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  1. Linking RMA to ticket

    It would be nice to be able to link an RMA to a ticket. When you go to create a new RMA it does not give you the option to attach it to any ticket.. however, if you go to an open RMA and click “view” it shows a spot where a ticket/invoice/purchase order can be referenced but I see no way of inputting any of that info. It would be helpful if the techs could check on the status of an RMA either based on tracking or notes that I can put in there

    5 votes
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  2. Editing

    time clock in Mobile app doesn't work

    1 vote
    0 comments  ·  Admin →
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  3. RECALL Previous Status AFTER Custom Reply is CLEARED

    Every time we respond to a Customer Reply, we have a hard time figuring out what the previous status was. Sometimes, it's impossible to tell if it was WoC or WfP, or otherwise In-Progress vs Scheduled.

    Would it be possible to remove "Customer Reply" as a status, and instead replace it with a "flag/icon" which simply gets "cleared" upon review (by clicking it). This way, the dashboard still shows the ticket as blue, and it still overrides the status as CR, but it would auto-recall the previous status after reading.

    Please. Yaaasss. Vedy Nize!

    27 votes
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  4. Stored Credit Card Names

    It would be nice to be able to name stored credit cards from Vantiv. (i.e. Business Visa or last 4 of card) This way when a customer has one or more cards on file and they want to charge to card xxxx you can verify by asking card ending in xxxx. Stripe did this but Vantiv does not.

    1 vote
    1 comment  ·  Admin →
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  5. Parts Due Date field

    As well as having a date ordered and a date recived field it would be nice to have a DATE DUE field.

    We often order parts that are going to take 6 weeks to be delivered what with snail mail and customs.

    With a DUE DATE RS could then flag any items maybe in the notifications that have not arrived by their respective date.

    This is such a basic request I am shocked that it is not already a part of the parts module.

    It was suggested two years ago but like so many good ideas gets lost on this…

    6 votes
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  6. assets bulk edit

    I think you may want to consider the ability to undo assets bulk edits in the asset manager.

    1 vote
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  7. Phone type sort order

    It would be helpful if the phone types were sorted by some order of importance rather than alphabetically. It's annoying that the fax number (least used) is at the top of the list and the phone number is below that. Phone, or Office Phone should be first. Fax should be last. I would suggest Office, Home, Phone, Mobile, Other, Fax would be an ideal ordering for the phone types. Or allow a mechanism to manually order the phone numbers (drag and drop like items on an estimate or invoice) from the customer page.

    3 votes
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  8. Your set up looks good.Like customer access to repair via email.It has not worked for me.Good idea.Location good and clean

    E mail not working for me.Repair longer than I thought and I was hoping for some upgrades so I would not buy 27 inch Apple.

    1 vote
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  9. Treat Parts Orders like Tickets

    Could the Parts Ordering section be a complete interactive section and in essence be treated like a simplified Tickets module?

    To elaborate...
    Tickets has sections for updates and responses from customers and technicians. But currently the Parts section is just a basic field tracker. If Parts had categorical updates and a way for emails to be formatted and sent to Vendors / Manufacturers. Then their responses could be logged to the Parts section in the way that Customer can respond to Tickets.

    Right now, when I use the Parts section to make a special part order, I still have to…

    1 vote
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  10. Products inventory, change the number if items displayed in list

    Option to change the number of items returned in a category from the default of 25 to some custom or pre-set number. Great if needing to re-organize product categories where there are hundreds to potentially thousands of products in a category needing to be changed or subcategorized. This would speed up bulk actions of changing hundreds or more items at once.

    1 vote
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  11. Better Remote Assistance flow in Tickets

    Have ScreenConnect Session now available in ticket area, but it would be great if:
    1. Combine function of "Create ScreenConnect Session" and "ScreenConnect Supporter Link" Why can't single button open the app and create the support instance?
    2. Having something that clicking "Send to Customer" would automatically email the customer the link/code to connect and generate a line item in the ticket.

    Process seems a little more then it needs to be.

    0 votes
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  12. automatically hide older closed tickets on customer portal

    I have a customer that uses the customer portal for sending me tickets. This is a public library and they end up sending me alot of requests. They are telling me that the list is getting very large. Would love to see it hide closed tickets.

    1 vote
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  13. DOMO Changes

    We use Domo here, but is there any way to provide a more accurate method of logging the performance of technicians?

    At the moment, when viewing team performance, the best way to check the productivity of a technician is to check the invoices created. The issue with that, is that it is a log of the number of invoices created, but in the event that the invoice is for €0, we don’t know if that is because it was a warranty repair, a not repairable ticket, or was declined by the customer. So in essence this section provides only a…

    3 votes
    1 comment  ·  Admin →
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  14. Deposit Issue

    We use deposits here for diagnostic charges, but these are non-refundable in the event that the customer elects to not proceed with the repair. When you add a deposit, it automatically discounts this deposit from additional invoices, is there a way to prevent this from occurring?

    3 votes
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  15. Ticket Changes

    In the event of a warranty repair, or the same device coming back for a second repair, would it be possible to have an option to ‘clone’ a ticket to save time?

    3 votes
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  16. Inventory Shortfall

    When viewing the history of an inventory item, is it possible to access a log of the invoices that the part was added to, rather than just a time stamp and the technician that used one?

    3 votes
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  17. Parts Section Change

    Is there a way that this could show the creator of the part request in the parts section, rather than having to open the linked ticket and check the assigned technician?

    Is it possible to have a feature or option to generate an inventory item from a part section entry?

    6 votes
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  18. Option for own Payment Gateway

    We want to be able to have other Payment Gateway integrated.

    Have offline payment with an option to integrate other Payment Gateway

    9 votes
    1 comment  ·  Admin →
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  19. A cancellation Feature for recurring customers

    This feature can cancel the order and notify customers cancellation has been processed. Be able to apply cancellation to take affect manually or schedule it.

    0 votes
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  20. Recurring Reminders

    We use reminders to notify us of sales opportunities but the reminder disappears after the event. It would be great if we could set a recurring reminder to remind a customer that their antivirus is due for renewal, this would save us from manually creating it every year. We could do it as a recurring invoice but as at that point, we've not sold them anything it gets confusing.

    8 votes
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