Just to follow up. I received a call from a very nice lady in CRM Customer Support that explained the process of what can be done and what is not currently possible under the current conditions. And while the solutions that are listed here are typically reasonable, there are some cases in which thes...

Good day everyone, I received a phone message from a very irate person who was receiving emails about a service reminder, but she wasn't the person named in the email nor did she have such a vehicle. Apparently, through whatever data-mining process Mitchell used to acquire an address, it was wrong a...

I don't get a chance to follow the forums as much as I'd like, but this is an issue with us as well. We typically use a single labor item for multiple issues and sum all of the labor together. With that being the case, when we convert our scheduled appointments into an order, we have to copy the des...

Good afternoon everyone, I've been following the discussions here with great interest. We have moved into Version 7 so we could take advantage of the features in the new scheduler. While there is some reluctance and the phrase "why can't it be the way it used to be" is uttered from time to time by t...