and if the user wants to view it then Transactor just opens the file in the CAD/CAM software or an STL viewer, such as: http://sourceforge.net/projects/stlviewer/

    1 vote
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  19. Would it be possible to print the Aged Debt List in Grouped by Surgery format, this would be most helpfull

    Grouping dentist in surgery for the Aged Debt list would make things much easier

    1 vote
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  20. Report of Practice Summary Invoices in Period

    I would like a report similar to the current Invoices In Period (reports/accounting) but instead of it listing individual Job Level invoices, it would list one row per Practice Summary Invoice. Naturally it would need to ask for a date range and it would have report totals.

    1 vote
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