You can now go back and forth here at https://www.thecustomerfactor.com when you’re inside a prospect or customer profile screen. Why would this benefit you? Well…if you do a search, get search results, and then enter a prospect or customer profile
Month: February 2011
Over the weekend we introduced a new sales tax feature that some members have been asking for. Before talking about it, I’d first like to say that if you don’t charge sales tax, then this feature doesn’t apply to you.
You can now mark invoices paid with gift cards or coupons here: http://www.thecustomerfactor.com You’ve always been able to assign discounts to invoices, but until now there really wasn’t a way to mark an invoice as being paid with a gift
We just released a number of new features all related to our main quickbooks transfer feature. First I’d like to say that if you don’t currently transfer your data out of The Customer Factor into your quickbooks program and you
We have a color coding system for employees and crews that allows you to see appointments on the calendars based on who the jobs have been assigned to. You’ve always been able to color code appt. types on the calendars
We just uploaded a new feature into The Customer Factor that will allow you as the main user of your account to create subusers and make it so that they can only view the appointments they’ve been assigned to. Click