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Parts on register to auto populate
Currently with labor and misc parts on the register when you start typing it will auto populate and with parts it does not do that. It would be very helpful if that could auto populate as well0 Needs review
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Receipts
The receipts need to be printed with the Company name/info at the top. That is clearly a receipt for the customer, the form is asking for the customer signature - why wouldn't it have the Company info listed on it.1 Needs review
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Customer Statements in bulk
I would like to be able to individually select which statements I would like to email out, and then hit send.0 Needs review
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Customer Merge Enhancements
The Customer Merge utility is very powerful and way too easy to make mistakes with, and too much of the data can't be recovered without extensive back-end data manipulation. I strongly suggest that you change it so that the screen shows the custo...2 Needs review
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RFS Support of MFA (two-factor authentication)
TriMark has request that RFS add two-factor authentication for logging in.0 Needs review
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Allow RFS to Save files from the File Room, Master Forms (Saved Forms), Checkout Forms to Local Device.
This feature was lost when we moved to the Xamarin platform, because at the time iOS did not have the capability to save files to a iPhones local device. In talking with development the feature is possible in Xamarin, but will require time and R&a...0 Needs review
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RFS Workflow Inprovement
Create a workflow for creating WO's. Having to return to the home screen after entering labor and Work Order Notes is tedious. Our techs enter labor, enter notes, and then "Checkout" after jobs. Why cant the system automatically bring them to the ...0 Needs review
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Add show unreconciled option to Check Listing Report
When choosing the void option on Check Listing report, add check box/option for showing unreconciled checks.0 Needs review
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DUPLICATE VENDOR PAYABLE ENTRY
Add the ability to duplicate an existing voucher or create multiples at once.0 Needs review
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HOW TO SCHEDULE SERVICE ORDERS EN MASSE
I'd like to know how to schedule multiple service calls to one technician all at once. Something like: Tech name; Date; SO #, and let me enter multiple schedules at once.It is incredibly tedious to open and schedule one ticket at a time.Requeste...0 Needs review