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When editing a contract, keep the screen in edit mode until the User Saves it.

Currently when I edit the contract, add a line, the screen goes back to "view only" and I have to click edit every time I want to change something. Keep the screen in edit mode until I click save.
Guest 9 months ago in Texada Web 0 Planned - to be scheduled

Trigger a Rental Return from Contract list and Contract Edit

Having to jump between multiple screens to execute tasks is bothersome. Have a button to start the return from the contract list and from the edit contract. I find myself going to the contract list to find the contract, confirm this is the one I w...
Alex Kress 9 months ago in Texada Web 0 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 about 1 year ago in SRM 0 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 10 months ago in SRM 3 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 about 1 year ago in Texada Web 5 Needs more votes

Update the site on a pickup ticket

Received the following suggestion from a Branch Manager: If when creating a pick up ticket- could be an option to update the site at which the unit is to be picked up? As it stands we put a note in the comments section but that’s easily missed by ...
Guest 5 months ago in SRM 1 Already exists

ADD workorder ( committed inventory) in Sales inventory screen

this would allow to better manager incoming inventory and to allocate to the proper document. currently in Sales inventory screen, on the top right hand corner, you can see if an item is on a contract, on s reservation or a sales order, however, w...
Guest 5 months ago in SRM 1 Already exists

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 5 months ago in SRM 1 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 over 1 year ago in SRM 0 Planned - to be scheduled

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 10 months ago in SRM 1 Needs more votes