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SRM

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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 8 months ago in SRM 1 Needs more votes

Allow operators to search using email from the customer master

Received a report today where the operator would like to minimize their time when searching the customer base - for the customer search engine to use email. At this time there does not seem to be a way to search for a customer / customer contact b...
Guest 12 months ago in SRM 1 Needs more votes

Transport Tickets - Reporting

We would like the ability to generate reporting on the closed transport tickets to be able to review the efficiency of our transport division and to help with resourcing.
Brad Eppingstall about 1 year ago in SRM 1 Needs more votes

1099-NEC recipient forms mailed to vendors in the U.S. need to be three per sheet.

The federal government in the U.S. requires three forms per sheet, and Texada is producing two per sheet. We file electronically but still need to send the forms to our vendors.
Guest 8 months ago in SRM 1 Needs more votes

When entering Miscellaneous Journals in the GL, the operator Batch code should auto-populate.

When entering Miscellaneous Journals in the GL, the operator Batch code will not populate automatically, it has to be manually entered for each entry. Can that be changed so it does? When entering A/P invoices the batch code DOES auto-populate onc...
Guest 10 months ago in SRM 1 Needs more votes

Ability to Capture Card in customer information

When setting up a customer in customer information, have the ability to capture their card at that time.
Donielle Gros over 1 year ago in SRM 3 Needs more votes

Ability to change job cost codes by stage of job

For companies who manage customer billing with job costing, they would like the ability to manage them by stage of job by site supers, vs currently only being managed at the Group level as it is today.
Adam Kropf 6 months ago in SRM 0 Needs more votes

Request for print to work in View Contracts screen

Received a report from an operator out of W71 where they would like an option for the system to print the contract when they double click on the contract number in the view contracts screen from: Inventory Inquiry > Product Information > Vie...
Guest about 1 year ago in SRM 1 Needs more votes

Print logged in operator on off rentals

Currently SRM does not print the logged in operator on off rentals. The operator that issued the off rental would be useful information.
John Hellens almost 2 years ago in SRM 0 Needs more votes

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 8 months ago in SRM 1 Needs more votes