Ryan (CTO, Pinellas Computers)
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1 voteRyan (CTO, Pinellas Computers)
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1 vote
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3 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
This makes sense. As I’ve suggested several times - I think all “lists” and other programmable options should be re-arrangable.
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1 vote
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
RS is not intended to replace or improve payroll or accounting. It’s more of a sales, service, marketing and inventory system. Specialized features like this are best left to your (hopefully integrated) accounting software.
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1 vote
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Great idea!
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Add DEFAULT option for MERCHANT SURCHARGE FEE on Invoices alongside TAX field, below SUBTOTAL field.
23 votesAn error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
We stopped caring since we couldn't get this. Would love to re-add so soon as we can show segregated categories for "shop disposal fee" and "misc tax" fields. Right now we're paying around 2.10% effective - last year paid $20K in merchant fees :0
Ryan (CTO, Pinellas Computers)
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91 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
I believe this is now solved according to the updated KB:
https://feedback.repairshopr.com/knowledgebase/articles/254824-pbx-integrationPlease correct me if I'm wrong, as I'm in the process of testing a migration of our PBX from Elastix to 3CX this week!
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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)
commented
ALSO: Need to break the "Line Items" security groups across these 3 types:
Estimates
Invoices
Recurring SchedulesAn error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Recurring Tickets – List/Search
Recurring Tickets – View Details
Recurring Tickets - Create
Recurring Tickets - Edit
Recurring Tickets - DeletePLEASE! ANY update of ANY kind?
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Can these please be updated/organized/fixed?
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@Tim & Eric: Agreed on both points. Please add any additional permissions you'd like to see as well.
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Products - View Details
This would be a really great permission level so standard techs could view the specific prices/serials for serialized inventory items. The only place the price/serial is viewable is in the product details page, which we have locked off to hide cost and to disable users from editing price/details.
Thanks!
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Hi RS. Still very eager for any form of upgrade on this topic. There have been a plethora of new features added and having a security setting for them is CRITICAL! I think just an hour of TLC on security groups would be greatly appreciated by all RS users. Some new ideas on this:
1. Now that 'Credits' appear to be upgraded to the customer account, it could use it's own set of permissions (including migrating Block Hours out of 'Customers'):
>Credits - Add
>Credits - Edit Block Hours
>Credits - Apply to Invoice
>Credits - Delete2. Other modules we'd like to lock down with security privelages:
>AutoPrintr - Authenticate (their locations)
>AutoPrintr - Authenticate (all locations)
>Customer Purchases - List/Search
>Customer Purchases - View Details
>Customer Purchases - Create
>Customer Purchases - Edit
>Customer Purchases - Complete Purchase
>Customer Purchases - Delete
>Refurbs - List/Search
>Refurbs - View Details
>Refurbs - Create
>Refurbs - Edit
>Refurbs - Add to Inventory
>Refurbs - Delete3. Other permissions that would be helpful for financial security:
>Allow Usage of Discount Type - (dropdown list of discount "codes" for invoices)
>Allow Usage of Payment Type - (dropdown list of all payment types)
>Payments - Edit (eg. change type from cash to check)
>Products - Delete (serialized inventory stock)We'd really appreciate a quick look at this. Thanks!
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Additional permission that would be hugely appreciated:
Canned Responses - Create
Canned Responses - Edit
Canned Responses - DeleteAn error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@ILAN - Thank you for your feedback. I do my best to input a good 4-8 hours of feedback per month. One day RS is going to pro-rate my account for how much value I've helped add to their product ;)
@RS - Just wanted to reiterate that we need the ability to have view product DETAILS (like cost/price), but NOT EDIT those details. This is needed because some features are only visible from with inside the actual products detail page (like product label PDFs). So, please make sure both of these permissions exist separately:
Products - View Details
Products - Edit DetailsAn error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Hey guys, hoping for a positive update on this to Planned or Started :)
This would be a MAJOR help for us right now. As a global admin, I'm finding the only times I'm being bothered for help in the system are by managers who need access to security features that aren't currently available. If we can just get some final security options set, it would greatly help our managers be more effective in having control of what they need to manage.
Specifically, these are some issues and solutions we're experiencing DAILY:
"I need to un-apply a payment to modify an invoice that has been paid" : Payments – Edit
"I accidentally sent a ticket update to the wrong customer" : Ticket Comments - Strikeout
"Someone marked this payment as cash when it was paid by check" : Payments - Delete
"I made my PO at the wrong location and need to fix that" : Purchase Orders - EditAnd one more great privilege level for ALL of the above categories: " - View Change History Log"
Any expediting we can do on this topic would be extremely appreciated. These are obviously features that are going to happen; so the sooner they happen, the better. :)
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
In relation to the below security groups, they should not fully "delete"; but should instead show with a strikeout over the text. This is because public comments are email/posted to the customer portal (and may have been seen by the customer), but are no longer visible in the ticket PDF or customer portal.
In the future, we should be able to fully delete any private/internal comments, and only strikethough any public/emailed comments. There are even more possibilities if one day we make read receipts in the customer portal and emails that are sent.
Ticket Comments – Delete (only ‘their’ comments) --- strikethough if public/emailed
Ticket Comments – Delete --- strikethough if public/emailedAn error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Additional security group as per recent forum posts:
"Ticket Custom Fields - View Audit Logs"Ryan (CTO, Pinellas Computers)
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12 votesRyan (CTO, Pinellas Computers)
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0 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Please delete this request and move your vote to this topic related to a mass of security group update requests: http://feedback.repairshopr.com/forums/165658-general/suggestions/8782738-update-add-permissions-to-security-groups-complet
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8 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Please delete this request and move your vote to this topic related to a mass of security group update requests: http://feedback.repairshopr.com/forums/165658-general/suggestions/8782738-update-add-permissions-to-security-groups-complet
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1 vote
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Please delete this request and move your vote to this topic related to a mass of security group update requests: http://feedback.repairshopr.com/forums/165658-general/suggestions/8782738-update-add-permissions-to-security-groups-complet
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0 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Please delete this request and move your vote to this topic related to a mass of security group update requests: http://feedback.repairshopr.com/forums/165658-general/suggestions/8782738-update-add-permissions-to-security-groups-complet
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0 votesRyan (CTO, Pinellas Computers)
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0 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
@Troy @Robert @Admin - Close?
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Hi Andrew! This looks like a duplicate of another post I already requested (and ended up solving). Please see here for more details: http://feedback.repairshopr.com/forums/165658-general/suggestions/6989005
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4 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
This is a duplicate of my post from a month earlier: http://feedback.repairshopr.com/forums/165658-general/suggestions/31854946-recall-previous-status-after-custom-reply-is-cleared
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47 votes
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Yes please. I've had several clients unable to use payment portal because their browser ID's it as dangerous. Calls about it all the time.
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0 votesRyan (CTO, Pinellas Computers)
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1 vote
An error occurred while saving the comment Ryan (CTO, Pinellas Computers)
commented
Differentiate Between SWIPED and KEYED Transactions EVERYWHERE... I was just about to post this new request and came across this one made 2 years earlier.
The Gateway Reconciliation Report REALLY needs a filter for Swiped vs Keyed. Our Auth.net account batches retail/ecommerce deposits separately, so while the GR report will show a total of $3,000.25 - our bank will have two deposits for variable amounts, totalling the sum of the GR report - SUPER difficult to reconcile, and a nightmare on Mondays when we get two sets of deposits for Friday, Saturday AND Sunday all on the same day.
A simple label for "Swiped" and "Keyed" with a filter to select one or both would be infinitely helpful. Then we could run a report on all the deposits of each type and do both reports in under 5 minutes. Otherwise, it's a daunting task of figuring out which two deposits equal the total payments for each day. This is a very minor feature request and would save users lots of time every single month.
Also, the other data listed originally would be super nice to have at a glance as well. Two years and patiently waiting. Thanks.
Ryan (CTO, Pinellas Computers)
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Ryan (CTO, Pinellas Computers)
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This makes sense, and I agree.
It’s worth noting: if you use serialized inventory, you are able to select serials (from another location), without being logged into said location, so long as you have permitted access in security groups.