Month: November 2017

This “Required parameter ExpenseAccountRef or IncomeAccountRef is missing in the request” error happens if at least one of the following account heads are not in qbo: ‘Sales’, ‘Cash on hand’, ‘Sales of Product Income’, or ‘Services’. You can find these

Good morning. Sending text messages to customers is easy here at The Customer Factor It all starts with the search. So for example, to send a text message to “all” customers, you can either click on the total number of

Question: How can I update payment Information?

Answer: To update your payment information all you have to do is visit the home/quick summary screen after logging in. Pls scroll down into the announcements area. If you go to

Sending a statement is easy here at The Customer Factor

To access and print/email a statement pls go into the customer profile, scroll to bottom of screen and you’ll see a “print/email statement” link at the very bottom.

Click that

Printing invoices is easy within CF.

One way to do it is right from the daily calendar. So click “daily” under “calendars” tab at the top and that’s your daily calendar screen.

If you have jobs that day you’ll

Adding a PO number to an invoice is to simple here at The Customer Factor

By creating a custom field called “PO Number”from within any customer profile screen, so pls go into one of your customer’s profile screens.

Scroll down

Question:  How can make my employee unavailable when someone would like to schedule a job?

Answer: The best to way signify that an employee is unavailable is to schedule them as a task.

So pls click the “quick add”

We have the time option here at The Customer Factor

Simply go to any scheduling area in CF such as the add customer screen scheduling area at bottom of screen (http://www.thecustomerfactor.com/customers_add.php).

Click the “options” link to the right of the

Question: Where can I edit work orders in The Customer Factor ?

Answer: You are able to change the work order on the daily calendar, so please mouseover the “Calendars” tab and click “Daily”.

Then look in left sidebar

Question: Can I remove my address or unsubscribe link in the bottom of the emails?

Answer: Unfortunately there’s no way for us to remove it. The reason is due to the CAN SPAM act which deals with commercial email.