Ryan (CTO, Pinellas Computers)
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3 votes
An error occurred while saving the comment An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Some of these features have been partially completed. This would make sense to switch to “started“ until final polishes are complete?
Ryan (CTO, Pinellas Computers)
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175 votes
This thread seems to be talking about different things – so I need to get clarification if possible.
When you comment on this thread please state if you want “gift certificate support”, meaning a template to print them or something, and maybe a way to track the balance – OR -
“gift card support via Vantiv” where you have to buy magstripe cards with your design, have a Vantiv account, and deal with loading / checking balances / and the regulation that goes along with being required to allow people to cash out/etc.
We can refer to these as “basic gift certificates” or “magstripe gift cards” in the comments.
Feel free to say you want both! :)
The Vantiv “gift card support” is a fairly large project that we would need to see a lot of votes to get going.
A basic gift certificate tracking system might be simpler and…
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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Not that anyone touching this anymore, but I think the only solution would be the lesser work of creating an internal tracking system for balances, directly linked to a transaction/account. We can’t count on anything happening with payment processors, so why not just sit achievable goals instead of talk about unrealistic ideas?
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291 votes
We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.
We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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No one is managing these projects or request cases anymore. Development is closed door, there is no product roadmap or timeline, and you’re meant to take feature Friday and STFU about everything else… 😭
We, and most other users are simply storing documents and handling paperwork somewhere else. All this would take is adding a section for “custom forms“ and an HTML template editor for each one.
If you sort through this forum, you’ll find the majority of the top 10 requests have little to no progress made in years. Better luck on asking for feedback and development in the FB group.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@RS: You guys keep directing users to “submit your ideas to the UV feedback forum”. Okay - DONE?!
You guys have more votes for this than ANYTHING else in the platform. Seriously, it’s time to give your people what they are asking (properly and repeatedly) for. Please.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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Please turn off use UV if we are not using it as a primary source of update information. It’s useless being notified of comments when there are no updates moving forward…
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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RIP
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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Lol @ CWW 😭
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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Anxiously waiting on this for: Residential VIP contracts, Business MSP contracts, Lease HW Agreements, Stored CIM Payment Authorizations, Equipment Rental Tracking, etc.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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"Early 2017" window ends in 11 days XD
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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Hopefully this will be the next project to get "started"...
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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Q1 2017 ends in a week :)
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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57 votes! @RS: Please make this planned, or even better - started <3
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@Henry/Barry/Traci/Jeff/Tim: It's up to you all to get this pushed and approved by RS. My ideas still get lots of votes but never carry enough weight. I've stopped pushing for updates and just deal with it now. Good luck!
Ryan (CTO, Pinellas Computers)
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1 voteRyan (CTO, Pinellas Computers)
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0 votesRyan (CTO, Pinellas Computers)
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27 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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Since the recent update of the ticket status list being fully editable, I was actually able to remove the status “customer reply“ and thought I had solved this issue. Unfortunately, the status is automatically re-generated as soon as the customer responds. If only we could make custom statuses and not need “CR” in order to flag updates...
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@Admin: Please merge this duplicate into this post:
http://feedback.repairshopr.com/forums/165658-general/suggestions/32153110-return-to-previous-status-after-customer-replyRyan (CTO, Pinellas Computers)
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7 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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This seems like it could be quick and easy to do..?
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@Ilan: Rockin! I'm out of votes so thanks for getting this one off the ground!
Ryan (CTO, Pinellas Computers)
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20 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
This is Completed.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
RS 2-WAY VOIP PBX INTEGRATION DEMO VIDEO
Hi Everyone! I keep seeing on going posts with questions about getting caller ID working with RS. I happen to have a fair bit of experience in this, and was successfully able to get this working for not only incoming calls caller ID (pretty easy), but also outgoing calls to post notice internally on tickets and the customers profile (took some creativity).
In the past I’ve tried to work with a couple users and showed them my setup, but it would appear that every PBX distro is different. Further, I’m not exactly doing it the “right way”, because there isn’t a way that has ever been designed to do this. I just did a lot of guess and checking and testing until I got something to work.
A couple years back, I was able to convince Troy to customize a few lines of code in the RS API to give us custom responses to differentiate between incoming calls and outgoing calls. We’ve been using this for almost 4 years now and I DON'T KNOW HOW WE COULD EVER LIVE WITHOUT IT.
I’m posting this because I caught some free time today and I’d like to do a live broadcast of what our system looks like on the back-end, with the custom code used to get this working. I am hoping that if I show it to everyone, a few savvy users may be able to come up with an even BETTER way to get it working for all users, and perhaps even make it a more robust integration.
Specifically, I’d love to get it to parse a specific extension for outgoing calls to notate the ext who called out (instead of just that “we called out”) as well as have it parse which number the customer called in to (since we are big chain, it would be nice to know which location they called on the log).
I know we can get even crazier and more amazing features then this (link to call recordings, OR eventually wGET the .wav from a call recording and have Zapier transcribe it back to the ticket as a private note!) but we have to start somewhere.
The video is on the RS Facebook page. Here's a link:
https://www.facebook.com/malize89/videos/g.173706276311983/10155752028173612/?type=2&ifg=1An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@Randon: Sorry I'm just seeing this. UV doesn't alert me for some posts. IDK why. To answer your question, I've spoken with about 5 users individually and they have all got my version working on FreePBX or PBXIAF or Asterisk.
Put simply, it's a custom outbound dial plan; not a traditional option or click-done solution. Unfortunately, I don't have the time to go through each setup and give precise instructions to get it to work. It took me the better part of 25+ hours of testing and Q&A on forums to get mine to function, and it's definitely a work-around. I've spoken to Troy about it once or twice, but I think we're both worried it's not "perfect" and don't want people complaining if they can't get it working.
If anyone is SERIOUSLY interested in getting it implemented, I'd be willing to do a 1-on-1 phone chat and screen sharing conference to go over EVERYTHING on how it works, what it requires, and what's missing - under the condition that either YOU are an Asterisk EXPERT who can figure out how to fully create a 100% fully functioning dial-plan for it, OR are willing to HIRE someone (on Freelancer or whatever) to develop the working code.
I've got so much done already, and it works 99% - I just want it done cleanly and properly so it doesn't need 5 settings changed and not knowing if it effects anything else. I also want a final feature added to ID which ext dials out (which is very doable). There's tons more that can happen as well (follow-up comment on call length, which ext picked up inbound calls, etc) but I'm past all of that for now. So if you're up to handle as I described, please contact me directly - you can find my company info in my title and call saying you're with RS and you'll get patched in to me.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@Joseph: Thank you so much for the tip on getting it to work in Fonality! Any chance you'd be up for figuring out the 4 sub-ideas I posted about?
@Aaron: That sucks it broke your call recording - not sure why though; ours is still working fine. Please do post if you find a solution to remedy that. I'm sure you found the outbound CID to be awesome and hate to have to choose. I know Elastix is built on FreePBX, so I'm not sure what's different. Any updates?
@Andrew: Troy isn't really heading figuring this topic out from what I gather. He has been helpful in providing custom HTTP strings by request to get us usable query code to use in our PBX, but doesn't want to figure out how to get it working in EVERY different PBX. This is more a mod to a PBX than an RS feature - he's just giving us the tools to make our projects work.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@Aaron: I have a feeling this may be either a random prerequisite I have in our PBX (which I can't recall) or a slight difference between Elastix and FreePBX. If you do figure it out, please post it on here, as you did about the [outbound-route] tip. As I mentioned in our DM, I think it may be worth having a freelance hire to make the code the right way to work with all Asterisk/FreePBX variants. If you do end up going that route, please consider having them also take care of the additional requests I listed below to @Joseph :)
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@Joseph: AWESOME! Really glad you got it figured out. Totally one of the most helpful communication integrations, is it not? I'm a huge fan of linking great features together, and this compliment to the inbound CID lookups is critical.
Now if we could get some extra time to figure out how to code these in (maybe you can help figure them out and provide @Troy with simple HTTP functionality needed and he might make it happen like he did for me with the outbound add-on code?):
1. List the DID the customer dialed in from, in the Inbound Call string.
2. List the EXT the tech called out from, in the Outbound Call string.Less important, more difficult:
1. (After answering incoming call) - separate private comment, listing the EXT which answered.
2. (Post call) - separate comment, with link URL to the call recording (if activated) on the PBX.An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@Joseph & James: Sorry my alerts aren't working on this post. I don't have time to do a great write-up on this right now, and Troy hasn't really given me any incentive so it's not on my priority list. Anyways, here is a quick instruction list of what we have:
1. Make sure the cURL function is installed on your PBX (comes prepacked with Elastix)
2. Add the following at the bottom of the file extensions_custom.conf:
[outbound-allroutes-custom]
exten => _NXXXXXX,2,System(curl "http://YOURSUB.repairshopr.com/api/callerid/?did=${EXTEN}&outbound=true")
exten => _NXXNXXXXXX,2,System(curl "http://YOURSUB.repairshopr.com/api/callerid/?did=${EXTEN}&outbound=true")
exten => _1NXXNXXXXXX,2,System(curl "http://YOURSUB.repairshopr.com/api/callerid/?did=${EXTEN}&outbound=true")
exten => _+1NXXNXXXXXX,2,System(curl "http://YOURSUB.repairshopr.com/api/callerid/?did=${EXTEN}&outbound=true")3. Save and Reload the Asterisk engine (on that page in Elastix)
PS. Here is a link to the original forum post where I got help making this happen. Please don't follow the instructions from the beginning of that, because I encountered issues and fixed them down the road. Further, I elaborated on new ideas at the end of that post, so the above code is complete and correct.
http://forums.asterisk.org/viewtopic.php?f=13&t=95540&p=212273
I have a lot of customization in our PBX, so not sure if one of them is a prereq for this to work, but post your findings and any issues on here and I'll do my best to help.
Thanks!
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@Mark: Sorry I JUST saw this, really late. This is working 100% for us. I can only confirm it will work with Elastix (which is the PBX software we run). But I think any PBX that can utilize cURL will function. @Chuck tried with another PBX and said no joy, but I didn't get to look at it so I can't say it works or doesn't with other OS's.
The only oddity is that we sometimes get random CID posts from non-10 digit numbers. Like, if a vendor calls back with a fake CID (like 44500) it will match to a random customer profile and say "Customer called from phone number 44500 on a random profile. Idk why that is, but it's rare enough that we almost never see it.
A little annoying because it's a dialplan mod, instead of a feature code to "paste" in. Still, it's unbelievably helpful and we love it. I'll give Troy the info so he can write up a tutorial, but I can't make a ton of time to troubleshoot. I can attest that we're running Elastix 4.0 after an upgrade from 2.5 and all still works :)
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@Troy, I made another subject to this post here so it wouldn't get lost once you mark this topic as Completed: http://feedback.repairshopr.com/forums/165658-general/suggestions/9707706
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@Sam: Yes, this IS working, but it isn't exactly a "conventional built-in" feature in most PBX systems (in the way that incoming CID lookup sources are). It required us making a custom dial plan to run against all external call patterns. A little advanced, but works without having to hack/rig your system any more than what would be considered "advanced customization". In any case, here's exactly how it looks in our account on tickets and in the customer communication log: http://i.imgur.com/CEV80RX.jpg
I don't want to upset Troy if he doesn't want the instructions released. @Troy: Let me know if I can post it here, or if you were planning to write it all up officially?
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@Mark: Yes, I do believe this is possible, but I haven't had enough free time to go into testing ways to make this work. It really would just involve some additional variables being added into the custom dialplan. It is on my list, and I would like to accomplish all of these things:
1. Outbound calls - Show the extension used to dial outbound calls
2. Inbound calls - Show the phone number (DID) which was dialed by the customer
3. Inbound calls - Show the extension that answered the call on your systemI've looked into it already, and it looks like the additional variables will be ${CALLERIDNUM}, ${DNID}, and ${EXTEN}. The issue I fear may be problematic is that (on incoming calls) this would result in the call alert (including HUD alerts) to be delayed until AFTER the call is answered. However, I don't think there'd be any issue with this on outgoing calls, so it's worth looking into.
I'm certain RS will not add the ability to link any specific Tech Names to extension numbers, but even just the extensions will be invaluable information. I'm glad someone else is thinking about how powerful this feature could become. Any other ideas you've had about it to voice?
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Update for everyone: This is in progress and Troy has made a beta API add-on for this to work. I've tested it and it's working. We're just making some minor adjustments to when/how it functions specifically, and then it should be ready for Troy to add instructions to the Knowledge Base. Boom!
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
EXCITING NEWS EVERYONE!
I have officially figured out how to get outbound CID call tracking to work 100%. Further, I’ve SIMPLIFIED it so it’s even easier to setup than the inbound CID lookup source! It’s literally one line of code you add into FreePBX/Asterisk/Elastix/Trixbox and you’re DONE! No additional packages or add-ons to install, no programming custom rules, etc. I’ve spent 5.5 HOURS researching this today and it was worth it!
All I need from Troy to make it function properly is the (almost) duplicate API URL lookup. This would result in a different URL lookup performed for incoming calls vs outgoing calls. Then just change the subject/text (for the comments on Tickets) and call log notes (for the Communication Log).
Here’s what I need Troy to make: Outbound CID URL Lookup
String: http://YOURSUBDOMAIN.repairshopr.com/api/outboundcall/?did=2065553222
Subject: Outgoing Call (alternative to ‘Incoming Call’ subject)
Comment: Tech called out to phone number 2065553222
Communication Log Note: Made a phone call to 2065553222I'll send Troy all the details and we can get the instructions posted with the rest of the PBX setup instructions here when done: http://feedback.repairshopr.com/knowledgebase/articles/254824-how-does-the-pbx-integration-work
BOO YAH!
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
I've spent a good amount of time looking into options on how to get this to work. I haven't been able to test/confirm what @Mark said, but I guess his system (not sure what it is?) uses the same CID lookup source for outgoing calls? That actually sounds HORRIBLE, because it would say the customer called IN when a tech actually called OUT; which could really get confusing for reference purposes.
However, this does give evidence that outbound phone calls have the ability to send a CID lookup query to RS. With that fact, there is a great potential in the system for keeping even better logs of outbound calls to customers. My idea: Create a separate (almost duplicate) CID lookup source string - which, when queried, would post updates into RS with /slightly/ different post information. Examples:
Inbound CID string: http://YOURSUBDOMAIN.repairshopr.com/api/callerid/?did=2065553222
Subject: Incoming Call
Comment: Customer called in from phone number 2065553222Outbound CID string: http://YOURSUBDOMAIN.repairshopr.com/api/outboundcall/?did=2065553222
Subject: Outgoing Call
Comment: Tech called out to phone number 2065553222Hopefully we can figure out how to make FreePBX/Elastix/Trixbox/etc use the new query string. BUT, even worst case scenario - we could set an option all phone numbers on the RS website to be LINKS in which, when clicked, would submit the Outbound CID string in the background, therein adding an Outbound Call comment to customer tickets and communication logs.
THIS WILL HELP MISCOMMUNICATION ISSUES BETWEEN EMPLOYEES AND CUSTOMERS - I PROMISE!
Ryan (CTO, Pinellas Computers)
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11 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Implementing the solution would illuminate a worksheet we currently have requiring seven steps to be completed by technicians, every time.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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Oh, I forgot step #5 in the current process: You must REMOVE the line item on the original Estimate, since the new pending charge from Logistics is a DUPLICATE line item.
Ryan (CTO, Pinellas Computers)
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60 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Please.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@RS: Can we get this approved/planned yet?
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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I spoke with Jacob this morning about this and thought I already posted something similar to this (but couldn't find it). My related idea was to add the "draft" option, which already exists in estimates, to invoices also. That way when a tech is "building" a big invoice, it won't show in the customer portal until it's complete. This would also prevent techs from constantly forgetting to 'finalize' invoices. By default, invoices will remain 'finalized and visible on the customer portal', but with the click of a button, they'd be marked as drafts and hidden from the customer. Pretty simple, especially since it already works in estimates :)
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0 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
This is (mostly) complete?
Ryan (CTO, Pinellas Computers)
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13 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Doesn’t this work by choosing RMA Replace? It shows the (original) serial numbers and allows you to update/replace.
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34 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Please finish this. 4 years waiting for a button in an existing dropdown?
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@Francesco: This post is requesting to print just ticket worksheets. Sounds like you are having an issue with {ticket_status}} tags or just printing tickets PDFs? Please elaborate....
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
This is very simple and super simple to add. Please just add the one little PDF dropdown option. It literally just needs to contain {{ticket-worksheets}}. Please.
Ryan (CTO, Pinellas Computers)
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185 votes
We recently added multiple addresses, more to come.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Top 10 most popular idea for 5 years, still #4 as of current. PLEASE complete some more of the ideas mentioned. Several are already complete, including other mentions in comments. @RS-Bobby? 2015 was a LONG time ago...
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@Farook: Yep, still a limitation...
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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It's been a year since the last enhancement to this topic. Can we please have some of the "more to come" soon?
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@Troy: No update on this in 9+ months. Can you give us an idea of what's next?
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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71 current votes, over 100 lifetime votes. Can we get something for contact "association" and email/phone "titles" already? Thanks.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
I wouldn't hold your breath @david. This has been top 10 voted for a year and a half and still the only thing added has been multiple addresses. Other topics seem to keep getting prioritized over this, even though the CRM a backbone feature of the RS system. Chuck, Matt and I have all but given up on this...
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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@Aaron: Right, but this one was made almost a year prior to that one. I'd say that post you're mentioning is more related to this on from back in May 2015:
http://feedback.repairshopr.com/forums/165658-general/suggestions/7182891-ticket-comment-area-revamp-seriously-time-for-wysiwygAn error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Hi Troy,
Thanks for the responses. This is an even bigger deal to us now, as we just became contracted by the biggest electronics rental company in our area. They have 7 locations; each with a separate phone number, email and address, with different contacts per location, but all a single point of contact for billing. I'm still not seeing the functionality that I think would help most. There's no clear and easy way to do any of the following as of right now:
Link a phone number to a specific email address or street address.
Flag that a sub-location must be specified when making tickets.
Title the phone numbers better than "Office". They're ALL office numbers, but which office?
Sub-addresses are separate from sub-contacts? Isn't that even LESS organized?I feel like the goal of this topic was to help link and organized contacts/phone/emails. Instead, we're even further from being able to show what contact information goes with which location. There's absolutely no way to show that Location "13852" uses phone number "555-4200" and is managed by the contact "Ronnie Smith" using the email "tampa@rentalking.com".
I feel like nothing really has a "place" because it still needs to be rebuilt from the base up; not just have things patched in. What else can we (the users on the forum) help answer to make this more functional? This is starting to feel like a lost cause for me :(
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Just noticed the multiple addresses feature. Is there going to be a way to do any of the following:
1. Pick an existing address for appointments, assigned contacts, snail mail, etc.
2. Show that there are additional addresses up where current phone numbers / addresses are.
3. Assign/view a site "name" for additional addresses (Warehouse, Headquarters, Retail, etc)
4. ^ Same thing for the primary address. Set the location type/name.I'm worried that additional addresses are going to become "sub-addresses", and will turn out just like sub-contacts where everything is patched in, instead of all the data being equally visible and able to select/assign from any module.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Hi Troy, I don't understand the logic here and I'm very beside myself on your most recent update.
This was the #1 most popular feedback submission for almost 2 quarters and is still top 10 even after 9 months. I came up with simple and effective solutions for every single problem users are experiencing in the entirety of the CRM functionality of RS. Every single user who voted for this gave me nothing but excellent feedback and praise for the implementation ideas on this.
Now, after 6+ months of saying it's coming, it's not going to be done "fully as described"? Why not? What is the point of voicing feedback to hundreds of users, getting all of their approval, and giving them all an opportunity to add/discuss other ideas, if it's not going to amount to anything more than "maybe we'll be able to help with some additional things mentioned". Seriously?
I would understand more if there were other/conflicting ideas, or something else this would clash with; but there's not! This is a major issue in the underlying infrastructure of RS and everything is effected by it for the worse. How is anything less than a complete overhaul even close to reasonable? PLEASE reconsider your opinion on this and listen to the 100+ users that have voted/re-voted this topic. That's the whole point of having Uservoice, right?
Otherwise, I literally can't even..
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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Hey Troy, it's been 3 months since the last update on this. I know this is a major update that everyone is looking forward to. Can we have an update?
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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Hey Troy,
It's been two and a half months since your last update; is there any news on this? I'm assuming that since the status is still "Planned", the dev's are still finishing up other projects. Being that this was the #1 post on the "Hot" list of the forum for about 3 months, really anxious to see some of these features come to life. Looking forward to seeing this in "Started" status...
Thanks,
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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One of my tech's just told me to yell about this not being done yet. For real... http://i.imgur.com/yiEEhXV.jpg
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@Greg - Thanks! Like I said, I spent a month drawing up all the details and then a good 3 hours transcribing it all with mock ups.
@Tim - I figured AutoTask and ConnectWise probably had it set up like this, but I've never had the chance to use either. If you were a former user, could you perhaps take some screenshots and draw over some of their key features you'd like to add to this post? Thanks!
@Neal - Feeling your pain :/
@Chuck, @Kevin, @Matt - Crossing fingers...
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@Tim - Love it
@Matt - Thanks!There's multiple topics on the feedback forum that are mentioning overlapping issues that this would fix. From "Allow duplicate email address between customers" to "Separate Tabs for Customers/Businesses" to "Expanding the Contact Module" and more...
Let me know if you guys have anything else to add to this idea.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@Tim - Wow! That's another issue I never even thought of that would definitely be fixed with this. There are so many things that are limited by the current sub-par sub-contacts feature that will be improved once it is upgraded.
@Everyone - If you see any other topics on the feedback forum that may be remedied by this post, please link them here so they can vote to get this implemented ASAP.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@George - Definitely. Like I said, this is after hour and hours of revisions and mock-ups. I tried to take what was great about other products like ConnectWise and SalesForce, while keeping the simplicity and scalability that RepairShopr offers. Thanks!
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
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***** CONTINUATION OF “STAGE 2” (ran over text limit) ******
STAGE 2 - Phone number and Email address – “POSITION” and “CLASSIFICATION”:
Problem: Currently, phone numbers have no way to specify what the “best” contact number is. Sure, you can set an Office, Mobile, Home, Other; but which one does the customer prefer? I have no idea! (http://i.imgur.com/9NCKBET.jpg) And as far as email addresses – forget about it! Oh, add another email account? Sorry, I’ll have to make another “identity” as a sub-contact, just to have a place to enter another email address. Ugh!
1. Phone numbers should be specified with a preferred order – primary, secondary, etc. Heck, after primary and secondary, it would be fine to just have “additional”. It’s just a matter of not calling 3+ different numbers in an attempt to “guess” which phone the customer is most likely to answer.
2. The phone “type” should be a descriptor, not a sort mechanism. Since you specify position of preference with “primary” and “secondary”; the phone type is really just a supporting detail. It should come after the phone number, just so you know what type of phone you’re calling. In all honesty though; who cares? If the customer said “this is my best contact number”, then I don’t care if it’s a satellite phone – either way I’m calling it first! Examples:Primary Phone 727-545-7462 Mobile
Secondary Phone 727-868-0201 Office
Additional Phone 1 727-391-4611 Home
Additional Phone 2 727-391-4612 Fax3. Having phone numbers in a specified preference would do wonders for using {{tags}} in templates. Because right now you can only call specific phone “types” – there’s the issue of not knowing what customers will have a {{mobile_phone}} or others that will just have an {{office_phone}} (which isn’t even an option!). Maybe they have two phones both classified as {{office_phone}} – Oh no! How much easier would this be: {{primary_phone}} {{secondary_phone}} {{additional_phone_1}} {{additional_phone_2}} etc. AMAZING!
4. Easily scalable, and reasonably easy to convert – just make all current “Phone” numbers become “Primary Phone”, and set “Mobile” as “Secondary Phone” or “Additional Phone”. It will need some cleaning up, but it will be so much better for future organization and feature changes/additions.
5. So that’s all great, but now scale it – MULTIPLE EMAIL ADDRESS SUPPORT WITH POSITION PREFERENCE! Exact same concept as the phones: {{primary_email}} {{secondary_email}} {{additional_email_1}} etc. Examples:Primary Email rmack@mail.harvard.com Personal
Secondary Email robert.mack@macklaw.com Business
Additional Email 1 mackrob@gmail.com Home
Additional Email 2 mackalice@gmail.com Spouse6. This would be extremely easy to convert – just set all current email addresses as “Primary Email” and then it just scales from there.
Closing: I have seriously spent A MONTH OF BRAINSTORMING and 3 HOURS OF TYPING writing this up tonight and making mock-up images. PLEASE consider this seriously. It is absolutely superior to the current contact storage/organization system. I know it’s a good bit of work, but it WILL make things easier in the future and more flexible for adding new features. THIS IS THE BOTTLENECK that is putting the friction on moving forward with other projects. I cannot help any more than this.
RS Users: PLEASE VOTE FOR THIS! IT’S GENIUS! For the love of God, PLEASE!
Ryan (CTO, Pinellas Computers)
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118 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
This sounds great. It was subsequently solve my old request as well: https://feedback.repairshopr.com/forums/165658-general/suggestions/14850504-allow-non-currency-payment-methods-for-accounting
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4 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
This is a great idea. It’s far too easy for people to commit responses improperly. There are many combinations of subject and delivery that can go not as planned.
It would also be nice to change the drop down to have more differentiated names for ticket comment types. Eg:
Emailed Message
Texted SMS
Public Comment
Hidden Note -
6 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
This seems like a little of a tall order, but not unreasonable. {{template_tags}} can and should be globally accessible/usable in the system. This could and should work; assuming the invoice is linked to the ticket, of course.
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1 vote
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Good idea. ALL databases should have an “Export to CSV” option. (As well as PDF where applicable). Preferably somewhere in the Admin section??
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0 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
This is a good mention and I know Zoom is a good platform. LOTS of other votes way ahead of this idea; likely won’t happen for years. I’d recommend trying ways to create an automation using Zapier, or other API tech.
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0 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Was about to post this and forgot I posted the same thing - almost 4 YEARS ago?? ...
PAYMENTS: Add “Non-Revenue” Checkbox to Exclude “Bad Debt”
Ryan (CTO, Pinellas Computers)
shared this idea
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Why even ask users to submit contact in this forum, and waste time having employees promise feature request reviews that don’t happen? This is been 3 1/2 years and was not even considered.