Feature Requests

We would LOVE for the approval to appear in the tracker in green like approvals are supposed to. The system additions are greyed out and easily missed if we do not get the email telling us it's approved. We use the colors suggested so it would be amazing if the approval could be added in green instead of us having to copy and paste and change to green.

As per partner: Sweetie Stewart • 6 minutes ago To: Syncore Show more We have at least 2 clients with 2 web stores each. I have to keep some of the orders separate and they do a lot of reorders so I need access to all history at all times. One of these, the client actually has deleted one of the stores and now I cannot change her over to order just as a regular client because I cannot take her out of the old store. If I set her up as a new client with just the portal, then I lose all her history or have to remember to check it on a deleted person. This is just not convenient. I should be able to delete the program and have her just be a regular client. This might apply to a lot of the clients who were in the web site that was shut down.

Would be helpful if you could proceed with duplicating an SO that has the avalara line limit so that way you can delete line items easily to split the order in half and allow tax to calculate. Currently if you have a large order with the limit you have to manually re-type products into the new SO and then delete them off of the original.

As per partner: Job Types are pretty critical to accurate reporting on any Facilis Partner’s business. Having it default to a secondary type is punitive for distributors. Furthermore, it contradicts your “default” Job Type setting. To me, this is not a feature request. This is a request for your software to function properly.

Request a feature that blanks out or masks the payment keys in the Online Payments settings to ensure PCI DSS compliance. This enhancement would help improve security and reduce the risk of exposing sensitive information.

On the AR statement, I want it to be clear that invoices with pending ACH payments from paya do not need to be paid again by the customer. Or I want to be able to hide these from the statement.

Allow us to filter search results by date (oldest & newest), job numbers (lowest & newest), job descriptions (a-z & z-a), and contact names (a-z, z-a), & job type (select all, client, job, prospect, opportunity)

For Pods, it would be great to be able to change the contact in the follow up: "Follow Up For" _______ (member of the pod)