In the update, there was a change in membership settings. You now set
the deferred revenue division when adding the recurring service. The
only options are to "Divide Evenly (100%)" or manually... the problem is
that it does not recognize when you ha...
We are using Ooma... I would NOT recommend them if you value customer
service in a company! Phones Pro is too robust for what we need right
now. What VOIP system would you recommend for a small company?
When you add a pdf to a job, customer, or location, they are not very
easy to spot. If you are not looking for them, you can easily miss them.
Why can't we have thumbnails in the files section or even add them to
the Photos and videos section? It can...
While reviewing permissions for a new employee, I ran across the
permissions to "Add sublocations" and "Edit sublocations". These
permissions are under Locations (not Customers). So I searched the
Knowledge Base and the Academy and came up with nothi...
Now ST is telling me "a membership year is 364 days. So in the 1st
membership year there is only one recurring event." So basically a 2x/
year recurring event happens every 6 months, pushing the 2nd event into
a new year... which will INCORRECTLY div...
ST does have a points system available. I cannot remember what it is
called, but it allows you to have points that your members can earn. You
set up how many points equal how many dollars. I tried it several years
ago when it was still in earlier dev...
You should NOT change the name on the existing customer... that should
always stay the same. You should only move the location and change its
name. Payment info WILL stay with a customer (even if the name is
changed. Also, if you change the customer ...