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01-02-2024 02:42 PM
Any tips for proofreading and editing customer names?
My current system is search "4" in the zip code,
because all customers' zip code starts with a 4,
and go through each page one by one of the search results.
Weird thing is, search results display customer name before it was edited.
Any tips for quicker and easier than my current strategy?
Thanks all yall.
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01-03-2024 05:43 AM
There is a report for Customer List that you could run...then export to excel. Also, make sure to update the location name when updating customer names.
Acclaimed! Heating Cooling and Furnace Cleaning
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01-03-2024 05:43 AM
There is a report for Customer List that you could run...then export to excel. Also, make sure to update the location name when updating customer names.
Acclaimed! Heating Cooling and Furnace Cleaning
