Customers
Updating customer payment information
Updating Customer Payment Information Summary BizScheduler's Payment Page provides an efficient and secure way to obtain customer payment information. The Payment Page is a secure portal where your customers can update their credit card information ...
Edit or View Data On The Customer Screen
Edit Mode verses View Mode BizScheduler will keep track of the Mode that you are using to either Edit or View your customer data on the Customer screen. You can quickly tell the difference, because the button at the top of the screen will toggle ...
Customer Misc Info - Birthday Example
Customer Misc Info - Birthday Example The question was asked about how to create a field to track the birthdays of clients and to then find those with birthdays each month for a contact point (send an email, write a card, make a call, etc.). You may ...
Find the QuickBooks Invoice Number
Go to the Hub and click the Custom Search link under the Tools section. Check the checkbox to the left of Name and Job Date Between. Then scroll all the way to the bottom of the screen where you will find the QuickBooks Invoice # textbox to check. ...
Match All verses Match Any in Custom Search
For several groups of data in custom search, like customer categories and referral sources, you can select a checkbox called "Match All" that will make the search return only those customers where ALL of the items checked must be true for the records ...
Modified Display of Alternate Job Sites
Once you enter your sixth Alternate Job Site for a customer, the display is changed from a simple list of those sites to a scrolling display of sites. This is done to conserve screen space on both the Customer Information and Job Information screens. ...