e-automate Ideas Portal

Customers are getting status notification alerts when they enter a supply order in EA. However, a notification is sent every time the order is updated in EA, sometimes weeks after it has been delivered, and the emails are showing to be coming from...

Our AR team is in need of a way to quickly send receipts to customers, especially in cases where a single payment was applied to multiple invoices. For sending copies of invoices, they like the feature of the quick right-click and email from the A...

When searching for equipment, it would be immensely more helpful if there were a column that showed the location remarks. It's much easier to identify a piece of equipment by the description of its physical location than by a random number.

Please increase the 1024 character limit on remarks in e-automate. We’re running into this limitation fairly frequently on calls as we try to document things well so we can see it in history. Worse it doesn’t even notify techs when they exceed it ...

When this shows up on the statement, it says finance charge. It would be helpful if we could add a description (or even a drop down option) that would tell them what it's for.

Like how CRMs/ticketing systems typically use Problem/Category fields for more granular data collection, nested/hierarchical call type fields (or call types that could then drive nested/hierarchical problem/resolution fields) would allow us to bot...

It would be great to have an option to add a fee added to the terms or to the payment queue.

Prior to moving our system to ECi hosted we had update spreadsheet templates that were macro enabled and could bulk update. In particular equipment records for default technician - we could pull the data out, make changes and push the changes back...

When a technician goes to a call and has to incomplete it for lack of parts, followed by another technician taking the assigned job over, you wonder if there would be a way to automatically have the parts transferred from the first tech's warehous...

Currently, there is only one field for the phone number. Would like to request to have a separate field for businesses or users that has extension phone numbers