Tag Archives: partners

Using the Address List to add and update addresses

Partner Addresses When you click the Edit Addresses button on the Partner Profile you’ll see this form: The first thing to notice is all the addresses for the partner will be listed on the left. You can click through them to select one. I designed this form to let you browse addresses quickly and sometimes… Read More »

Entering Service Orders

There are a number of changes involving entering Service Orders. The basics are the same: identify the customer, set the dispatch and job address. What’s new is what comes next.   Source Order is the order the unit was originally installed by if we did the installation. You can look this up using the Order… Read More »