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Have the ability to link Individual Customers to a Parent Customer
We have a large number of customers in our system that are really divisions of a parent company. It would be nice to be able to link these together so that we can see which customer is division of a of a larger parent customer. If you put this in ...Future Consideration
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Allow text in Priority Field
Allowing text in the priority field will allow employees to better understand the field without having to keep track on an external source as to the meaning of the number. Example: Instead of just "1", with text allowed you could add a short descr...Future Consideration
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Work Center: Add Material column for scheduling in the live schedule
We nest by material used. The nests cut could have several companies, work orders and parts per nest. For example, a 1/4 5052 nest might have four companies and 40 different parts at different quantities. It would be extremely helpful for me as th...Future Consideration
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Sort Assembly ID Numerically
Currently, assemblies are not sorted numerically and it's very confusing. I have 22 Assembly ID's, numbered 1-22. It is sorted 1, 10, 11, 12, 13....2, 20, 21, 22. It makes no sense.Future Consideration
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% Efficiency based on Actual Cycle Time instead of Estimated Cycle Time
It seems the only way to track efficiency is through the estimated CT, however not all estimates' are correct. In fact, a large percentage of components we run are way off from the quoted or estimated CT. Is there a way to input the actual CT, and...Already exists
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Workflows should have an icon (similar to the number of messages you have unread on your phone) that displays whenever you have a workflow in your que instead of having to go back and forth to see if one is there. You could further carry this on into the jobs that are linked to the workflows and have an icon on that workflow button as well.
Ok, I spend a good bit of my day creating workflows on orders for one reason or another. To do this I first have to look and see if a workflow has already been created and if so, what was the response/answer. however many times when I look, there ...Likely to implement
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To Change Job Boss Interface with Quick Books for Actual Job Number to show in seperate field
WE CONTINUE TO PURCHASE MATERIAL AND EXPENSES THROUGH JOB BOSS BUT THE INTERFACE TO QUICK BOOKS NEED TO ENSURE THAT WE CAN HAVE THE ACTUAL JOB NUMBER IN A REDADABLE FIELDS SO THAT WE CAN USE THIS FIELD TO MATCH REVENUE AND EXPENSES IN PROPER MONTH...Future Consideration
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Allow different search critera in the Custom Tab date fields.
Currently you have Equal, From and Thru. there are times I would like to have Not Equal or is NULL to better make use of these search options. -
Utility that allows you to do a Mass Update of Account Manager in Customer Module
When an employee status is no longer active or they change positions, it would be nice to be able to change or remove them from being the Account Manager. Currently you have to do this for each customer and it is extremely time consuming. -
Add PO# as a column in "Material" tab vs. right clicking then "Show Activity" on a material line item
This will provide a one-glance view of all POs written against a job - particularly when there are many materials to be ordered. The current approach means scrolling the materials list individually, right clicking and the clicking "show activity"....Will not implement