BidMagic User Group

Campus Room Feature

Sat, 14 Apr 2012 20:42:10 GMT

I like the new Campus Room List feature. It's very helpful. One request, though....when using the standard room list, it is possible to add notes to each room, which has become very important to us when putting quotes together. This feature disappears when using the campus feature, though. Would it be possible to add the notes section back in when using the campus feature?

Forum: BidMagic for Residential & Commercial AV Installers

Word 2010 +Pro Ver7.7.5.1 problems

Thu, 22 Mar 2012 00:37:14 GMT

I just moved my software from my XP machine with Word 2007 to my Win7 machine with Word 2010. I have noticed all kinds of format issues with with standard templates plus all of my PO's that were saved in XML cannot be opened. I am not sure if this is a Word 2010 issue (I know the XML problem is) but I have also updated to the newest BidMagic version Pro 7.7.5.1.

my proposal's no longer display the salesperson's name and there are two line spaces between each item, I cannot even drag images and items from past proposals either.

There also seems to be a problem with creating a PO, you cannot even select an item. I cannot create custom templates either because an error closes the software.

Has anyone experienced these issues with the new version. trying to figure it out.

My old XP machine with 2007 worked perfectly, the last software update that I did to Bidmagic on this machine was in January.

Any Thoughts?

Forum: BidMagic for Residential & Commercial AV Installers

Sales Tax defaults

Wed, 14 Mar 2012 16:59:03 GMT

Would it be possible to add a default setting in the next build that allows us to always have sales tax be set to on? For example, in NJ we are required to charge sales tax on all labor and shipping as well as items. When we create a job, it is not uncommon for a salesman to forget to check the box next to Shipping and therefore forget to charge the client sales tax. Or when creating a new item, users sometimes forget to check the "Labor Tax" box in the item creation screen and therefore we are not charging the correct amount of sales tax. If those items could be set as a default to always be on, it would be incredibly helpful.

Forum: BidMagic for Residential & Commercial AV Installers

Sales Person List

Tue, 24 Jan 2012 17:24:03 GMT

I would like to see a drop down list for the sales person field added to the Bid Settings vs having to type in the sales person every time.

Forum: New Features Requests

Viewing/Sharing bids

Thu, 01 Dec 2011 17:06:54 GMT

I know how to use the "Share Bids" page, but I really want all of my users to be able to access all of the bids, regardless of who created them. I have checked the "Access All Bids" box in the "Manage Users" page, but that I still have users who cannot see bids unless those bids are specifically shared with them. Am I missing something?

Forum: BidMagic for Residential & Commercial AV Installers

Adding Packages, where is product page?

Sun, 13 Nov 2011 16:30:38 GMT

Manual says:

"On the Products page, select the Product Manager Button or better yet, right click on a Product."

Where is the products page?? All I see in tabs is Bid and Client Dashboard.

Tuck

Forum: BidMagic for Residential & Commercial AV Installers

Purchase Management - Sorting

Wed, 02 Nov 2011 15:52:03 GMT

It seems that the Purchase Management screen cannot be sorted by the column headers. Is that something that can be added to a future build?

Forum: BidMagic for Residential & Commercial AV Installers

BidMagic runs very slowly

Mon, 24 Oct 2011 13:23:04 GMT

Does anyone else find that BidMagic runs painfully slowly? Has anyone been able to improve on this? If I'm the only one, is there something wrong with my set-up?

Forum: BidMagic for Residential & Commercial AV Installers

Option to remove Labor Total from room

Fri, 30 Sep 2011 18:00:02 GMT

I see that we can combine the equipment and labor totals, as well as separate them. In the past I have always separated them and just went back and deleted the Area Total Labor line. Having a few larger bids come up recently with 20-30 plus rooms/areas the task of deleting the area labor becomes tedious. The only solution is to either not have room totals or delete the labor. Could this be a possible addition in a later revision? To be able to include or exclude labor totals from rooms while still keeping the equipment totals for the room.

We have also had some jobs where we have added the labor as a product within the room or to the whole project from the labor phase sections which still requires the removal of the area total labor. Maybe a function that defines the area total labor as null and not appear if the total for that specific room = $0.00? Just an observation. So far BidMagic has been the perfect solution for our proposal needs and capabilities of being able to tailor the settings/appearance/options just keeps getting better. Love that you guys listen to the users and on top of that actually roll out updates that directly address said issues. Thanks!!

Jason

Forum: BidMagic for Residential & Commercial AV Installers

Jobs marked "Lost or Dead"

Tue, 27 Sep 2011 18:23:16 GMT

Is there some sort of auto-archiving feature that occurs with jobs that are marked as "Lost or Dead"? I just noticed that all of the jobs that I have marked that way have disappeared. If they are auto-archived, where do they end up? If I want to be able to see them, is there a way to do that? If they are being auto-deleted, is there a way to turn that off? It is sometimes handy to be able to go back and reference jobs that we did not win.

Forum: BidMagic for Residential & Commercial AV Installers

Purchase Management - completed jobs

Fri, 16 Sep 2011 13:48:11 GMT

Is there a way to filter the Purchase Management screen so that I can just look at PO's for jobs that are not completed? It is difficult to scroll through a list of so many purchase orders for jobs that have long been completed. If this isn't possible, is it an option that can be added in to the next build?

Forum: BidMagic for Residential & Commercial AV Installers

Purchase Manager

Mon, 25 Jul 2011 22:16:07 GMT

It would be great if there was a way to filter the Purchase Manager screen to see only items that have NOT been received.

Forum: New Features Requests

New PO template

Mon, 25 Jul 2011 16:11:36 GMT

I'd like to see the following changes/additions made to the Purchase Order template:

- There should be an "extended" column in addition to the current price column.
- It would be great to include the Model Number in addition to the MFG # for internal purposes.
- Currently, when we have a customer number with a vendor, it simply prints up underneath the vendor information with no field label. This can be confusing to vendors. It would be great if that field had a label that said something like "Customer ID #"
- In addition to the job name, it would be good if the client name could also print on the PO. Again, this is for internal purposes when the shipping and receiving department are trying to figure out what job items are for. Only having the job name can be confusing when there are multiple jobs, for instance, called "Gymnasium Sound System".

We're sending out a lot of PO's now, and it would be great to have these changes ASAP. Thanks!

Forum: New Features Requests

Rack Tools and Visio

Thu, 21 Jul 2011 13:23:50 GMT

I see that there is a way to link the Visio extension and Middle Atlantic's RackTools, but I'm not sure how it's done. Can you offer some guidance on this?

Forum: BidMagic for Residential & Commercial AV Installers

Label Mapping Export

Wed, 29 Jun 2011 19:06:15 GMT

I was wondering if there is a way to export my custom label mapping settings so that i can import them into other licensed machines in our office. I really want to use this feature instead of making custom fields but i do not really feel like changing them individually for every user in our office.

Any suggestions?

Thank you for your time.

NEVERMIND I didn't realize that this was automatically a global setting. THANK YOU

Forum: BidMagic for Residential & Commercial AV Installers