A report or option to see any Payments that have been made online through the Payment Portal

see the H/N/R/C - My question is....can you all add a "Y" box that ticks to show the sitting is confirmed - even though we have to confirm it manually at this time on the sittings page.

Can this also be for the appointments? N / C / Y

It would be nice if we could turn off having the first field active in a record as sometimes it gets changed without the user knowing.

The ability to have a user (employee login ) when they come to a common work station to know who is doing the update. Currently see who ever logged in to that work station. Currently you would have to log out and log to stratus, way to time consuming when with a client. Allowing you to track the person that received a payment or changes an appointment for any work station regardless of who is logged in.

When manually sending an email (from template), it is not possible to change anything in the text (body) or subject. That's too bad. We would love to see that changed.

Right now I would have to look through all my payments every day to see which ones were paid online versus paid in the studio. I love the new "online payment" feature, but I need to run production once an invoice is paid in full. I don't want to run it automatically, because I need to check the order.

maintenance>preferences>company preferences | appointment tab default appointment duration

Online Booking does not auto capitalize names at all, would be nice if it did this.

I would like to be able to add both emails to our invoices. It helps our processing team quickly email our clients.

Add a numerical sortable field on the FRONT of the client page, right underneath OTHER 4 / Custom 4 . To work with $ fields? commas, i.e $1,234,567 ? or 1,234,567 ? ...the one reason we all need this field is to import the dollar value of a contacts home price (fb data) and sort and filter by that field. SOOOOON PLEASE Release 2021

It would be so fabulous. We know how good yáll are there. TIA.

If you have a payment plan, customers decides to pay in full early those pending payments in the payment plan should be removed to not have unwanted payments go through since the invoice is paid in full.

I previously used LessAnnoyingCRM to track my contacts. They had an awesome system where you would have a dedicated "log my email" email address that you could forward client emails to. As long as that client's email matched up to what they had on file, it would be autologged into the system in their account. This was a huge benefit to helping to keep the entire customer history together and trace back conversations. I would love this feature in MyStratus.

Have the ability to lock Attachments for certain user security groups.

I do a lot of siblings for senior pictures. I'd love a way to "copy" a previous clients address, contact number, email etc. I'm always stuck retyping all the contact info to make a new senior client.

Even better if I could link them together as a family. See previous family members invoices instead of having to constantly search previous records.

I would like both email addresses to automatically email my clients. I would also like both email addresses to be on the invoice please.

add security for phone calls so someone cannot change the user they are assigned to

Auto save records before they get updated from a SMS message, when sending out from the communication wizard or someone else making a change to the record while you have it open.

Each time a business files a sales tax report they will be asked for at least 3 things.
Taxable Sales
Tax-Exempt Sales
Total Sales (that is Taxable Sales minus Tax Exempt Sales)
The current Stratus reports require us to manually compute Total Sales numbers. It would be helpful to either amend the report format or at the least, add lines that reflect the taxable, exempt and total fields as a summary.

It would be great to see the invoice status on the invoices tab while in a session or client record.

Add the ability to choose the Sales Person from an Invoice when making a Trigger. It would be nice to be able to have a Trigger auto create a Task for the sales person on the Invoice.