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Tag: Customer

  • 4
    Client PO in History
    2 years ago
    Zack
    open3
    Our Commercial Industrial customers mostly work off their PO numbers for jobs. We can see the client PO in each work order but it would be nice to have a column in history under work orders for the Cl... Read more...
    client POCustomerhistoryWork Orders
  • 2
    Customer Merge
    2 years ago
    Zack
    declined5
    We would like to see the ability to merge a customer / job with an administrative password. Currently you get a notice that the parent to a child has accounting associated with it and the system will ... Read more...
    CustomerMerge
  • 1
    Edit Parent Contacts and push to Sub Accounts
    2 years ago
    Zack
    open1
    We have found when a customer has multiple locations (50) under one parent when there is an update to the contacts we have to update each sub account individually. It is nice during creation of the su... Read more...
    Customer
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