e-automate Ideas Portal

Our attachment directory has over 1 million files. It is slow to backup and slowly downing the server overall. Breaking this up into multiple directories would be helpful.

I recently was working with eci to create an e-views report that would include open AR invoices and also populate the customer tasks for the account. We can run a report for Customer Tasks and import the Customer Open Invoices (amount) on account ...

Would be nice to add On Hold Status to sales quotes headers, would benefit sales and AR. Sales reps would be able to identify any issues with potential sales as well as supplies would be able to identify potential issues with orders placed.

When we send out emails from AR, many of our customers reply directly to the person who sent it - inquiring about the invoice that was sent. Most times we are completely unaware of what Invoice number they are referring to. Please let us know if t...

Often our customers at universities, schools, and retirement communities want supplies shipped to a specific address that is different from the physical location or billing location.

Our company generates a set up call and installation calls for each device. This ensures each device is accounted for and delivered. Unfortunately, it is incredibly time consuming to manually update each service call as we assign out the tech clos...

It would be helpful to enter the customer pricing when creating the customer, you cannot see the customer pricing from the customer profile.

We need an option under Accounts receivable > Customer setup defaults to enter a Country so it is auto-populated on new customers.

We need options in Accounts receivable > Customer setup defaults for Customer Type and Check assess finance charges.

You are are to create notes in the equipment that shows up if you create a sale or if service creates a call but nothing for the person who uploads meters. I have to go hunt and find information in various places and it would save a considerable a...