History Search
complete
Gerald Martin
Protractor needs a better history search lookup.
At minimum, a keyword search should be implemented everywhere where history is available. This will help shops who recently joined Protractor who have imported history. I hope other shops add feature requests to this related to better history access.
N
Nelson Beverly
So far the new history search improvements have been working nicely and save us time.
Darren Williams
Nelson Beverly: Thank you, Nelson!
Jen
History search through estimates (at the bottom ribbon like on an open RO) would be very helpful.
Darren Williams
Jen: You can vote on that here: https://ptr.canny.io/ptr/p/history-tab-on-estimates-and-invoices-like-on-work-orders
Gerald Martin
Darren Williams can this same history search be included in the main search page (binoculars button)?
Darren Williams
Gerald Martin: We plan to add the enhanced search to the 'invoices' tab of contacts/vehicles. That method should be closer to the way the find button works. We will take a look at that point.
Gerald Martin
Really appreciate this new feature, as well as the copy / paste of service packages. I'm hoping in a future iteration any invoices with the search term might be opened as a preview and the search term highlighted!
Darren Williams
complete
Live today with version 18200!
Darren Williams
in progress
Korey Cutlip
I understand protractor people think the system is fine as is but when you can see everything at one time without having to open up each individual invoice the time savings is significant. I've attached screen shots of RO Writers history in the storybook format as well as quick glance at all labor and parts history in one place showing date and mileage. This is superior to what protractor currently does.
Gerald Martin
Good to see this is planned. Is there any update on when we can expect to see some of these "planned" improvements?
Darren Williams
planned
A
Alan Joffray
When you look at the History tab in the vehicle or work order it will show all jobs performed and any deferred work you remedied. You can then open any invoice from there and look at details. That is the advantage of having the story book format. Easy to tell when you did a particular job. Also in a work order when you title search for a job it will go back 3 years and see if you have done anything that matches in the title wording.
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