Settings and activity
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22 votes
Kristopher Conroy
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14 votes
An error occurred while saving the comment Kristopher Conroy
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Yes and Yes, this is a big issue when trying to search or assign communications to staff when it shows all Revoked Users! This shouldn't be a big fix, surely this could be patched when the next update is done.
Kristopher Conroy
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15 votesKristopher Conroy
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5 votesKristopher Conroy
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22 votesKristopher Conroy
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13 votesKristopher Conroy
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4 votesKristopher Conroy
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11 votes
An error occurred while saving the comment Kristopher Conroy
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Hi Angela, experiencing this issue as well. The receipt needs to be displayed better and show From/To Part Payment then Effective rather than just an effective paid to date without mentioning that the date is inclusive of the part payment
Kristopher Conroy
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19 votes
An error occurred while saving the comment Kristopher Conroy
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Hi Andrea, agreed, it would be more like a asset register type set up where you could record, locations, type of alarms and expiry dates of alarms to ensure properties that have upcoming alarm expiries can be checked. I did speak to the development team last year when they created this new Compliance register and asked them about adding in asset register items to be able to track this additional information, its alot of work but is a great way to keep ontop of expiring alarms!
Kristopher Conroy
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44 votes
An error occurred while saving the comment Kristopher Conroy
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Hi Emma, I have found a work around for this issue! in the free version of Business Insights there is now the ability to display compliance register items, you can run reports to show all properties, then export to Excel, then run ones with the compliance item, then compare and delete double ups which then leaves you with the properties that do not have the compliance item! its not ideal but its a great work around!
Kristopher Conroy
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58 votesKristopher Conroy
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32 votes
An error occurred while saving the comment Kristopher Conroy
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Hi Jennifer, i have found the same issue, if you are searching open compliance items it doesn't show last date unless you have copied it into the new record once you close one! If it had the last date carried forward and displayed it would be amazing as you wouldnt then also need to search closed compliance to find the last attendance dates etc.
Kristopher Conroy
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230 votes
An error occurred while saving the comment Kristopher Conroy
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Hi Ange,
In QLD we require Business Liability Insurance and Work Cover Policies at a minimum, having the ability to atleast record two insurance items would be extremely handy. Basic Info like the ability to record provider would be nice but the main thing it the ability to track policy expiry dates and follow up on them.
Kristopher Conroy
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56 votes
An error occurred while saving the comment Kristopher Conroy
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I feel all merge fields and data fields in PT should be available to be used as we see fit! being able to customise our own e-mails and letters is essential to how we choose to do business!
It would be amazing to be able to see all merge/data fields and create our own custom e-mails and reports and be able to export from Business Insights also these additional data fields that are often overlooked! (Rest Professional you use to be able to export every field!)
Kristopher Conroy
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12 votesKristopher Conroy
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6 votesKristopher Conroy
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21 votesKristopher Conroy
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19 votesKristopher Conroy
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This would be a great feature to be able to exclude completed/cancelled/ invoiced from the search to only show Open/Quote/Work Order so that you can easily search to see active jobs only!