when a previous customer calls in using one of our campaign numbers. Is
there a setting we can use that when a previous customer calls in, that
would automatically change the campaign to "previous customer"?
We are currently using the arrival window booking system, (IE- "We have
you all set up in our system with an arrival time of 9am-11am.") We want
to move away from providing a time we will be heading out to the
property. Does everyone on here provide ...
I have a form required for a specific job on estimates and again on
invoices. Does this mean the technician will have to fill that form out
twice or will the estimate form populate in the invoice form? We put it
on the invoice in case they skip the e...
If you book a Recall, Lead, or Warranty the system won't pick up if a
tech has the skill for the job type being selected. Skills is only
useful in the call booking screen.
Suggestion: Have a section on the customer's page that shows us what
types of promotional messages have already sent to the client. Marketing
pro allows you to quickly see what types of email notifications a client
has been sent. Having this same fun...
Hi - can ST implement a fix that would prevent call recordings from
attaching to the wrong customers account? What happens, is when an
inbound call comes in, if the CSR was working on another customers
account, the call recording attaches itself to e...
Is there a way that we can add a delete "trash can" next to the
recurring events? to open each one individually to delete after they
have been completed or expired is so annoying and time consuming. If
there was a simple delete can for each one that ...
