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...
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...
Is anyone else having an issue when they go to edit a customer's contact information where you click on the blue "Edit Contact Methods" box and then the page automatically refreshes closing you out of the edit customer tab? this does not happen on th...
Since the new update you can no longer update phone numbers from landline to mobile and vise versa without having to delete the number and readd it to the account - no longer auto updates the location when you correct the customer profile either. Wit...
The latest update is cumbersome for our office staff. It takes more clicks to verify valid phone numbers or email addresses on accounts, where as previously we could see those things at a glance. Very inefficient for busy days.Ideas?
Please vote! We would like to be able to turn off Member Savings in settings instead of going into each customer and turning it off. Don't Show Member Savings
Hello, we are located in the Myrtle Beach area of South Carolina and we are thinking of starting a separate water division. We are looking for a mentor in water testing and filtration somewhat close to but not in Myrtle Beach area but not limited to ...
I HATE the new update with the Flyout Customer Edit, Location Edit, and Create Customer with a passion!!!So many more steps and more confusing than the old way.Can't change phone 'type' from landline to mobile, in case it was saved wrong. We were abl...
When you have a customer profile with for example 25 locations its very hard finding an invoice for a specific location.Can we add a tab under invoices on the customers main profile, or can we under the specific location have the invoices tied to tha...
Has anyone else lost the option to email the job invoice and estimate together on the office side? I just noticed the option to include estimates as a PDF when you click the email button on the invoice page was gone. I just got with tech support but ...
