e-automate Ideas Portal

There should be an option for an exact dollar amount of a disount in purchase orders instead of or in addition to a percentage. The percentage almost never works out to the dollar amount we are trying to discount even with a lot of trial and error.

There should be an option for an exact dollar amount of a disount in sales orders instead of or in addition to a percentage. The percentage almost never works out to the dollar amount we are trying to discount even with a lot of trial and error.

We are a small business so everyone does a different job. The Permissions List is very difficult to use as ECI Support is not able to tell me what I'm giving employees permissions to do, see, or access based on the name of the permission. Every ti...

It would be nice if there was a Queue you could see of sent emails. It's a very time consuming to have to email things to ourselves, save them on our desktop, email it separately and delete it in order to have a record of it and it.

We would love to be able to receive a PO, but still add the shipping charges to it after it's been received. We want the PO to match the cost of the Invoice as the PO is related to the sales order and it allows employees without access to Accounts...

Why is the search bar on the service dispatch different than every other console? We would love to be able to search dispatch like you would for Sales Orders.

On Sales and Contract Invoices you can right click and see the notes of when the invoices were sent and to who, if the PO was changed, etc. WHY can't you see that on Service Invoices?

We work with a lot of schools and hospitals that provide a PO# after the service invoice has already been created. We need to be able to add a PO# without voiding an entire invoice and creating a new record which then creates a 2nd Invoice Number ...

We can't use the Quotes feature in ECi as many of our products require additional notes and the characters allowed the Item Line on the Quote isn't large enough. Why would quotes not be exactly like Sales Orders or Invoices?

Add a contact filter to the meter reading request e-agent task, so that automatic meter read requests can have different messaging depending upon whether the equipment meter read contact is setup on e-info or not. The following columns should be f...