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Multiple Unassigned Columns on Dboard
This would allow dispatchers to create multiple unassigned columns that could each have different filter settings. Example: an unassigned column for PMs, calls waiting on parts, emergencies, etc. This would make managing a high-volume unassigned c...0
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Add Inactive option to Product Groups
Over time, Product Groups can change and some become unused. Would like a way to inactive them.0
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Additional Titles on RFS Signature Page
Currently in RFS there is have Owner, Assist Manager, Manager as options for title on signature page. I would like to see if we can add a "Company Employee" option to this list. Reasoning being that sometimes our tech ends up signing the work orde...
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Ability to make photos mandatory on a WO in RFS
No description provided
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GE update to 17.04
Will any settings changes made in UAT be copied over to Live when you perform the GE update this weekend? i know we have to update our account type on GL codes and i see a change i would like to make in Salesperson setup as well.Hi Rick,We have ha...0
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Dispatch Board filter by Charge-Cust codes
Option to configure a dispatch board by Charge-Customer fields? i.e. Cust Type or Class <-- pulling from the charge-cust instead of site cust on an SO. Purpose- some charge-cust clients require specific attention - 3rd party and web-based fa...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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Adding Spell Check to Emailing Function
It would be great to be able to have a spell check option when emailing a work order/estimate/invoice right from vision.0
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Would like to have work order automattically move from work que waiting on parts to ready to scheule if only single po is attached and all parts are in
currently, when a Purchase Order that pertains to a particular Work Order is received in full, the user still needs to remember to go back to the Work Order and manually check a box so that Work Order can be dispatched. At every turn, we are attem...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