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Community Activity

Deactivating Customers Who Moved

Hey Everyone,I would like to see what best practices are out there to deactivate customers who have moved out of our service area. We have a list of them that we want to make sure to remove from any marketing, however, we still want to hang on to the...

tdbarnett by New Contributor
  • 40 Views
  • 2 replies
  • 0 kudos

credit card numbers

when entering a customers credit card it would be helpful to have ST add the dash's as your typing after each 4 digits. that long number its hard to tell quickly if your keying it correctly. if it was broken up like xxxx-xxxx-xxxx-xxxx this would hel...

titanz1 by New Contributor II
  • 71 Views
  • 0 replies
  • 1 kudos

Form Triggers

Hello - Is there a way to set a form to automatically email the office or any internal email to show that a form or checklist has been completed?

Discount Membership

Has anyone found a way to discount a membership invoice? We offer a 10% discount to seniors, but don't see a way to apply a discount without manually editing the price in the invoice. This is fine for employees in the office, but not efficient for th...

jordan_y by New Contributor
  • 119 Views
  • 0 replies
  • 0 kudos

Resolved! Problem with Mobile App

I can open the app and go through the tabs at the top, but if I open and view and job the system freezes, whether it's a part job or a current one. I have tried uninstalling and re-installing the app. I called tech support who said they'd get back to...

Csaylor by New Contributor
  • 272 Views
  • 3 replies
  • 1 kudos

Warehouse divided into sublocations (Bins)

Good morning!I'm working on setting up an inventory system for our company. I want to divide our warehouse into sublocations (such as bins) so that I can better locate where materials are. I'm not finding any information on how or if this is possible...

Pagnew by New Contributor
  • 147 Views
  • 2 replies
  • 0 kudos
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