Importing Equipment
Is anyone else having trouble with the new equipment Import/Export feature?
Posts
Such a Happy Morning!!
I loved waking up this morning to the news that Phil didn't see his shadow, and we are getting to have our Spring start early this year! That rarely happens I feel like! I live in Utah, so it seems to me I have 75% Winter days, and 25% Spring and Sum...
Customer Complaints
Good Groundhog Day! Is there is a feature that we can file customer complaints, communications, etc... Thank you in advance Wendy
Anyone else doing a Heart Tree for Valentine's Day? We are doing a mish-mash of East St. ValenPatric
Our East Saint ValenPatrick's Day Deco for our Front Office!!
Printing invoices
Anyone else having issues with not being able to print off invoices in the office for customers?
Occasional call quality issues
Anyone have CSRs complain of call quality issues even though internet speed and latency show to be good? Thinking about ordering a new headset to test with but curious if the problem may lie outside of our office.
Resolved! Training Mode Unlocked
Under the team trainings tab, each team members name shows training progress, completion, position, business unit and training mode. All but one of the employees say 'N/A' under training mode and one individual employee says 'unlocked' does anyone kn...
Resolved! Option for hiding notes on customer/location pages
Hey all,We get a decent amount of walk in customers at our location, some of which are existing customers coming in to pay bills and book services. We often find ourselves scrolling quickly after we open the customer profiles to breeze past any notes...
Attachments missing from emails sent to customers
Anyone else having an issue with attachments (photos or PDF's) not being sent along with emailed invoices suddenly? We have prebuilt forms that are still being sent out, but when we attempt to also send along anything else that is an added attachment...
Forms with conditional logic not showing all fields after completion
As the title suggests when my technicians are filling out the forms with conditional logic attached to them, the forms them selves are only displaying two fields of information that are technician signature and the smart fields with the customers inf...
