Setting Up Time Zone
To set up the Time Zone, go to "My Account" tab and click on "General/Set up". Scroll down and you will find the Time Zone screen in the "Miscellaneous" area as shown below. Click on the dropdown to choose your time zone.…
Email Modifications
We have a new modification in The Customer Factor when sending out emails. In an email window, you will now able to see who you are emailing to and be able to add additional names and email addresses and/or uncheck the default…
SendJim Extesnion
SendJim is a really populate postcard/card sending program and we are integrated with them for those of you who have SendJim. In order to use the extension that i'm about to discuss, you have to use the Chrome browser. Please…
Accept/Decline
In The Customer Factor you can now set up different email addresses to receive the accept/decline emails when a customer or prospect accepts or declines an estimate. It used to be that all accept/decline emails went to the main email…