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My ideas: PrintJobManager

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Order of jobs in the list

Is it possible to sort jobs correctly if the number of jobs in an order is more than 9? Beacause jobs 10, 11 and 12 below job 2? They should be after job 9.
Thomas Barbier about 3 years ago in PrintJobManager / List View 0 New Idea

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.
Thomas Barbier about 2 years ago in PrintJobManager / Estimates 0 New Idea

More easily combine resources to create a process

To be able to more easily create a process built from each step in the production resources, and being able to use that process on new pricing engine builds so operations doesn't need to time track each and every little step, but they are still ac...
Lew Airth about 4 years ago in PrintJobManager / Jobs 3 New Idea

Sales Reporting

being able to track how many estimates eventually turn into projects would be extremely helpful.
Lew Airth about 4 years ago in PrintJobManager / Estimates 0 In Planning Phase

Add column due date editable in page "List Estimate/Jobs"

This would look like the 2 status columns, one that is fixed and the other that is editable. This would allow for mass editing of end dates without going into the quote or job each time.
Thomas Barbier almost 4 years ago in PrintJobManager / List Manger 0 New Idea

Email notifications avalaibles by job status change

It would be interesting to have the possibility to activate an email notification by job status change. Example: on the "Billing" status, if the notification is activated, an automatic personalized email is sent to warn the customer that the job i...
Thomas Barbier almost 4 years ago in PrintJobManager / General Settings 2 New Idea

Scheduling

The settings in Scheduling are global instead of at a user level. This is a problem for companies with multiple facilities, or really just people in different positions in the same facility. Swapping these to user settings would be very helpful
Lew Airth almost 4 years ago in PrintJobManager 0 New Idea

Edit Estimates as Orders

The only edits that can currently be made to an estimate is to the product engine. No additional materials or prouction functions can be added onthe back end as they can with jobs. This would be hugely beneficial to be considered with other change...
Jon Mullins almost 4 years ago in PrintJobManager / Estimates 0 New Idea

Reporting

To be able to filter reporting by facility would be extremely helpful.
Lew Airth almost 4 years ago in PrintJobManager / General Use 0 In Planning Phase

Ability to choose a default List View within List Estimates/Jobs everytime an admin user logs in.

We do have ability to choose Home page url either as Quick List or List Estimates/jobs view from general settings however there should be a global setting or list level setting to set as default list( at the top) every time admin user logs in.
Piyush Bilgaiyan over 3 years ago in PrintJobManager / List View 1 New Idea