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Totals for all columns on the invoice tab
It would be great to see totals forall columns on the invoices tab of the job entry screen. See attached.Hi Marcia,Moving this to Level 2 for the product team to review your suggestion: Can all columns in the Invoice tab for Job Entry display a ...0
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Odometer Update Messages - Verbiage Modification Updates
There is much confusion with clients when odometer updates are not updated due to small variances. CASE STORY 1:VehicleA starts with Odometer = 20,010.57RFV Sends update of Odometer = 20,010.57Because this is the same Odometer values, current mess...0
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Adding fields to Dispatch Message Layout
Is it possible to have additional field name options added to the dispatch message layout? In specific, I am looking for the field from the customer maintenance screen Telephone 20
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No Service Quote email default in user maintenance?
Marie noticed there is no place to put in a default email body for Service Quotes, though there is similar settings for Orders and Jobs. Are we missing this due to a bug, or is there some other way to differentiate Service Quote emails from Servi...0
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How to automate the percent complete process
We would like to add the percent complete to the scheduler.0
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Add Option for Making Email Address a Required Field on New Customers
Bonnie asked if we could make it so that the email address field can be made a required field for New Customers. This new System Options setting would be very similar in nature to the making a Lead Source required on a new Customer:The setting c...0 Planned
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File Room uploads from RFS to show progress bar
Suggestion: When a file (image, pdf, etc.) is being uploaded to the File Room from RFS, add a status bar or some other visual representation to the user showing the status of the upload. Techs are getting the following message (attached) when try...0
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*Suggestion* add security feature to RFS/GE for edit equipment
We have experienced situations where a tech mistakenly changed an existing piece of equipment and wiped out all of its history, simply by changing the existing number to another number. The \"new\" serial also already existed so, in that instanc...0
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AR Payments Entry - option to hold GL codes when switching "To Customer"
When entering a payment that doesn’t go to the pre-set GL codes in the Discount Acct field and Allowance Account field, I try updating it and it sticks for the invoices below, but when I go to a different site customer, the GL’s revert back to the...0
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Job PO item delete from material tab
From user Teale Dunsford:I can’t delete this item off the job. It was deleted off PO115393 but its still showing up here. How do I remove?Teale and Ryan,There is no way to delete the line. Once it is applied on the material tab the only way to re...