Aeon Ideas
474 results found
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12 votes
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12 votes
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Ability to save billing information without yet generating the invoice
"Would like to be able to save pricing/order information without generating an invoice. OR without having the information be available to the patron.
We need a DRAFT mode so we can leave an incomplete invoice without exposing it to patron and to move status."
"We would like to save work on an in-progress order (adding services, and descriptions). Currently, we can only save our work on an order by pushing the GENERATE INVOICE (aka, share the invoice with the patron) button.
Cautions: If you ""generate"" an invoice, it triggers a status change; if someone leaves an unfinihsed order, we would…
12 votes -
Customizable Print Template for Appointment Calendar
Allow for the customization of the print template used for appointment calendar (as a word doc) so it can only show working hours and other visual changes
11 votes -
Allow users associated with activities to clone any request associated with an activity
Add a customization key to let sites determine if users associated with activities should be allowed to clone requests they do not own.
Many sites create requests on behalf of faculty or other users for the activity. If the request is in the staff person's account rather than the faculty person's account, the faculty person cannot easily re-request that item.
11 votes -
When uploading an item for a photoduplication request, set the default file type to All Files.
When uploading an item for a photoduplication request, the Open dialog box defaults to displaying PDF files. Aeon users may be delivering a lot of different file types through Aeon, so the Open dialog box should show all file types by default
11 votes -
Opening a request should not affect transaction "Changed Date" if nothing changes with request
When a staff member opens a transaction record to view, it should not be logged in the history as an update unless something has been edited within the request. Having the transaction date adjusted for every time a request is opened and looked at is misleading and messes up the ability to track request changes properly.
11 votes -
Exclude closed days from lead day counts
When patrons make requests the day before regular closures, closed days are counted as lead days, so materials may not be available in time for patron appointment.
10 votes -
Sync calendar feature
Allow the new calendar feature to sync with google or outlook calendar, so that archivists can share the reading room calendar more easily with fellow staff.
10 votes -
Create "email all" functionality that allows the option to email all patrons in bulk from Aeon.
We'd like Aeon to allow us the capability of emailing all approved researchers through the system directly. Currently, we have to create a list and export it from Aeon to send emails from another system
10 votes -
Queue-specific filters
I'd like to be able to create a filter that is unique in our Staff Template to unique queues. Right now any time I have a filter applied, the filter automatically applies to any other queue, but for certain queues it would be helpful, for instance, to automatically only view a single day's requests.
10 votes -
10 votes
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Staff client access controlled by server authentication (single sign on, LDAP, etc.)
This would be important to discuss how this would work.
10 votes -
10 votes
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Preventing users from booking simultaneous appointments in two reading rooms
We need a setting which prevents a user from booking simultaneous or overlapping appointments in two reading rooms at the same time.
9 votes -
Opt-in text message reminders for appointments
Provide patrons an opt-in option to receive text message appointment reminders
9 votes -
Add Appointment Info to Signed-in User details
It would be helpful if the signed-in users panel displayed the current time duration for a user's appointment so that staff would be easily reminded of each user's time limit
9 votes -
User email and transaction emails - show in user history
It would be helpful to see the history of all emails sent to a user in the account history tab even if they are sent from the transaction level.
9 votes -
Expand routing rules to use additional tables
Many sites have different workflows for various types of activities. It would be useful to allow routing rules to use the Activity table.
An example would be for Exhibits. These activities often have additional workflow steps and are checked out for longer. It would be useful to use a routing rule to route activity requests for exhibits to custom exhibit queues.
Another example is to narrow the routing to a custom offsite request queue only if requests for a specific activity type should go to the custom queue.
9 votes -
Design a reference module within the Aeon staff client
We need to know how many sites would use a reference request management system within Aeon, versus having Aeon connect to an existing one. What sort of features are mandatory for it?
9 votes
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