Month: December 2011

Whew…the title above is a mouthful. 🙂 Basically what it boils down to is that if you’re adding a prospect or customer into http://www.thecustomerfactor.com and that prospect or customer has a separate/additional job location which is not their main address,

In http://www.thecustomerfactor.com you can now do an income forecast report search by employee or crew. Here’s a screenshot:

By default the “all” option is selected, but if you click on the “By Employee/Crew” option, all your employees and

Thanks to user feedback, you can now search for any address that a customer may have, whether it’s their main address or a job location address. Of course many times they’re the same, but we do have quite a few

We just released a way for members of http://www.thecustomerfactor.com to easily handle invoice overpayments and/or customer credits. I’ll start off with a screenshot to a payment window which is what opens up when clicking the payment status link for a

We now have available in http://www.thecustomerfactor.com more calendar views. Please look in the calendar view area at left of monthly or weekly calendar at the bottom.

You might find these specific calendar views beneficial when scheduling an appointment from the

When logged into your http://www.thecustomerfactor.com account, you can now search to see how many customers were scheduled in a particular period. It has nothing to do with what date the customer appt. may have been scheduled for. That’s irrelevant when

When visiting your monthly calendar while logged into The Customer Factor you’ll now see a monthly job total at top left and also at bottom right. This is the total amount of all the jobs you have scheduled that month.