Currently, when processing membership invoices, the invoices are created
using the system default settings, completely ignoring the payment terms
set on the customer. This is horrible...
submitted an idea to address a short-falls in the Route Optimization
feature on the dispatch board. Please give it some love and feedback!
After the update, we found that our Opportunity and Estimate Follow Up
has a broken link for the Estimate ID. Clicking on the Estimate ID
results in an "Action Cancelled:: Error" message and a black screen.We
have a work around, as the Opportunity ID...
needing to add multiple of the same material to an invoice, my
technicians have found that it is easier and faster to not click into
the material to change the quantity. Ins...
Here's the direct link to the Idea. Everyone really needs to upvote
this. Using the system default payment terms when creating membership
invoices is horrible. We set the payment term...
Items the need to be addressed in the tables (from my point of
view)Customize the order of the display columnsCustomize the display
columns so users can see the columns they need, not the ones they
don't.Be able to customize and save the width of eac...
Agreed! It's a nice 1st step to redesigning the customer/location pages
(those tables are super nice!).Items the need to be addressed in the
tables (from my point of view)Customize the order of the display
columnsCustomize the display columns so user...
I just thought of something else to consider.When the techs go to close
out the job, if it is not complete, they can request another
appointment. Appointment requests can be found on the dispatch board
(the job will be highlighted with a red boarder,...