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Forum: Enhancement Requests

Got a great idea for future expansion and enhancement of BizWizard Professional. Post your ideas here. Let the entire user community know what you would like to see. After discussion on a topic has been completed, we will evaluate it and post it to the Development forum should the enhancement fit within the scope of BizWizard Professional.

  1. Red face Update suggestions to Biz Wiz

    Under the Contacts lists: Once you remove a contact on the account, the empty space will remain. So what happens is you can pull up a customer, go...

    Started by Joe Pisani, 09-27-2018 09:58 AM
    bizwiz enhancement, easier
    • Replies: 0
    • Views: 288
    09-27-2018 09:58 AM Go to last post
  2. Custom POs on Quotes - Should not show up as Pending POs

    When an order is duplicated and has a Custom Purchase Order attached, that PO shows up in the list of Pending Purchase Orders. This is an issue...

    Started by Briana312, 01-26-2016 01:31 PM
    • Replies: 2
    • Views: 4,901
    06-25-2018 01:26 PM Go to last post
  3. Order Acknowledgment Terms data field

    Currently on orders set up for direct billing, the terms field says "Balance will be Invoiced". It would be more user-friendly if that field...

    Started by Briana312, 06-25-2018 11:06 AM
    • Replies: 1
    • Views: 478
    06-25-2018 01:13 PM Go to last post
  4. Line Items

    It would be easier to be able to add a line item in the middle of the order line items. Right now, if a sales rep forgets a line item, they have to...

    Started by Alpine Awards, 03-26-2018 01:37 PM
    • Replies: 0
    • Views: 1,212
    03-26-2018 01:37 PM Go to last post
  5. Info on Receivables

    We're trying to do a better job of managing our receivables. Over the years we've learned that we can reduce them by a fair amount by simply calling...

    Started by Crown, 10-31-2017 12:18 PM
    • Replies: 1
    • Views: 1,853
    10-31-2017 02:14 PM Go to last post
  6. Printing of multi-page Work Orders ...

    We would like to see the Order Number printed in the lower left hand corner of all pages of the Work Orders, opposite the "Page 1 of ..."...

    Started by GregPeck, 10-10-2017 10:31 AM
    • Replies: 0
    • Views: 762
    10-10-2017 10:31 AM Go to last post
  7. Quick customer transaction

    Any chance of adding the ability for a quick transaction order? I'm hoping for a way to capture a quick transaction with a customer that does not...

    Started by Becks2481, 06-09-2017 07:58 AM
    order entry, speedy transaction
    • Replies: 1
    • Views: 1,962
    06-09-2017 11:40 AM Go to last post
  8. Customer Default Order Comments

    Is there a way for the default order comment on a customer account to pop up when you enter a new order from customer contact > add new order. If...

    Started by Alpine Awards, 02-01-2017 12:27 PM
    • Replies: 0
    • Views: 2,717
    02-01-2017 12:27 PM Go to last post
  9. Company Email Address on Customer Invoices

    Can you add the Company's Email address to the Invoices. Thanks

    Started by lmengrav14, 01-11-2017 02:41 PM
    • Replies: 0
    • Views: 2,472
    01-11-2017 02:41 PM Go to last post
  10. job numbers on PO

    So when I use OM to create my daily supplier POs, there will be multiple lines that potentially apply to several orders. For example (Niels showed me...

    Started by 5StarAwards, 11-04-2016 07:37 AM
    • Replies: 1
    • Views: 4,626
    11-16-2016 01:38 PM Go to last post
  11. surface pro 4 tablets

    I bought 2 surface pro 4 tablets because I was told they are compatible with bix wizard order manager and shop kart. They are for the most part but...

    Started by PUNKERSZ, 06-28-2016 09:10 AM
    • Replies: 1
    • Views: 4,279
    08-19-2016 12:54 PM Go to last post
  12. Credit Card Authorization form editing

    I would like to see the CC Authorization form amended by NetSoft or I would like to be able to edit the Credit Card Authorization form I email my...

    Started by edduprey, 07-27-2016 11:33 AM
    • Replies: 1
    • Views: 3,805
    08-19-2016 12:46 PM Go to last post
  13. Search Query for "PO numbers"

    We deal with a lot of schools from local to colleges and All use a PO# Which is what they give you when they inquire etc about a pending order. be it...

    Started by Trophies2, 05-26-2016 11:36 AM
    • Replies: 1
    • Views: 4,475
    05-26-2016 11:54 AM Go to last post
  14. support External File type .MP4

    Sometimes we have videos we would like to attach. We can attach them but the file type doesn't display on the order documents list so they are a...

    Started by Briana312, 05-09-2016 01:22 PM
    • Replies: 1
    • Views: 1,173
    05-11-2016 01:35 PM Go to last post
  15. More difficult to put in Pickup Location after Installing Update

    I used to double click on the pickup location box and enter the date & time I called for pickup. That doesn't work anymore. Now I have to open the...

    Started by Briana312, 03-30-2016 12:22 PM
    • Replies: 0
    • Views: 3,833
    03-30-2016 12:22 PM Go to last post
  16. Pop-up window announcing new logo for a company

    I've had another customer update a logo. I wonder if we can have a pop-up window reminding our customer service and art people that there is a new...

    Started by awardsguy, 02-12-2016 03:16 PM
    new customer logo notice
    • Replies: 0
    • Views: 3,929
    02-12-2016 03:16 PM Go to last post
  17. Please add Color Themes back in

    Color themes were removed in the 9/10 upgrade. This is a downgrade for us. Having different color themes for different users makes it easier for...

    Started by Briana312, 11-02-2015 08:08 AM
    • Replies: 3
    • Views: 7,468
    02-09-2016 03:05 PM Go to last post
  18. Credit Card Authorization form - "security code"

    Instead of asking for a "3 digit code on the back of the card", could it just say "Security Code." The reason being is that American Express is...

    Started by Briana312, 01-29-2016 11:38 AM
    • Replies: 0
    • Views: 4,179
    01-29-2016 11:38 AM Go to last post
  19. Add Information to Shipping panel

    When entering information into UPS for shipping, I copy and paste the information from the shipping panel. it would be helpful to have the email...

    Started by marybales, 06-26-2015 05:07 PM
    shipping, ups
    • Replies: 3
    • Views: 9,219
    01-26-2016 01:50 PM Go to last post
  20. Employee/timesheet reports

    I would like the ability to print a report to excel that would show me all of en employee's time sheet details -- period, days, hours worked, OT,...

    Started by 5StarAwards, 01-24-2016 01:02 PM
    • Replies: 1
    • Views: 5,007
    01-26-2016 01:22 PM Go to last post

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