Customer Record Settings

P3 HVAC Software - Customer Record Required Fields

Tuesday Tool Tip – P3 HVAC Software Customer Record Required Fields

Default Customer Record Required Fields In this week’s Tuesday Tool Tip we are discussing the Customer Record Required Fields. As a default, P3 requires that there is a name, one phone number, a complete address, the communication preference and the billing terms. The “name” must be either a First/Last Name combination, a Customer Name or …

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