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.

    13 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. barcode printing

    would like to print labels with barcode to be stuck onto a job. scanning the barcode will bring up the correct job onto the main form.

    8 votes
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  3. 5 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    thank you for your feedback. v7.08 Reports\Accounting\Aged Debtors is now in portrait. There is also an accompanying Aged Debtors by Practice report. If you do not have these in Portrait please email support for an update to v7.084 More options for switching to/from Portrait-landscape on more reports is in our long-term roadmap.

  4. 5 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. I want to see annual figures shown on a month-by-month breakdown, so I can compare with other years

    We want to compare this year to last year so just want to run off one report for each year which contains monthly figures

    5 votes
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  6. Need a report to show sales to a specified customer, broken down by month

    ie. I specify the customer or tagged customers and the report shows total sales made per month for the past 12 months

    5 votes
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  7. 3 votes
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  8. 2 votes
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  9. 2 votes
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    planned  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    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.

  11. 1 vote
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    planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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  13. 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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  14. 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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  15. 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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  16. 1 vote
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  17. 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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  18. 1 vote
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  19. 1 vote
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  20. 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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