-
Built In Report Editor
Have a built in report editor so users can edit the reports from within the software or make multiple different versions of the reports that can be selected from. This would eliminate the need for users to purchase Crystal Reports. This feature i...0 Future Consideration
-
JobBoss History
It would be great to have a history of all actions in JobBoss. This would be deletions, changes etc8 Likely to implement
-
Have a method to assign a reason for a job that ships late.
In the Job History you can assign a reason for a change. But it would be nice to be able to be flagged that a job has shipped late and then assign the reason it wound up being late. Our customers have metrics we need to meet for on-time delivery a...0 Future Consideration
-
Travelers should have revisions
Once a traveler is created, if changes need to be made to it, there should be a revision number added or included.3 Future Consideration
-
Alert - when 2 users are in the same job.
It would be nice to know that if you are working in a job/order - if someone is working in that same job/order. In case you are doing the same thing or making a change the other user would need to see. (ie: a job is being printed at the same tim...1 Future Consideration
-
Add a Shipping tab to Customers
This should be set up very similar to the Addresses or Contacts tabs. We should be able to define shipping default methods and have a place to include their shipping account number for that method. If a customer has given us their UPS or FedEx ac... -
Past Due Report
We have many companies that have different payment terms; Net 30, Net 45, Due on Receipt, etc.) The past due report only shows for a selected number of days. It would be nice if the report was created by what the customers terms are so a customer...5 Future Consideration
-
Replace Fax with Email on Quote/Travelers/Etc.
Right now it shows phone & fax on the "Print Quote" type reports (that we normally save and email to customers), and it would be nice if the fax was replaced by email.0 Future Consideration
-
Add a status of Cancelled to Sales Orders.
Currently the only option is to close or delete the Sales Order. The problem with deleting the Sales Order we then have no record of the order being cancelled. if we close it then it looks like it was an order that was completed unless we do an in... -
Lock Record Out From Other Users While Editing
When working on a quote and someone else opens it and saves it while I'm in it, I need to start over and it will not allow me to save. I get record locked. Is there a way it can be locked out while someone else has it open?1 Future Consideration