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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 over 1 year ago in SRM 3 Needs more votes

Ability to delete a works order

When you manually create a works order within Web and realise a mistake and need to delete the entire works order there should be a delete button available. At the moment you have to go back into SRM to delete a works order that was incorrectly cr...
Donna Smith-Hill 12 months ago in Texada Web 1 Needs more votes

Add, change or delete Services within Tickets

Our schedulers need the ability to add, change and or delete services prior to closing delivery and pick up tickets. This is the area we use to charge our customers transport charges to and from site so the ability of doing prior to closing a tick...
Donna Smith-Hill over 1 year ago in Texada Web 2 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 6 months 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 6 months ago in SRM 1 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

Improved document emailing out of Web

Downloading attachments (inspection form pdf to go with invoice pdf) from TW and emailing from Outlook is Time consuming.
Mythily Sureshkanan almost 2 years ago in Texada Web 5 Needs more votes

Contract Export/Import update tool

The request for this idea, is to provide a tool to export contracts and re-import them with updated data, similar to inventory clean up tooi in SRM. The driver for this request is updating salesman. If this is built we should review other fields t...
John Hellens almost 2 years ago in Texada Web 0 Needs more votes

Have the Comments Box Automatically Appear When Converting Reservations

When a reservation is converted to a contract, the comments box should appear automatically in the early stages of the conversion process. This will give the counter rep any special directions or instructions re: the rental.
DJ Robertson 8 months ago in SRM 1 Needs more votes