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JobBoss History
It would be great to have a history of all actions in JobBoss. This would be deletions, changes etc16 Likely to implement
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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
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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 time ...2 Future Consideration
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Add a refresh button for each module menu
Sometimes I have a module open, and I need to make a change to another module that will affect the first one. It would be helpful to be able to refresh the first module after the changes have been made.3 Future Consideration
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Quote Revisions
Would like the system to track changes to quotes similar to PO's and routings, the best would be to generate a revision anytime a quote is modified then saved.2 Planned
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Purchase orders should have revisions
When a purchase order is created, then a change has to be made to the po, there should be a revision number added to or included on the purchase order. This was suggested to us by a quality auditor. -
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...5 Future Consideration
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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 is...1 Future Consideration
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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 acc... -
Copy / Paste using standard Windows functions
It would be really nice if you could copy / paste materials, and routings with CNTRL C and CNTRL V, like every other Windows platform out there. I find the copy / paste utility to be clunky at best. I would like to be able to select a single mater...1 Future Consideration