Customer Loyalty Report P3 provides a Customer Loyalty Report to see how long customers have been on your Service Agreement program. The report can be found from the main Reports side menu option, under the Service Agreement Section. The Report displays all Customers that have ever had a Service Agreement with your company. Then, for […]
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Email Invoice from Invoice Report We recently added the ability to email an invoice from the primary Invoice Report. Go to the Invoice Report. Search for your desired Invoice(s), for example, find all invoices that are Complete and Not Paid. Now, in addition to getting a list of the outstanding invoices, you can email the
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In an effort to provide even more administrative control, P3 now has the ability to set the Report permissions on a per user basis. Permissions Background “Super Admin” users in the P3 Command Center have the ability to set permissions for other, regular, admin users – dispatchers, managers, etc. This is where you determine if
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