Customer In Active Details Ever have a situation where you come across a customer, they are marked In Active, but you don’t know how that happened? Well, on the P3 Customer Record, you have the ability to see who marked the customer In Active and when. Go to the customer record and click the Info […]
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Archive Customer Notes With Version 13.0, you can now Archive Customer Notes. Do you have notes that are old that you would like to remove from normal viewing, but they are important enough not to delete? Well, now with the Archive Notes features, you can hide them from the initial view. On the Customer Record
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Global Notes Global Notes and Global Contacts are a great way to share information across multiple locations for a given customer. From the Customer Record, in both the Notes and Contact tables, there is now a Globe icon. Click the Globe and the Note or Contact becomes “Global”, meaning it will be available on all
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Customer Record Display Setting – Service Agreement Table When viewing a customer record from the Command Center, there is a table to display the status of both past and current Service Agreements. At the top of the table, there is field that allows you to decide which service agreements to display. There are three options:
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Default HVAC Service Agreement Tune Up Labels This week we discuss another tip that helps with communication—the ability to customize the tune up agreement labels for your HVAC Service Agreements. As a default, when a new Service Agreement is created the software sets the tune up label to the number of tune ups desired. For
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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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