Feedback and suggestions

  1. Would like to see price band on invoice

    T6 showed the price band for the job at the top of the invoice

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  2. On selection lists, used to be able to press a key to jump down to that letter

    Now have to type that letter in the "For" box then click search...

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  3. Summary Invoice Jobs easier to view

    Monthly Summary Invoices, provide a lot of info and we are thinking of issuing these, instead of/with statements. Whilst the amount of transactions per page is ideal, could each case be devided by a LINE, so its easier for the customer to see each one at a glance

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  4. e-mailing an invoice

    Whenyou e-mail a report as an attachment, it comes up with a box to show e-mail address, where you can add multiple addresses if need be and also any text you might want to add. It would be really good to have this option when e-mailing an invoice. I need to chase payment of a certain invoice. I want to e-mail them the invoice, but need to add text to say this or they will wonder what this random e-mailed invoice is.

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  5. 1 vote
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  6. Is there any way we can preview the actual content of emails that have been previously sent?

    All I can find is how to check when emails were sent and not what was in them. We have a case where at end of month we sent a statement to a client. They called to query a charge and it was removed but our records of fee changing for the month were not noted. We want to find out what the initial statement was that was sent to the client as transactor no longer shows the original statement fee when running monthly sales report. The only way I can think to check initial fee is to check email…

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  7. Want to list active jobs by practice

    Not just booked out completed jobs, so practice summary invoice not suitable

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  8. 1 vote
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  9. component quantity option to stay fixed and not multiply up

    on assembly product codes, to stop some component quantities from multiplying up. eg. Models to stay = 1.

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  10. 1 vote
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  11. 1 vote
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  12. 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/

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  13. 1 vote
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  14. 1 vote
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  15. 1 vote
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  16. Would like to see the history of the most recently used surgeons at the bottom of the Customer menu

    T6 did this by listing the recently used surgeons at the bottom of the Surgeon menu.

    Makes my life much easier if I can just pick the same surgeons over and over when updating their jobs, rather than searching/selecting them from a list all the time

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  17. 1 vote
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  18. 1 vote
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  19. Show the department list in the same order as it was in T6

    The "On Bookout" list has been set up in the order of a job's work-flow. In T7 It's showing in alphabetical order, rather than ID order

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  20. When running the Nominal Account Summary (the equivalent of the Analysis by Category on T6) it defaults to last month

    On T6, the equivalent report defaulted to the first of the current month to today's date

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