Our field team doesn't always get new equipment information saved to
file while on-site which means our office staff will make the data entry
after the fact during the review process. Our office team has been hand
keying all of this information and.....
I'm getting our CCR's onboard with selling annual auto-renewals (trying
really hard to get away from one-time annual renewals). We've had annual
auto-renewals in place for about a year now but the buy in is hard
especially because we don't have a way...
This is actually a permission setting at the Employee level. With the
correct permissions you can allow certain employees to edit or delete
notes (two separate permissions). Only myself and our VP have permission
enabled to delete notes.
What Miranda said are the current options.Our Field Managers all have a
Mobile (Technician) login to use within the current Mobile App, and an
Office (Employee) login to use on a desktop or from an internet browser
on their mobile device.