On our account it no longer allows us to set a preferred technician to a customer's profile. It only populates management and previous management in the dropdown menu. Anybody having this issue or have any advice? Thank you!
Is there anyway anyone knows how to capture a signature for a ISR or follow-up call through Follow-Up tab?I know we can Sold/Convert but there is no signatures with terms and conditions where they agree to work, any ideas or know of anything?
We need to introduce a system that allows us to distinguish between "OFFICE" and "FIELD" email and phone contacts within the commercial and industrial sectors.In these sectors, certain contacts, such as the Accounting Department or the Purchasing Dep...
Good afternoon, I would like to put in a suggestion for alphabetizing the contact names on customer profiles. We have created a profile that we use as a rolodex that we use very often and each time that we use it we are searching through the phone nu...
Wouldn't it be great if you could send pictures and documents like estimates, permits, etc to customers via the text/chat feature in ST from the office and mobile app?! We have customers often that do not want to provide an email address, they prefer...
Hi folks! The XD team has been working on some new designs for finding and processing customer information.We would very much appreciate it if you could take these two tests or only one if you don't have time for both to give us your feedback. In the...
