e-automate Ideas Portal

To easily see the count of on hold calls in the queues on the dispatch console.

Allow an option to select a statement identifier such as customer # to go in the subject line of emailed statements (similar to the option for Invoices). That way it is easy to identify the customer when they reply back and don't attach the statem...

Our team would like to implement an e-agent job to send $0 contract invoices to the document queue but there isnt a setting available. In contrast, it looks like both "Auto invoice sales orders" and "Auto invoice service calls" both have a checkbo...

Currently, customer pricing only applies to Sales orders. but it would also be helpful and efficient if the customer pricing was also available when creating service contracts.

Very useful for dealers to be able to run that report to see how much of a type (paper size) they are utilizing. Not only does this allow you best fit your customer with the correct equipment but allows for the best placement of those devices as w...

Hello, We are aware of this feature because one of our branches uses Hosted eAutomate, however, with our onprem installations we have a lot of employees who are only licensed for the Web Version of Excel, and thus are not able to export. Is it pos...

It would be nice if, when we install a piece of equipment and set a warranty expiration date, the system sends up a message whenever a service call for that device is opened until it expires. As is, I have to remember to check the warranty expirat...

I want to utilize E-agent to run a monthly check to see what equipment has warranties that are set to expire within the following 30 days. But, as our company spans the entire East Coast, I only want the warranties that apply to customers of my br...

Sales kits pull in frequently bundled items into the Sales order. We want to associate these items with another so they get group together in the equipment.

In the AR console, we manually send out an invoice or statement or e-agent send out emails. The customer replies to that email, but we don’t know which customer it is unless it’s clearly stated in the email address. (In the attached example, we do...