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Integration between SRM and AcessIntel's debtors on-line account portal

What is the problem you are looking to solve with this enhancement request? To save time validating customers good standing How many in your organization encounter this problem? This affects 5 users, but the work these users do affects the e...
Stephen Cavanagh about 9 hours ago in SRM / SOW 0 Needs review

Labor and Services in Work Order Service Kits

Currently creating a work order service kit only allows users to build a list of parts. This is useful for preventative maintenance schedules and standard jobs for repairing equipment. Having the ability to set labor time and any services as part ...
Alex Kress 8 days ago in SRM 0 On Hold

Ticket Schedule View of Not-Scheduled Items

Right now it is difficult to see a list of all incomplete, not assigned tickets in one view. The user can see a list of deliveries, pickups and tasks separately but not easily see all of them in one view. Ideally have a "list of all tickets" which...
Alex Kress 4 days ago in Texada Web 0 Needs review

Allow use of Signature Pad Functionality

Allow the use of a signature pad device to capture in-person signatures, such as the Topaz signature pad.
Erin Velez 15 days ago in Texada Web 0 Needs review

Asset linking- Link Attachments with Equipment

Create a way in the system to designate when two assets are currently tied together- for example a specific bucket on a skidsteer- so that users are able to see which bucket is currently installed on a machine. If a bucket is taken off of the mach...
Erin Velez about 1 month ago in Rental Asset Management 0 Needs review

Making the Phone field of Reservations mandatory

Reservations can be created without entering the Phone # Navigate to Counter Menu -> Reservations Menu -> Reservation.Click on Add / Press F5Try to create the reservation by keeping Phone # blank
Stephen Cavanagh 9 days ago in SRM 0 Needs review

CREDIT WORK ORDERS HAVE A 'C' AT THE END OF THE INVOICE

WHEN CREDITING AN INVOICE THROUGH THE MISC SALE ITS USES THE SAME INVOICE NUMBER BUT WITH A 'C' AT THE END SO WE ALWAYS HAVE THAT CONNECTION. HOWEVER, WHEN IT COMES TO WORK ORDERS THERE IS NO CONNECTION WHEN CREDITING WORK ORDERS. ITS SYSTEM GENER...
Guest 2 months ago in SRM 0 Needs review

Restrict new City Tax information by Parameter/Role

When entering a new document the City field can be accessed to add a new City + associated Taxes: If the adding operator misspells a city this can lead to duplicates, and can also define City Taxes that then apply to the created document when acce...
Ben Ashton about 1 month ago in SRM 0 Needs review

To track the date that a workorder is closed, to enable performance measures around how long a workorder is left open.

We would like to track how long a workorder is left open, to ensure that we are responding to issues efficiently. To do this we need to know when a workorder is closed. Currently (According to support), "... there is no direct way or even a workar...
Guest 12 days ago in SRM 0 Needs review

Open Site box checked - as default

Our company would like the "Open Sites Only" checkbox to be checked by default when operators create any document and need to add a site from the Customer Header > Customer Information > Ship To > Site Search (please see the screenshot fo...
Guest 18 days ago in SRM 0 Needs review