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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.
Created 18 Sep 02:42pm by Tyra Riley
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 tim...
Created 7 Apr 09:12pm by Guest
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...
Created 27 Oct 06:43pm by Andy Knebel
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 i...
Created 10 Mar 02:30pm by Derrick Vance
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 ac...
Created 4 Nov 03:59pm by Andy Knebel
Have a method to assign a reason for a job that ships late.
In the Job History you can assign a reason for a change. But it would be nice to be able to be flagged that a job has shipped late and then assign the reason it wound up being late. Our customers have metrics we need to meet for on-time delivery a...
Created 3 Mar 07:22pm by Andy Knebel
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.
Created 12 Feb 03:34pm by mike quinn
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.
Created 16 Aug 04:12pm by Kim Kideckel
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.
Created 18 Sep 02:31pm by Tyra Riley
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?
Created 4 Mar 03:50pm by Jason Vanek