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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?3 Future Consideration
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Accounts Receivable - Cash Receipts The customer check number field is too small. 8 characters is not enough.
Many check numbers today are more than 8 characters. If you put an abbreviated check number in the check number field, you have a difficult time referencing that number if you need to.2 Likely to implement
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Change the color of the Data Collection Clock In and Clock Out buttons to reflect if an employee is on the clock or not.
It would be a very good visual reminder to employees on their status. We have had situations were an employee forgot to clock out according to Data Collection and the employee was asked about it they said there were sure they had clocked out. Yest...1 Future Consideration
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Display taxes on quotes.
Display taxes on quotes.0 Future Consideration
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Display taxes on quotes.
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Include the PO Change History icon on the Po Receiving module
There are times we need to look at the the change history when using the PO Receiving module to see who might have done something or when it was done. -
Have one or more Check Boxes available in the Custom Tabs.
Check Boxes are great for indicating that a task has been done and we use many of the Custom Fields for driving Reports / Knowledgesync Alerts. It would be nice for someone to be able to just check a box instead of entering a particular text or da... -
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
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Allow Customer ID change
Some of our customers are bought by other companies, causing a name change. Instead of inactivating the current customer and creating a whole new customer, allow for a Custom ID change only. Everything else would stay the same.0 Future Consideration
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When exporting a quote, populate the file name with "Quote XXXXX" where XXXXX is the actual quote number.
Currently when a quote is exported the default file name is populated so everytime a file is saved you have to change the name. Having the file name populated with the actual quote number in JobBoss would reduce possible typing errors and save time.6 Likely to implement