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Add Walk through screens to help us navigate
Add Walk through screens to help us navigate0
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Improving workflow for entering flat rates into Vision
Per Roger, when entering a flat rate into Vision, cannot enter flat rate code, have to searchi will test and submit to DevPlease see attached videoTested on UAT 20.02.002When adding a flat rate to work order register, Vision is not allowing user t...0
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Add Additional fields from Activity Maintenance to Modify Grid in Time Sheet Entry
Hi Trent, I was able to play with this a bit and it's great. Is there a way to configure the additional fields (as set-up in activity maintenance) to be displayed in the columns in modify grid for Labor Lines? Thank youFrancis Jutras LamoureuxDire...0
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search field in Master forms
Can you please add a search field in master forms in RFS so techs can easily search for manufacture startup forms?0
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Equipment Model & Serial Number on Today's Schedule
We would like to be able to see Equipment Model and Equipment Serial numbers on today's schedule in XRFS. We would also like to see the customer comments from the work order, on the today's schedule screen in XRFS.0
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Adding account number to deposit slip report
Will you please add the account number to the deposit slip?We had a check that got entered incorrectly and had to go thru all of the Jimmy John accounts to find that check. Thank youJennifer,Do you want me to quote this enhancement or move it to...0
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AIS - Add Credit Sales Tax Button to Customer Receivables Tab
John has suggested that we add a Credit Sales Tax button to the Customer AR Tab, similar to the Enter Payment and Sales Entry buttons in the A/R Summary Operations row.Karen Briggs0
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Quotes automatically saving to the file room upon transition to quoteC
This started happening after the update. Anyway to turn it off? We are basically saving nothing in the file room as QuoteC happens upon the Quote so having times input so the quote is not actually done yetJeremy,We have no way to turn off savin...0