Feedback and suggestions

  1. 4 votes
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  2. Automatic patient search or popup when entering a job, or patient notes facility

    When adding a patient to a new job, popup if any jobs already exist for this patient. For example, after quoting a surgeon for work, down the line they may request a job but we are not aware if we already quoted for it and a new job is started. We do not wish to use patient search every time we enter a job just to see if there is a related job already on the system.

    This is just an example, the previous job may not be a quote but a related job.

    As we store notes on previous…

    4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Make is easier for the user to add company logo, move and resize it and position other text in the header

    Need to speak to the helpdesk if we want to move things around. Drag and drop would be useful.

    4 votes
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  4. Allow grouping by surgery on Payments, Audit Trail and Aged Debtors reports

    When a payment is made the principal dentist pays for the whole practice with one cheque. When the payments are shown on the report the associate dentists and principal dentist are not grouped together and are split all over the report which makes reconciling the payment very very time consuming at the end of each month. It’s the same with all the reports really none of them are grouped together for cross ref purposes it would also be good if the aged debtors report could be grouped the same too.

    4 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. We need to set a product's price automatically depending on if another product is also on the invoice

    ...If particular products exist, we wish to apply a discount to a different product on the same job. This only applies to particular surgeons.

    Query already logged as M1-9172

    3 votes
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  6. I need to view a list of jobs completed every day with total showing on

    and also i need to print out a list of dentists or practise with specified fields(details) of the job not with default fields you put in

    3 votes
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  7. Option to specify customer tag for the Sales Report by Product

    I need to find out a breakdown of sales for the IDH tagged customers. I notice there is a sales report that gives sales by product which would give me exactly what I want. However I can't seem to select by tag, any ideas?

    3 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Can the payment ref that I entered show on the customer history?

    It shows on the payments list, but would be useful on the customer's history too

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add a remake button

    This could copy the current job to a new job as a remake.

    It should offer to print an MDD non-conformance form, which should be completed for remakes.

    3 votes
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  10. IDH are staggering payments based on the individual tax dates of the invoices in the CSV file

    This means we receive a number of payments from them throughout the month. In order to receive a single payment for them they say we need to submit the invoices with the same tax date.

    Can it be an option on the electronic invoice utility to use the same tax date for all invoices for that month?

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. lineitems don't change colour when completed in T7

    In T6 there was a neat feature when an item on the job was marked 'completed' the row changed colour. i don't see this in T7

    3 votes
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  12. Can we have the Amount Due showing on the statement payment slip too?

    This would make it easier for me to see if they have paid the full amount owing

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 3 votes
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  14. can we have the option to print A5 invoices/statements/ price list in PORTRAIT as well as landscape.

    can we have the option to print A5 invoices/statements/ price list in PORTRAIT as well as landscape.

    3 votes
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  15. Adding tags

    Please can we have the facility to add tags in one place such as in batch report manager. ie just tick which customer or practices we want to tag with a certain tag and its then added.

    Having to go in individually is so time consuming, then you get disturbed and forget where you are.

    please please please !

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Please can we sort the "Active Jobs - Booked In - By Due Date" list by practice

    I will specify the current day as the due date to see all jobs that should go out today. If I could work through each job required by a practice in sequence, this would be more suitable than finding one job, and then 10 jobs later finding another one in the list.

    3 votes
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  17. 3 votes
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    Gathering more Feedback  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Practice summary statement in months

    Practice Summary statement to be broken down monthly, to show each dentist's total for each month still owing. I think this used to be the case with the old transactor!? But now it's just one figure which doesn't help when you want to highlight a practice's overdue balance along with the current month.

    3 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Can we have an invoice number based on the job number?

    Having a separate invoice number and job number is confusing. I understand why the invoice number exists after speaking to the helpdesk, but to avoid confusion could the invoice number not just contain a "sub number" based on the job number...

    For example, if I created 3 different invoices for job 46911, they could be numbered: 46911/1, 46911/2, 46911/3

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Would it be possible to get sales by product for one specific product

    Would it be possible to get sales by product for one specific product

    1 vote
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