Thank you Silky7

HOW DO I FIND FIRST VISIT DATE FOR CUSTOMER

I expect full payment for my invoice and when they deduct 3% I'm losing money. Over a year's time it add's up. Why should I show it as a discount when they are already getting fleet rate and the company wont let me add 3% so when they charge 3% it would all even out.

We do work for a company who use's element fleet management and they charge us a 3% processing fee so when check comes to post payment it is always less than invoice so it always looks like they owe us money. Is there a way to do this so it will not mess up bookkeeping.

With 10-15 shops in a 5 mile radius cant afford to tell customers no info. no appt. In a perfect world that could work.

Thanks for reply and I do those things but customers don't always want to give all info. on phone and I do mailers and don't want to go through database to exclude all those from mailers because no address to save on ink and paper waste.

When scheduling a new customer with just a last name and number this scheduler automatically puts them in our customer database. What if they never show, we have to delete from database. There should be a new customers schedule tab, schedule tab and shop events tab. Because if customer never shows a...

thanks Jeff, very helpful, but this is a fleet account I need information for and don't want to print 92 pages as this fleet account averages 357 visits a year and would like to see it in about 5 to 10 pages at most.

Right now as it stand's we can't pull a customer and check their year to date sale's for 2014 and further back by individual year. We should be able to do that by typing in customer number and entering year we want to see customer sales for that year. We can type in monthly sales and yearly sales bu...