Tech/reprimand form/ counseling statement
Wanted to know when ST will have a write-up form or a way to upload a form to attach to the Technician's profile when they are reprimanded to keep track of them in the system.
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Posts
Reporting for pricebook items
I was told by chat to share my idea of having a report that shows items in your pricebook that aren't used/vice versa.To see what you can get rid of or stock lots of parts for.
Report Not Working As It Should
Hopefully I am posting this in the correct area.The report "AR Transactions by customer" is not working correctly. When I ran the report I selected only three of our business units, but the report shows data from business units I did not select. I ha...
Report to See New Customer Over Time
I'd like to to pull a report that I can turn into a line or bar chart showing monthly new customers over time. Any suggestions to accomplish this?
Lead Opportunities Double Counting
Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2117When we are looking at company wide close rates and opportunity job averages, jobs created from technician leads double count. It would be nice to be...
Better reporting on Cancelations on Dashboard
Please vote for this idea if you like it and get your friends to upvote it as wellCOMMUNITY-I-2115Not all cancelations are bad cancellations, but it would be nice if the cancelations reasons could be differentiated for those you want to count on the ...
Simple Math Equations on Reports
Please vote for this idea if you like it and get your friends to upvote it as well.COMMUNITY-I-2114While there is a wealth of information in custom reports, I find myself having to constantly export reports to perform simple math, and if those math e...
TSYS Reports
Anyone else having issues with the TSYS reports not reflecting thru today's date 10/25/2022. I have deposits in our account but aren't reflecting on the TSYS reports at all. 7 deposits and none of them appear on the TSYS report. Thanks. Jennifer Firs...
Best Practice for Reviewing AR
We are new to ST and our old processes are not falling into place as easily as I would like. We typically work out past due invoices pretty regularly, utilizing notes and being able to have CSR's easily see the aging on an account. I am not seeing th...
Pay Application Report
Does anyone know if it is possible to create a custom report with pay application data?
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 11-27-2024 10:50 AM | ||
| 10-28-2024 12:02 PM | ||
| 10-24-2024 09:01 AM | ||
| 10-16-2024 10:59 AM | ||
| 10-16-2024 08:10 AM |
