Search found 41 matches

by tanyah
Fri May 05, 2023 9:25 am
Forum: Technical Issues
Topic: History sort order doesn't return to same order
Replies: 10
Views: 11696

Re: History sort order doesn't return to same order

Is there any update on a fix for this issue?
by tanyah
Mon Apr 24, 2023 7:19 am
Forum: Reports + Printing
Topic: EMAILING CUSTOMER INVOICES
Replies: 1
Views: 1505

EMAILING CUSTOMER INVOICES

Is there a way to email customer invoices in a batch versus sending individual emails for each invoice.
by tanyah
Wed Jan 04, 2023 8:29 am
Forum: Database + Settings
Topic: NEW update: WIP Sorting Columns Don't Stay?
Replies: 2
Views: 1330

Re: NEW WIP update: sorting columns do not stay

megoff wrote:
Wed Jan 04, 2023 7:21 am
Hi there, we are aware of the WIP sort and the font size. We are in the process of getting a release ready to go that will address both issues. For more information please follow this post. viewtopic.php?f=179&t=14266
Thanks
by tanyah
Wed Jan 04, 2023 6:50 am
Forum: Database + Settings
Topic: NEW update: WIP Sorting Columns Don't Stay?
Replies: 2
Views: 1330

NEW update: WIP Sorting Columns Don't Stay?

Very frustrating with the latest updates... In the WIP screen if you sort a column, the sort does not stay when you open and close a ticket. We use the sort feature on the Status column all the time, to notify the boss when he needs to approve RO's and when we need close out the approved RO's. Very ...
by tanyah
Tue Jun 21, 2022 2:39 pm
Forum: Technical Issues
Topic: SOME CUSTOMER'S HAVE NOT HISTORY with 8.4.1.127 update
Replies: 2
Views: 1692

SOME CUSTOMER'S HAVE NOT HISTORY with 8.4.1.127 update

We have been working on cleaning up our customer database. We noticed yesterday, after updating the latest update, that we have a lot of customers with no history detail or vehicle history but with the last visit of 06/20/2022. Has anyone else seen this occurrence? Some of the customer names we know...
by tanyah
Mon Sep 13, 2021 2:31 pm
Forum: Technical Issues
Topic: Purchase Order Cost Update
Replies: 5
Views: 3043

Re: Purchase Order Cost Update

Yes that is the screen and what I am talking about. If the OK box in the PO window does not have the focus, why does pressing enter button close the box
by tanyah
Mon Aug 09, 2021 1:56 pm
Forum: Technical Issues
Topic: Purchase Order Cost Update
Replies: 5
Views: 3043

Re: Purchase Order Cost Update

the computer screen focus is set to the ok button and it still does not update the cost if pressing enter. There is a blue border surrounding the key. We can press enter to update the quantity just not the cost.
by tanyah
Mon Aug 09, 2021 12:02 pm
Forum: Technical Issues
Topic: Purchase Order Cost Update
Replies: 5
Views: 3043

Purchase Order Cost Update

In the "Edit/Receive Parts for Purchase Order" if the item has been received and the cost needs to be corrected pressing the "enter" key for OK does not work to save and update. The only way to save & update is to click on OK. Why? Can this be fixed?
by tanyah
Wed Jul 28, 2021 1:46 pm
Forum: Reports + Printing
Topic: WIP - Parts
Replies: 7
Views: 6454

Re: WIP - Parts

I have found a report in Bolt On that helps still a process but I can go thru that a lot faster than going thru tickets one by one. Don't get a part number in report but I get a description and I can go to the invoice then.
by tanyah
Wed Jul 28, 2021 1:42 pm
Forum: Tips + Ideas
Topic: CANNED JOB QUICK MENU LIST
Replies: 6
Views: 3889

Re: CANNED JOB QUICK MENU LIST

Really like the idea of Category with drop down, that would solve my issue.
by tanyah
Wed Jul 28, 2021 1:32 pm
Forum: Tips + Ideas
Topic: 8.3.1 Update Questions
Replies: 10
Views: 6476

Re: 8.3.1 Update Questions

Speaking of the recent updates, can someone help me understand the theory of changing the beginning set point when opening the Apply Payments window - why was it reset for History instead of how it was with Payment type.
by tanyah
Fri Jul 09, 2021 10:08 am
Forum: Technical Issues
Topic: Purchase Order ALT + Edit Shortcut
Replies: 1
Views: 4391

Purchase Order ALT + Edit Shortcut

Can we get the functions corrected on the Purchase Order window: shows that using ALT+E should open Edit for the PO, however it brings up the email box instead.
PO.png
PO.png (38.67 KiB) Viewed 4385 times
by tanyah
Mon Jun 14, 2021 12:42 pm
Forum: Tips + Ideas
Topic: CANNED JOB QUICK MENU LIST
Replies: 6
Views: 3889

CANNED JOB QUICK MENU LIST

Is it possible to expand the canned job quick menu list from 30 to possibly 40 or 50?
by tanyah
Tue Mar 02, 2021 1:42 pm
Forum: Database + Settings
Topic: Backdate Invoices
Replies: 5
Views: 5549

Re: Backdate Invoices

I agree who cares when the invoice was printed, this should just go away. Warranty, Insurance, & Rebate companies do not care when printed their interest is when was the work completed or the purchase date. Work Completed is way more important than Printed date.
by tanyah
Tue Mar 02, 2021 1:26 pm
Forum: Parts + Ordering
Topic: Non-Inventory Part Charge
Replies: 6
Views: 4040

Re: Non-Inventory Part Charge

Another option would be to add a canned job for "dye & OIl". There is a report that will tell you how many times the job was used.
by tanyah
Wed Feb 24, 2021 4:29 pm
Forum: Parts + Ordering
Topic: Inventory Users Guide?
Replies: 28
Views: 17537

Re: Inventory Users Guide?

The Tire checkbox is used to confirm which part records will be included in Tire Package search results. Why does the tire checkbox eliminate the category selection? The box should be moved before the category field. Plus it gets missed half of the time due to its location on the screen, it is a ve...
by tanyah
Wed Feb 24, 2021 4:17 pm
Forum: Parts + Ordering
Topic: Repair Link not switching vendor
Replies: 1
Views: 1704

Repair Link not switching vendor

I have been noticing that when parts are ordered through an RO ticket via Repair Link - it is not saving the change of vendor and if you go to the Purchase Order screen in Mitchell the vendor is grayed out and is unable to be changed. How can we fix this issue?
by tanyah
Wed Feb 24, 2021 4:14 pm
Forum: Parts + Ordering
Topic: Purchase Orders not adding quantity
Replies: 0
Views: 2863

Purchase Orders not adding quantity

I came across a PO today, the parts were not created as inventory parts - so i created them, saving the PO after each one so as to not receive any errors. Upon closing the PO I went to update the Repair Order with updated inventory parts and I noticed the PO did add the quantity for the parts on the...
by tanyah
Tue Sep 01, 2020 1:24 pm
Forum: Database + Settings
Topic: Vehicle Driver List
Replies: 1
Views: 1881

Vehicle Driver List

Why does the driver list (under vehicle tab - View/Edit Driver) not reflect the telephone list in the customer tab?
by tanyah
Tue Mar 10, 2020 8:23 am
Forum: Tips + Ideas
Topic: Purchase Orders
Replies: 0
Views: 3559

Purchase Orders

With closed PO's it would be really nice and beneficial if we could either be able to double click the part line to view details or if the PO part line would show the inventory part and tire check boxes. When researching inventory discrepancies it would help with trying to verify if the part was rec...

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