I'm not sure if this was mentioned previously...would it be possible to copy the text from within the Scheduler "Find Customer for Schedule" dialog to the New Customer "Create New Customer" dialog?
Scenario: Customer on the phone says they want to come in for x, y & z. You click on the Scheduler to enter a new entry. You ask their last name and type it in "Simpson". You have Simpson's in your system...so you ask for a first name. Mary. There are no Mary's listed. Then you ask has the vehicle been here before. "No, I'm a new customer". So you click the New Customer button.
At this point in the scenario the New Customer window pops-up with nothing filled in. Could the New Customer window have, in this case, "Simpson" pre-filled?
The above example was using Simpson. I just had one where the name was MAMIDIPALLI, SATYENDRA...try remembering that one when the New Customer window comes up blank!
Copy Search Text Into New Customer Dialog?
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Copy Search Text Into New Customer Dialog?
Last edited by GUTHTIRE on Tue Apr 04, 2017 1:38 pm, edited 1 time in total.
Dan
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Re: Copy search into New Customer dialog
AMEN!!! A little thing that drives me crazy also
Rich Hays
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Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
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Re: Copy search into New Customer dialog
I believe it was mentioned before, but well worth repeating.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
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I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders