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Estimates discription names

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Subject :Estimates discription names.. 03-01-2009 06:09:38

Els

New User

Joined: 03-01-2009 05:56:08
Posts: 2
Location:

In the current version, the estimate window shows the "name" as it should print on the estimate, but does not show the "discription" as chosen from our treatment lists. This has occured in the past, and had been corrected. If for example we call a treatment: DHPP #1, but want it to appear on the invoice or printed estimate as: Distemper-Parvo combo vaccination, and we have a treatment DHPP #2, and want it also to appear on the invoice or printed estimate as Distemper-Parvo combo vacicnation, we can no longer tell which treatment has been entered into the estimate, prior to printing, as it shows the "Name" not the "discription" in the estimate window. This makes verifing an estimate was created correctly with new staff members difficult because you have to know the code number to see what they entered into the estimate. Although the client will see the correct printed estimate, I have to go back to all the medical history entries at the end of the day, to verify that the correct treatment was entered, when posted from the estimate window by my new staff member. For example DHPP #2 and DHPP #1 will show up on the screen same way, in the estimate window, but will be correct in the medical history window, as it then again shows the discription name. Can this be corrected back to the original way it showed up on the estimate tab prior to printing? In other words show the discription name in the estimate window, not the chosen name?
 
Thanks!

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Subject :Re:Estimates discription names.. 05-05-2009 04:10:13

NorthlandAH

User

Joined: 04-28-2009 03:12:13
Posts: 12
Location:

DITTO!
Couple different areas that Avimark does this as well

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Subject :Re:Estimates discription names.. 10-14-2011 02:24:27

Els

New User

Joined: 03-01-2009 05:56:08
Posts: 2
Location:

Try training a new employee with an estimate tab, and you can not see what was chosen by them.

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Subject :Re:Estimates discription names.. 10-27-2011 03:44:52

Jeremy-AVImark

Advanced User

Joined: 02-11-2009 12:49:44
Posts: 785
Location:

Els,

If you right-click on an entry within the Estimate, you can click View, Entry History to bring up a listing of who added the entry to the estimate and when.

We are working towards Entry History on all areas of the client information display including the estimate tab.

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This posting has been authorized by McAllister Software Systems, LLC and was written by Jeremy Bennett, Client Relations Manager


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