I have noticed that within ST, you cannot delete a note on a customer/location profile. I understand the reasoning behind this however, sometimes a note is no longer relevant and I'd like to delete it. We have recently added in a custom field on the ...
Would it be helpful to anyone else if Aspire allowed more than 1 email address per client?? I'd really like to see that!!
We work with multiple real estate companies and buyers to provide real estate inspections before a purchase. With regard to customer cards and locations, what is the recommended way to keep track of real estate companies with multiple agents who have...
Can't speak with my CSM team everything goes thru email. The call support center doesn't seem as knowledgeable as they once were. VAHE where the heck are you?
On the customer profile page, under the email section, there is nothing listed even though we have emailed invoices, estimates, and forms from both the mobile and office. What emails are supposed to show there?
Our field team doesn't always get new equipment information saved to file while on-site which means our office staff will make the data entry after the fact during the review process. Our office team has been hand keying all of this information and.....
On our account it no longer allows us to set a preferred technician to a customer's profile. It only populates management and previous management in the dropdown menu. Anybody having this issue or have any advice? Thank you!
Can I create task and assigned to a group verse one person ? if so how can I ?
Are you located in Canada or are you working for a Canadian company? We have a new group that is designed just for YOU!Our Canadian User Group launched this week! It will be used to share Canadian workarounds within ST, to share resources that are he...
Does anyone know if there is a better way for the office to be able to call a field technician through ST and have it recorded and accessible on the job they are working on?
