Hi,

When we set up a file for a new client that was referred to us by an existing client, although we can select "Word of Mouth" Type in the Referred By drop down box for the new client info, we have no way of inputting which client it was that referred them. If we could do this we could run a report of our best clients who spread the good word.

Is there any option to do that? We are running v1.9

Thanks

Trev

Hi,

I'm not sure how this would work, but am putting it out there as an idea.

We have particular customers/businesses that have accounts with us that need to be checked and sent a particular way to their accounts department. I feel like I am constantly reminding staff, especially new staff, not to finalise these invoices, to just leave them in progress.

Is there any way we can make specific clients have a pop-up alert before finalising with a message to say 'Stop - do not finalise this account unless checked by management first' or similar.

Hi,

Occasionally I don't get to Customer Orders until a couple of days late (ie after a weekend). When I go through them and invoice the items that are still in progress, it seems to put today's date rather than the date the item was accessed from CubeX.

Is there a way to have the date come through from the customer orders into the client invoice, or does it need to be the date I press invoice?

Thanks,

Greta

Good morning, 

Can someone point me in the right direction to download a report that tells me

1. How much money each vet generates

2. Average Invoice written by a vet

3. Number of invoices written by a vet

because I am really confused regarding all the terminology.

Hi

I'm looking for a way to get a complete list of the last time every medication was dispensed.

G'day all,

Is it possible to create an expression to provide the postcode only from a patientOwner Correspondance/Billing Address for use in a Patient Letter?  I have tried a few variations, but no success.  If not possible, I suppose just the postcode portion could be cut from the full address as a substring.

The idea is a User Field to hide a paragraph in reminders for out-of-town clients, ie any post code not ours.

Regards Simon

The CSH text at http://www.openvpms.org/documentation/csh/1.9/reporting/debtor says:

Previous version 1.7

new version 1.9.1

sort order not working now

$F{target.product.entity.type.source.sortOrder}

This is to sort product types under patient name

What should this be update /replaced with

Previous version 1.7

new version 1.9.1

sort order not working now

$F{target.product.entity.type.source.sortOrder}

What should this be update /replaced with

Hi,

We are having some issues with Practice Location of Customers that have been seen at both of our clinics.

If they are added initially at one clinic, they forever remain at that Practice Location unless manually changed in their Customer Information tab.

This affects our invoices, Investigations (HL7), printing etc etc.

Would it be a major issue to change the archetype in party.customerperson so they didn't have a practice location? Does practice location affect other things if remove it from the customer?