Robb Culp
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Recent activity by Robb Culp-
Reporting
Currently we have measures, 2nd appointments and the original appointment showing up under one inquiry. All three show as separate inquiries on our report, however, it should only account for one....
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Views in call center
Please add a way to create views in the activity list when you are inside the call center.
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Service View
Please put in the service completed date in the view options on the service tab. It only shows the job completion dates.
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Production
Please add an option in the view for the production tab to see balance due.
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Attachment request
Our Operations department thinks it would be nice if they could do attachments by job in addition to them being under the Attachments tab. Their thought was to add a little folder by the pencil ic...
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Job numbers
Add the option to put in the months in job numbers along with the option that is currently there to add the year numbers.
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Outlook addin
Please add an outlook add-in for mac computers. our company is based on Apple.
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Name search
When searching for the name of an employee, the search criteria is exact. Would be helpful to change to contains (ex: "*[cintent\*" versus "[content]")
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Slot Scheduler
For the slot scheduler, a "copy last week" button would be a HUGE help; additionally, a set schedule template (Week A, Week B, etc.) that could automatically populate dates would be HUGER.
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Lead Paint
Users would like to see when updating the year home built in contact information it auto updates the lead paint section year home built. They would also like to see more merge fields related to le...