Month: December 2017

To create a letter in The Customer Factor you can do it in a couple of places. The first place is within a prospect or customer profile screen. So if you’re wanting to create a letter for prospects you need

MOZILLA FIREFOX

To clear cache, here’s how you do it if you’re using firefox as your internet browser:

1) Click the 3 horizontal lines at the top right which says “Open Menu” when you mouse over it.

2) In the

Question: Why don’t my job totals on the calendar match the sales report total?

Answer: It’s actually not unusual for your monthly totals to be different from your sales totals. The calendar job totals is about is only about

Question: What can I do If I forgot my password?

Answer: Dont worry, you can reset password by logging in, please use this link:

Pls visit https://www.thecustomerfactor.com/login.php

You can retrieve password information at the bottom of the screen by

Question: How can I make prospects active again?

Answer: Turning prospects back into active prospects can be done by doing one of two things:

1) On the prospect search screen (click “Search” under the “Prospects” tab) you can search specifically

Question: Can I merge duplicate customers?

Answer: You are able to actually merge customers, but we don’t have an overall area in CF where you can do it, so what you have to do is visit Merge Customer Screen or

To customize your estimates, pls hover over the “Prospects” tab and click “Estimate Format:

Or you can click here to visit the estimate format screen.

Select the “Customize Estimate” option which opens up the customization area. You can select from

Here are the settings to use when setting up an email address in an email client (ie: outlook, windows live) on your computer:
POP3
Username: <your email address>
Password: <your email address password>
incoming mail server: host3.88webhosting.com
Port: 993
outgoing

You can create invoice by hovering to “My Account”, ” Email Options” and clicking on “Create/Edit Emails”

You will get this screen: http://www.thecustomerfactor.com/emailsettings.php?emailcategory=invoice

by selecting “Invoices” as shown below.

Scroll down and click the “Create New Email Template” link or

Here are the steps to setting up an email address in your iOS device:

1) Click on “settings” on the home screen and scroll down to “Mail, Contacts, and Calendars” and click.

2) Click on “Add Account”.

3) On the