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by Tim117
Tue Mar 19, 2019 11:05 am
Forum: Report a Bug
Topic: APWT5.0 Bug - New tasks on Dashboard don't show customer name
Replies: 1
Views: 228

APWT5.0 Bug - New tasks on Dashboard don't show customer name

This is new within APWT 5, on the dashboard as new tasks come in, you can hit the All filter on the top to show all the new tasks, the clients name that the task is assigned to doesn't show up unless you refresh page, or click on the Dashboard button to load that page again.
by Tim117
Mon Mar 19, 2018 11:06 am
Forum: Suggestions / Feature Requests
Topic: Category Report Request
Replies: 1
Views: 903

Category Report Request

It would be really nice to have a report that breaks down each summed category for varying types of products sold for that date range.
by Tim117
Tue Mar 06, 2018 12:25 pm
Forum: Suggestions / Feature Requests
Topic: Report for types of payments received
Replies: 0
Views: 760

Report for types of payments received

It'd be helpful to have a report that shows all types of received payments, CC sales, Checks, cash, account credit, etc. That way we can monitor what percentage of sales are happening via CC and charges incurred (estimates without having to look at the merchant statement), and also will allow for em...
by Tim117
Thu Aug 17, 2017 3:23 pm
Forum: Suggestions / Feature Requests
Topic: Create a contact, automatically tag lead
Replies: 1
Views: 797

Create a contact, automatically tag lead

When we create a contact, we'd like it to automatically check the "lead" tag, that way when we send out emails to our customer base we don't have to manually add them through exporting and import records box.
by Tim117
Mon May 01, 2017 12:03 pm
Forum: Report a Bug
Topic: Unpaid invoices
Replies: 3
Views: 1542

Re: Unpaid invoices

Sorry, it's order 5846
by Tim117
Fri Apr 28, 2017 4:33 pm
Forum: Report a Bug
Topic: Unpaid invoices
Replies: 3
Views: 1542

Unpaid invoices

Order 4836 we just had a weird issue. Sent the customer the unpaid order, he went to pay for it online, and it only displayed the State tax, but not the City and County tax, so he total showed up as $514.49, where-as the amount should have been $536.99, he noticed the discrepancy and called us. We r...
by Tim117
Wed Jan 18, 2017 4:53 pm
Forum: Report a Bug
Topic: Beta Test 4.5 bcc'ing to post to customer recoord
Replies: 1
Views: 1280

Re: Beta Test 4.5 bcc'ing to post to customer recoord

I've been using this feature on 4.5 for about a month, and it's worked well for me thus far. I've tried inserting the specifically assigned email address from APWT (like you have in the thread) into the CC box through my account within Outlook and it's tied to their record. I haven't tried a BCC yet...
by Tim117
Wed Dec 07, 2016 2:02 pm
Forum: Suggestions / Feature Requests
Topic: Sales Stats Group by Category
Replies: 1
Views: 1112

Sales Stats Group by Category

I would love to be able to see my sales stats at the end of the month viewed by product category, along with individual products as it is now.
by Tim117
Wed Nov 16, 2016 8:45 pm
Forum: Suggestions / Feature Requests
Topic: SKU Products Searchable
Replies: 1
Views: 1077

SKU Products Searchable

We're looking to utilize the SKU system that's already implemented in APWT, although the SKU field doesn't search when you add a product to a cart. If it was searchable we use a bar code scanner to add each product into the cart.
by Tim117
Wed Oct 12, 2016 12:44 pm
Forum: Help / How to use AllProWebTools
Topic: Voiding an order without voiding the payment
Replies: 1
Views: 1290

Voiding an order without voiding the payment

We got into a jam where we processed a non-profit clients order with tax, and charged him on his credit card. Then we created a new order and charged him again on a CC and refunded him with cash. so my books represent 2 charges, where they should only charge one. There's no way to void an order with...
by Tim117
Tue May 03, 2016 5:41 pm
Forum: Suggestions / Feature Requests
Topic: Version 4.3 changed how a contact is entered
Replies: 3
Views: 2964

Re: Version 4.3 changed how a contact is entered

Another issue with the new contact screen is that there's not an option to insert a referral, and we can't track our referral tree that way. Is there a timeline on this project? Possibly in release 4.4?
by Tim117
Tue May 03, 2016 5:24 pm
Forum: Help / How to use AllProWebTools
Topic: Memberships using Auto-invoicing, but not autopay
Replies: 3
Views: 2935

Re: Memberships using Auto-invoicing, but not autopay

I understand that, but if the order is unpaid due to CC being invalid or expired, the 'membership' will be inactive and won't send them an invoice 30 days later unless you manually make it active again for every client that's like that.
by Tim117
Mon Apr 18, 2016 8:27 pm
Forum: Help / How to use AllProWebTools
Topic: Memberships using Auto-invoicing, but not autopay
Replies: 3
Views: 2935

Memberships using Auto-invoicing, but not autopay

We have a few clients who'd like to pay for a membership every 30 days via check rather than Credit Card, is there a way to have the memberships auto send an invoice due every 30 days? Thanks!
by Tim117
Mon Apr 18, 2016 8:25 pm
Forum: Help / How to use AllProWebTools
Topic: Reoccurring orders processing date determination
Replies: 2
Views: 2819

Re: Reoccurring orders processing date determination

I also have clients that'd like money to come out a certain day of the month, curious if there's a way within APWT to do that!
by Tim117
Mon Apr 11, 2016 3:03 pm
Forum: Suggestions / Feature Requests
Topic: Version 4.3 changed how a contact is entered
Replies: 3
Views: 2964

Version 4.3 changed how a contact is entered

In version 4.2 and earlier you could add a new client and hit 'tab' to enter in each line item, now you have to select each field and click the 'check box'. Is there a feature I'm missing to add clients quickly that I'm not aware of?
Thanks!
by Tim117
Mon Apr 11, 2016 3:00 pm
Forum: Suggestions / Feature Requests
Topic: Tasks - Client Flow
Replies: 2
Views: 9354

Re: Tasks - Client Flow

I think this would be useful as well, both upon creating a new task having a "create and go to task" and a Complete and go to client"
by Tim117
Wed Feb 03, 2016 6:39 pm
Forum: Suggestions / Feature Requests
Topic: SKU #
Replies: 1
Views: 7893

SKU #

We're looking to add SKU # to all of our inventory, so when we sell product we can scan the SKU # on the packaging and it'll autofill under products, but the product search when adding products to an order doesn't search the SKU field, is this on purpose? Or is their a better way of doing this that ...
by Tim117
Wed Feb 03, 2016 6:36 pm
Forum: Help / How to use AllProWebTools
Topic: Give a customer a credit
Replies: 2
Views: 6421

Re: Give a customer a credit

I will try this tonight, thanks for the quick reply!
by Tim117
Wed Feb 03, 2016 11:01 am
Forum: Suggestions / Feature Requests
Topic: Default Tax Preset
Replies: 5
Views: 10988

Re: Default Tax Preset

Just to clarify, we change the tax preset from Customer Information to one we've created named Default (Which is 7.4% for State/City/County) every transaction, when you hit Calculate Tax (required before you can hit create order), it calculates and inserts tax about 75% of the time, where as 25% of ...
by Tim117
Wed Feb 03, 2016 10:46 am
Forum: Help / How to use AllProWebTools
Topic: Give a customer a credit
Replies: 2
Views: 6421

Give a customer a credit

How do I give a customer a store credit? I see the display amount, but I don't see an option to give them a credit.
Thanks!
by Tim117
Fri Jan 22, 2016 11:56 am
Forum: Suggestions / Feature Requests
Topic: Default Tax Preset
Replies: 5
Views: 10988

Re: Default Tax Preset

This feature is becoming more and more crucial, we're running into bugs where you'll select the correct Tax Preset and Calculate shipping/tax and it won't add tax in randomly on jobs, about 75% of the time it works but it seems like that script that runs just fails to run.
by Tim117
Tue Jan 12, 2016 8:16 pm
Forum: Report a Bug
Topic: Tax showing correctly, doubling amount
Replies: 5
Views: 20026

Re: Tax showing correctly, doubling amount

Looks like we had the same issue again on order 1514.
by Tim117
Tue Jan 12, 2016 11:23 am
Forum: Report a Bug
Topic: Void Payment
Replies: 1
Views: 11748

Void Payment

Hi,
I'm trying to void a payment (order #1492), and it's telling me that a credit card number is required to void payment.
Thanks!
by Tim117
Thu Jan 07, 2016 4:40 pm
Forum: Report a Bug
Topic: Tax showing correctly, doubling amount
Replies: 5
Views: 20026

Re: Tax showing correctly, doubling amount

Will do, thanks Paige!
by Tim117
Wed Jan 06, 2016 7:25 pm
Forum: Report a Bug
Topic: Tax showing correctly, doubling amount
Replies: 5
Views: 20026

Tax showing correctly, doubling amount

When we apply our tax preset of 7.4%, it shows that it's taxing 7.4% on the invoice, but it's actually applying 14.8% (double) in the total amount. Also, our tax presets are intermittently working, sometimes we have to exit and open the abandoned cart multiple times, select our tax preset before it'...
by Tim117
Tue Jan 05, 2016 8:37 pm
Forum: Suggestions / Feature Requests
Topic: Default Tax Preset
Replies: 5
Views: 10988

Default Tax Preset

Since we're using APWT in a retail environment now instead of eCommerce as it was originally designed, we don't check in our customers with a physical address (it would take too long, and tax tables wouldn't represent them correctly if they're not 80525); could you add an option to select a tax pres...
by Tim117
Mon Jan 04, 2016 5:33 pm
Forum: Suggestions / Feature Requests
Topic: Contact name in All Tasks View
Replies: 1
Views: 3292

Contact name in All Tasks View

As we're working on 40-50 client jobs at a time, it'd be very helpful if we could see Contact name under the All Tasks view and use that as a filter, especially as many of the tasks' subjects are going to be very similar.

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