Pinned ideas

PINNED Duplicate Associate popup warning

Requesting that a popup appears during creation of a new associate. If it is possibly a duplicate associate, prompt the user to confirm and select the correct associate from a list of candidates, or to continue to create a new associate.

Quorum DMS

Showing 15

12 VOTE

Add the ability to minimize the Ribbon menu

We like the functionality of the Ribbon Menu, however, I do not need it displaying all the time. I would like to be able to minimize it so that the balance of my screen is not made smaller. As it is the balance of the screen that is being utilized...

Guest over 1 year ago in Quorum DMS / QuorumDMS Accounting 5 Shipped

17 VOTE

Duplicate Associate popup warning

Guest almost 4 years ago in Quorum DMS / QuorumDMS Accounting 1 Shipped

7 VOTE

Add ability to limit which employees can confirm a sales appointment

We require the ability to limit which employees can confirm a sales appointment. They must not be able to self confirm. By requiring a manager to confirm the appointment we can better hold the team accountable as to the legitimacy of their appoint...

Glenn Smaha about 2 years ago in Quorum DMS / QuorumDMS Sales 0 Shipped

4 VOTE

Make the license plate a mandatory field on Work Orders.

I would like to have an option to make a license plate number a mandatory field when ever we write a work order, similar to how tag number is required today. There must be an option to entre blank, as some vehicle really don't have plates on them....

Guest over 2 years ago in Quorum DMS / QuorumDMS Service 0 Shipped

3 VOTE

Please remove the "what's new" tab from the top of the screen in XS

Guest about 2 years ago in Quorum DMS / QuorumDMS Service 1 Shipped

2 VOTE

Government requires the registry number to be recorded on all the invoices.

Customers that have an Indigenous Status Registration card which exempts them from paying GST. We can set their profile to not calculate the GST but the Government requires the 10 digit registry number or band name to be recorded on all the invoic...

Guest over 2 years ago in Quorum DMS / QuorumDMS Service 1 Shipped

2 VOTE

Add "Price Lock" feature to Service Quote Parts

Would like the 'Price Lock' feature added to the Service Quote Parts Window. The same as the "Lock" function in the "Parts" tab while in "Work Orders" if a part price has been modified the change can be locked.

Guest about 3 years ago in Quorum DMS / QuorumDMS Parts 0 Shipped

1 VOTE

Enhancement Request: Appointment Confirmation Restrictions for Improved Sales Management and Performance

It would greatly benefit our operations if we could implement certain restrictions for Sales Appointment confirmations. Ideally, we would like to limit the ability to confirm appointments either by user or, if that is not feasible, by job role. Th...

Glenn Smaha over 2 years ago in Quorum DMS / QuorumDMS Sales / Sales Planner 1 Shipped

1 VOTE

Keep the line focus in the Service Group Maintenance Window

Currently when you are working on your op codes via the service group maintenance window, if you you open up an op code or create a new one and open to input details - when you click the back button to return to the service group maintenance list,...

Guest over 2 years ago in Quorum DMS / QuorumDMS Service 0 Shipped

1 VOTE

Add Service 'Quote' Button to the Work Order Part Sales Window

I would to have the quote button added to the parts window in a work order. At the moment we have to go under Labor Operations or Service History to access the quote. As the parts department, we don't go under Labor Operations or Service History o...

Guest over 2 years ago in Quorum DMS / QuorumDMS Service 0 Shipped

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