Add field to show original order date in cases where an approval/payment is not made immediately
Customers that use an approval process for orders need a method to determine when the order was initially placed. Since the new checkout process was added in 2021, the order date that is shown in reports when editing the order as well as what is i...
Add ##CSRFullName## and ##SalesRepFullName## tag for notifications Estimate, Order Acknowledgement, Estimate Rejected
When sending an estimate or order confirmation notification, it would be interesting to display the name of the salesman or CSR to inform the customer. Is it possible to implement this feature? Thank you.
To have the ability to add new pages to edoc builder would be great as often ill need to do this to some previously made designs. Which instead of just being able to add a new page i have to recreate the entire edoc
Ethan Jarrett
almost 5 years ago
in eDocBuilder
0
New Idea
The Progress Bar should change color depending on status of job.
Currently in PJM, the Progress bar is red if 'cancelled', and green if any other status is listed. Green should be for 'completed' jobs only, and another color should be used for jobs that are still being worked on. This would help in being able t...
Easily download all items in an order with multiple items
In an order with multiple items, I would like to be able to download all the items at once.
For example: A customer of mine will order 6 or 7 business card sets in 1 order, but I have to open each one in order to download them 1 at a time. I'd lov...
Allow for Impersonation but NOT allow to edit profile
In a highly regulated industry, our site users can not change their profile information as it must match licensing so to control that we need to lock down their permissions to change their profile (all info is sent through an API ) BUT the challen...
Display individual inventory levels for each item in a KIT rather than an inventory for the entire kit.
Display individual inventory levels for each item in a KIT rather than an inventory for the entire kit. This would allow customers to order from current inventory items. The feature would work great for any pre-printed inventories that clients ord...
Jay
about 2 years ago
in Pressero / Kits
0
New Idea
When starting an order, the user is presented with a ship to dropdown menu. If a user has added a number of addresses it becomes unwieldy since the listing contains the entire address which most often breaks to 2 lines. Could the drop down present...
DMARC, which stands for “Domain-based Message Authentication, Reporting & Conformance”, is an email authentication, policy, and reporting protocol. It builds on the widely deployed SPF and DKIM protocols, adding linkage to the author (“From:”)...