Sage 100 Contractor: When setting up new Customers in 3-6 any notes saved should transfer to 11-2 internal notes for the view of the technician etc. This is what we were told at the same of the sale of this product. We have standard notes on what is covered for each Customer and this information should be transferable when a call is opened or dispatched.

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3 When setting up new Customers in 3-6 any notes saved should transfer to 11-2 internal notes for the view of the technician etc. This is what we were told at the same of the sale of this product. We have standard notes on what is covered for each Customer and this information should be transferable when a call is opened or dispatched.

by: Kim G. | over a year ago | Scheduling

The information on the details of the Customer should be in the Yellow note when setting them up and should transfer to the call in 11-2 when opening a call for that particular customer.

by: Kim G. | over a year ago | Scheduling

Thank you in advance for your help

by: Kim G. | over a year ago

3

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