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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 7 months ago in SRM 3 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 12 months ago in SRM 0 Needs more votes

Auto Apply a Marketing Code to Reservations

This is already doable for contracts and invoices. It should be available for reservations. This allows us to add a marketing code such as hours of operation, special holiday hours, or special instructions that would be helpful for customers.
DJ Robertson 8 months ago in SRM 1 Needs more votes

Allow ability to update Customer Credit Rating on AR Customer Payments screen

Existing functionality: The credit rating is displayed when entering a customer payment. This cannot be changed. Requested functionality: Ability to change the credit rating of a customer in Customer Payments if the credit rating does now allow ac...
Ben Ashton 8 months ago in SRM 1 Will not implement

Ability to change Credit Rating when processing Customer Payments

When customers are put onto stop credit need to streamline the process to take off credit when they pay the account
Donna Smith-Hill 8 months ago in SRM 4 Needs more votes

Change how alternate descriptions are handled

Currently if a customer is set to use the alternate language and the alternate language description is not populated, nothing prints on customer documents In the event the event the alternate language is blank use the standard description Add a pa...
Guest 5 months ago in SRM 0 Planned - to be scheduled

Create a function to have "All Email Types" default to ticked.

This is in regards to the "All Email Types" box that appears at the bottom of the "Add cash customer" screen whilst creating a new reservation. It defaults to being unticked and we would like to have the choice to change the default to being ticke...
Amanda Craig 6 months ago in SRM 0 Needs more votes

Send notification after a document has been E-signed

Currently when a document is e-signed there is no internal notification from SRM that the signature is complete 2 requests for this services and Hi Reach
John Hellens about 1 year ago in SRM 0 Planned - to be scheduled

Back Office Summary Reports - Rental Journal Trx Summary and Daily Close Postings. Can these reports be exported to excel? Just the attached two pages.

Back Office Summary Reports - Rental Journal Trx Summary and Daily Close Postings. Can these reports be exported to excel? Just the attached two pages. ​
Donielle Gros 7 months ago in SRM 0 Needs more votes

Add a function to delete old attachments (e.g. old signed contracts)

Texada offers limited space to store documents, including signed contracts using Texada's digital signature function. As a result, under normal use, users will continually run into their storage cap, disabling the digital signature function until ...
Daniel Rowland 7 months ago in SRM 1 Will not implement