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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 ...0 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.0 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...1 Already exists
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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...0 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When an employee status is no longer active or they change positions, it would be nice to be able to change or remove them from being the Account Manager.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"....1 Will not implement
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Ability to search User Administration for who has what permissions
Currently you need to click on the User ID and then look at there permissions. So if I want to see who currently has a particular permission I have to look at each User ID manually for each permission. This is very time consuming -
Allow Default Contact on Customer master to be Contact that shows on AR Aging report
A default Customer Contact functionality was added to JobBOSS, but does not carry over to the AR Aging report. The AR Aging still uses the first contact alphanumerically. You currently have to put a period or something in front of the Contact's na...0 Future Consideration
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ShopView Job Search Transfer Quantity does not accurately reflect the parts transfered.
If you do a transfer from the job you can change the part number of the parts transferred which is good because we will sometimes need to re-part number some of the parts based on how they turned out. The problem is when you look at this quantity ...