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Votes
1
Permissions to Unassign Work Orders
Can you please set up a security permission for only certain users to have the ability to "Unassign Technician" from the dispatch board. Or even better- have the ability ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed 6 months ago | Service Receivables
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Votes
3
Request for Proposal (RFP) Comparison
We send out RFPs to vendors and get at least 3 quotes for each major material package. We compare prices before awarding a PO to a vendor. As an example: I would ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
4
Add a STATUS column to the 6-11-9 Project Hot List
It would be nice to have a status column for each record in the project hot list. Right now we have to open each record to see the current status. Please add the ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
3
Show date for each day in 5-day View
When viewing the dispatch board in 5-day view it shows the day of the week in each column, but not the date. It would be very helpful to add the date in that column ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
Defaults set for Purchase Orders should also apply to POs created from ...
You can currently create defaults for purchase orders, but these defaults do not apply to a purchase order that you create from 11-2 work orders. Example: We set all ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed 6 months ago | Service Receivables
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Votes
1
Make it easier to send Purchase Orders created from Requests For ...
Please make it easier to send POs created from RFP by either leaving the PO window open after saving a new record (so that the one just created can be quickly recalled), ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
13
Add a window for a photo to the employee, parts, and equipment records
It would be very helpful if there was a visible window on the Employee record, Parts record, and Equipment record that you could upload a photo of that specific ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
2
Fix 12-2 Ticket Numbers When Voided
In other screens, when the F7 option "require unique" is selected, the system omits voided records when checking for uniqueness. For example, if you screw up a 3-2 AR ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
5
Fix the Inventory Quantities Table Custom Report Sorting (12-1-2 ...
If you try to create a custom report where the "Inventory Quantities" (invqty) table is the primary table, it only sorts by part number, even if you specify different ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
4
Integrate Schedules and Tasks With Microsoft Outlook
Microsoft Outlook is unquestionably one of the most used email/contact/reminder softwares used by businesses today. For simplicity, there are a few things that many Sage ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
7
Better Integrate Work Orders into the Rest of the Software
Many companies have a “functional” organizational structure, meaning that one person enters payables, one person creates purchase orders, one person creates receivables, ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed 6 months ago | Other
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Votes
5
Integrate Inventory and Takeoffs
When you do a 9-5 takeoff, you should be able to: - Run an inventory report for the material items in the takeoff, to see if there is stock of that item before ordering ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
5
Create a Downvote Button for Product Improvement Suggestions
This would allow users to vote for AND against product ideas. This would make it easier for developers and users to not only see which ideas people like, but also ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
3
Allow the Dispatch Board to Zoom Beyond 100%
I have a 4K screen. As this becomes more common with more users, the need will only increase. It seems that the dispatch board is still pretty tiny on a 4k screen, it ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
Allow the Description of Bid Item 0 to Be Changed in 9-5 Takeoffs
There are many useful reports that can be generated from the 9-5 screen. Unfortunately, Bid Item 0 can only be named "None", so "None" shows up on a lot of reports. Bid ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Automatically Update Default Cost From 6-6-1 Purchase Orders When ...
The 6-6-1 Screen has a handy feature that updates default cost or vendor price or both from the PO lines. However, users must go to options -> Update Part Prices from PO. ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
10
Make All Buttons At the Bottom of Screens Customizeable
There are many product improvement suggestions that relate to either adding or modifying the results of buttons on various screens. Since there is such variability in ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
4
Allow Correspondence for Work Orders
Allow Work Orders to be allocated to the Correspondence screen. Sometimes we get old, outstanding work orders, and someone in the company followed up. It's nice to be ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed 6 months ago | Review and Reporting
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Votes
6
Provide Feedback for Improvement Ideas
If an idea doesn't get implemented, what happens to it? Does it just stay in the queue indefinitely? It would be nice to see that the idea has been reviewed, and if it is ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
4
Bring the API into the 21st Century
The API is so outdated. It should be a web api that supports multiple languages, and goes to ALL tables. For example, you can't do 12-2 inventory transactions via the ...by: Ryan B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Utilities
By Category
All Categories- Accounting Reports (121)
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- Estimating (117)
- General Ledger (129)
- Inventory (57)
- Other (269)
- Payroll (695)
- Project Management (375)
- Review and Reporting (147)
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