Search found 10 matches
- Fri Sep 21, 2018 5:24 am
- Forum: Reports + Printing
- Topic: End of Day & Service Writer Posted Orders Report
- Replies: 5
- Views: 3971
Re: End of Day & Service Writer Posted Orders Report
While waiting for a moderator response, anyone else wanna see if they can get this particular report to print as part of the end of day batch?
- Thu Sep 20, 2018 1:03 pm
- Forum: Reports + Printing
- Topic: End of Day & Service Writer Posted Orders Report
- Replies: 5
- Views: 3971
End of Day & Service Writer Posted Orders Report
I cannot get Service Writer Posted Orders to print with my end of day reports. I can get any other report, 20 reports I don't want, or any other combination to print as end of day reports, but I cannot get Service Writer Posted Orders to print with End Of Day. If I select only Service Writer Posted ...
- Mon Jan 15, 2018 4:35 pm
- Forum: Database + Settings
- Topic: Customer Screen: Change 1st Phone Default to Cellular
- Replies: 29
- Views: 20954
Re: Customer Screen: Change 1st Phone Default to Cellular
I'm glad you paused to consider what would have happened; that move would've just changed the labels on the phone data to where you could not trust it. Most of our customers have been with us a long time, since back when Home & Office made sense. We had to preserve how phone numbers have been store...
- Mon Jan 15, 2018 4:12 pm
- Forum: Database + Settings
- Topic: Customer Screen: Change 1st Phone Default to Cellular
- Replies: 29
- Views: 20954
Customer Screen: Change 1st Phone Default to Cellular
Surely there is a setting change that would allow us to have CELLULAR as the 1st default phone number when entering a new customer's contact info, but numerous key word searches have not revealed the answer to me. In the heat of battle we sometimes forget to go back and cut/paste the number they rat...
- Sat Jun 13, 2015 4:49 pm
- Forum: Database + Settings
- Topic: Search By Phone Numbers?
- Replies: 6
- Views: 4406
Re: Search By Phone Numbers?
YEEHAW! Checked the box and pasted ###-###-#### where it's supposed to be and phone number search works! While I was in there I took out the default area code since the DFW metro has so many different ones now. Checked a few customers in the WIP and it appears Manager has fixed their numbers to fit...
- Fri Jun 12, 2015 11:53 am
- Forum: Database + Settings
- Topic: Search By Phone Numbers?
- Replies: 6
- Views: 4406
Re: Search By Phone Numbers?
So what exactly am I to do with this setting to enable last four digit phone searches to work correctly?
- Fri Jun 12, 2015 11:52 am
- Forum: Database + Settings
- Topic: Search By Phone Numbers?
- Replies: 6
- Views: 4406
Re: Search By Phone Numbers?
This is what I get when I search. If I understand you correctly, I am entering the phone numbers in the not-so-special expected format. As you can see, I searched for a number that is clearly in my database. And it did not find it.
- Wed Jun 10, 2015 6:46 am
- Forum: Database + Settings
- Topic: Search By Phone Numbers?
- Replies: 6
- Views: 4406
Search By Phone Numbers?
Speaking of phone numbers... Is there a specific format for correctly entering phone numbers so that they can be used for a search? It seems like the space for numbers is already divvied up into separate areas for area code + 3 + 4 but I've never figured out the fast way to hit those "markers." I ca...
- Wed Jun 19, 2013 1:56 pm
- Forum: Reports + Printing
- Topic: Service Writer Commission on Sold Revisions
- Replies: 4
- Views: 3160
Re: Service Writer Commission on Sold Revisions
Thanks for the response. I tried several different searches to see if I could find anything on this (but didn't search the wish list). We'll try two separate tickets and see if that makes receiving payment and explaining it to the customer too complicated.
- Wed Jun 19, 2013 9:40 am
- Forum: Reports + Printing
- Topic: Service Writer Commission on Sold Revisions
- Replies: 4
- Views: 3160
Service Writer Commission on Sold Revisions
Because I want my techs to learn how to be good service writers too (and help free me up from constantly being stuck up front), I offer commission to them when they write a ticket (and it is sold/paid). When they write the primary order it's no problem tracking their commissions (already have it set...