Posts

Y'all give this idea the votes it deserves!!!

I was about to create this idea but it already exists and only had 6 votes!? I'm assuming a lot more people are frustrated by this please go vote I'm so tired of having this conversation with customers!! COMMUNITY-I-1874 Request for cc & bcc fieldsPl...

RandiThompson by ServiceTitan Certified Administrator
  • 173 Views
  • 2 replies
  • 6 kudos

Customer Complaints

Good Groundhog Day! Is there is a feature that we can file customer complaints, communications, etc... Thank you in advance Wendy

WendyG by New Contributor
  • 391 Views
  • 3 replies
  • 1 kudos

Printing invoices

Anyone else having issues with not being able to print off invoices in the office for customers?

klukas by New Contributor II
  • 281 Views
  • 4 replies
  • 0 kudos

Resolved! Proofreading & Editing Customer Names

Any tips for proofreading and editing customer names? My current system is search "4" in the zip code,because all customers' zip code starts with a 4,and go through each page one by one of the search results.Weird thing is, search results display cus...

JenL by New Contributor
  • 408 Views
  • 1 replies
  • 0 kudos

Resolved! Bulk Email

Is there a way to send a e-card to customers in bulk? We want to send Email Christmas cards.

Jeni by New Contributor
  • 518 Views
  • 1 replies
  • 0 kudos

Loss of information when batching/exporting.

Does anyone else have loss of information when batching/exporting invoices/payments. The service location no longer creates or matches invoices to that location. It puts everything in the parent company. It doesn't carry over payment terms. email add...

sheilaj by New Contributor II
  • 737 Views
  • 5 replies
  • 0 kudos

Any help would be appreciated...

Hello all! The whole office has tried to edit a customers account and whenever we go to click on edit contact methods the page reloads and does not open the contact methods. We are unable to remove contact information from the customer page at this t...

sgibbons5 by New Contributor
  • 558 Views
  • 4 replies
  • 1 kudos