Search results by user ID 6243

How do I add the CONTACT "RecordID" to a work order and invoice?

sgulick — Thu, 08 May 2014 09:09:43 GMT

Hello,

We have a "Refer a friend" program where we use the unique Contact Record ID generated method as the customer's Refer a friend number. I've figured out how to make Contact RecordID visible in several screens so that my team can access and search it. What I need help with is getting that number to show up on the customer's Work Order and Invoice. Again, we are using the CONTACT RecordID not CUSTOMER RecordID. Any help would be appreciated.

Thanks

Steve

Customization Question

sgulick — Tue, 04 Mar 2014 19:40:38 GMT

Hello All,

We are a service business with several crews on the road each day. Part of our work flow is to send a customer satisfaction survey to our customers via email at the end of each service call. We are currently doing this manually using sogosurvey but ideally, I would like to automate this task when a work order is marked as complete. While I feel I am competent enough learn the how to's needed to tackle such a customization in method I do not do this sort of thing for a living so I am looking for some answers.

First and foremost, Is such a customization possible? and if so, what are the broad strokes (or more detailed strokes) needed to get it done?

Thanks in advance,

Steve

Re: Assigned to filter on calendar screen

sgulick — Mon, 24 Feb 2014 14:57:18 GMT

Ronen,

I am also in need of this feature. I would like the option to have my Field Services Calendar set up to default to showing the schedule for my service crews as oposed to my calendar.

Thanks,

Steve