Tag: Customer
- 5Auto Email by ChoiceWhat we're asking for today as a new feature is a way to show: We DO want the Customer to receive the reminder that we will be to their house for the system replacement, but we DO NOT want them to rec... Read more...
- 4Client PO in HistoryOur 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...
- 2Customer MergeWe 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...
- 1Edit Parent Contacts and push to Sub AccountsWe 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...
