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Resolved! SMS Log

Need to be able to run a report or log on SMS's that were sent to technicians.

adeedo_w by • New Contributor II
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  • 3 replies
  • 1 kudos

Reports Not Updating Fields

I think the experience can be improved by making sure that the field texts are updated. For example, our company has a report that needs a dropdown field - The drop-down field is a list of names that we need to pull up in our reporting. When the name...

binh_ngu by • New Contributor
  • 1968 Views
  • 1 replies
  • 0 kudos

Add Attachments to Task Managements

Feature Request: Is it possible to have an option to add attachments to Task Managements. Besides the notes/comment section to update task managements, I think visuals would be very helpful for my team to gather information on the progress of each ta...

ykhang1 by • New Contributor
  • 2043 Views
  • 1 replies
  • 6 kudos

Report Formatting

Since Report 2.0 went live, I have not been able to resize the report to fit on one page like I have with "old reports". There is only one report I print out, that was "batch detail" report, for our non ST accountant to verify ST with QB. Can we plea...

Resolved! Invoices Not Sent

Hello I was wondering if there is a custom report I could generate that would allow me to see invoices that were not emailed to the customer. Thank you!

larenn by • New Contributor
  • 3187 Views
  • 3 replies
  • 0 kudos

Resolved! Filtering job types for reporting

We have a number of non-job job types such as "phone call", "parts list", "vehicle maintenance", "inspection", "prep" etc. I want to pull job reports and filter these jobs out since they show as $0 jobs and will be included in the count.Someone sugge...

jamied by • Contributor
  • 5381 Views
  • 5 replies
  • 0 kudos

Resolved! Outbound calling

I would like to start a discussion on outbound calling with ST, majority of the posts relate to inbound but outbound is about 75% of what my department does. My department makes outbound calls for general maintenance on our products so some customers...

astroud by • New Contributor
  • 12433 Views
  • 13 replies
  • 3 kudos

Dashboards

Is there a way to have CSR's only see the dashboards you give them access to? I have looked in setting under role permissions but it lumps all the dashboards together. I want them to be able to see the custom dashboard created for them not but the Mo...

DamienJ5 by • New Contributor
  • 4425 Views
  • 3 replies
  • 1 kudos
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