User Activity

Customer Support told me that this wasn't a feature but it sure would be a nice one to have!We would love to have the ability to auto assign invoices to certain people by Business Unit. So that X person automatically receives all the Residential Serv...
Hi all, I wanted to flag an issue that has come up in our office with taking and editing notes. There are times in the Job history that we need to edit notes but still want the original date of the note reflected. There is an auto time/date stamp for...
Hi all, I'm looking for a digital form that the guys in the field can fill out to request parts. Currently, they hand the Purchaser post-it notes, text her photos, or call/email them to her. This leaves too much room for error. I've tried Google Form...