Inquiring about office roles/responsibilities. We currently have our CRM's answer calls and dispatch. Looking to see how other offices are set up. I know a lot of places have dispatcher and call takers split. Wondering things like:1. Tech to dispatch...
"is there a way to move contact numbers on the contact list" Some customers have 5-6 numbers or email address to keep track of. Not all of them appear in the contact window. Is there a way to move them up or down as we can other places in the program...
On the Customer Summary section, it would be nice to be able to be able to edit that and move things around to better view what is important to me and what I do most often. Example: The layout is currently set up as Lifetime Revenue, Avg. Job Total, ...
Surely there is a way to do this...I have a commercial customer that has multiple locations but within those locations, there are numerous units. Is there a way to easily label or differentiate which unit we are working on other than hoping that it i...
I can I correct grammar and punctuation errors on the General email? Thanks, D
I thought I was going crazy for a bit, but this screen definitely does not save your last selection anymore, seems to be defaulting to Customer now. @BCN do you have any insight?
We are trying to reconfigure our Demand process when capacity is full for the day. I wanted to see what ideas others have on this subject. What process do you have your CSRs do when a demand call comes in and there is no availability?
Hi everyone, We're looking to implement a new workflow in our office to help reduce our AR. Our policy is that every customer needs a credit card on file, regardless if they want to pay by cash or check at the time of service, but some employees are ...
Is anyone else having an issue with uploading multiple images and/or attachments to the customer record? I used to be able to upload a bunch of files at once but now it says it's loading them but just doesn't. I have to upload each one individually w...
Good morning, is there a way to edit the subject line of my forms email? There is a typo... thank you!
