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Please bring back Copy User
In previous versions you used to have a copy user function. We spend a TON of time manually cloning permissions now that you have removed it and it's very frustrating. I don't want to create a couple dozen groups that only have one person in them.4 Future Consideration
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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
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When you add a customer or vendor contact on the fly there needs to be a way to add their email address at the same time
Any time you enter a new contact, the system should prompt you for more details like their email address and their phone number. It is a pain in the butt to go to the customer and vendor tab after the fact and it usually doesn't happen.0 Future Consideration
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The journal entry module should have the ability to unpost a journal entry in an open period so that you can correct any issues easily.
I frequently find myself needing to correct a journal entry and the only way to fix the accounts is to create another journal entry to fix the original journal entry, and if more than 1 mistake happens, you have to keep making new journal entries ...2 Future Consideration
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tracking numbers should print on the invoices
Everyone of our customers would like the tracking number attached to their invoices or packing lists. under the current software we can add it, but only to the packing list which is generated prior to shipping. It would make more sense to have the...0 Future Consideration
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EXPENSES ON PURCHASES
When receiving a Purchase Order it is very usual that these come with additional expenses (freight, handling, special taxes, etc.). These expenses are significant in order to have an accurate final cost of the products. Right now it is required th...3 Future Consideration
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Put the refresh button back in Shop Stats
PUT THE REFRESH BUTTON BACK IN SHOP STATS IT WAS AVAILABLE IN 11.121 Likely to implement
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Reports on multiple monitors
Having the option of viewing a Crystal X report on one screen while working in modules on another screen would be very productive.0 Future Consideration
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Add the ability to create a Finished Goods item from a quote or job.
Save a step of manually entering into System Admin - Material. Could add Material ID, Description, Drawing, Rev, Extended Description and Price Breaks (if from quote).1 Likely to implement
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E-Traveler
Have the ability to use a tablet or iPad to make the traveler a living document. Eliminating the need for paper travelers. Link prints and quality documents to it as well allowing in process inspections per operations.2 Future Consideration