Welcome to our Update Center where we post information about new features, updates, and modifications that we do in The Customer Factor. We do updates constantly. As they say, “if you’re not constantly trying to improve, then you’re going backwards”. Since 2004 we’ve introduced hundreds of new features and have made countless modifications. And we plan on creating a slew of new features such as online booking, a customer portal, a map screen, route optimization, and much more. We have a white board in our office that is constantly being kept busy.
You’ll see categories on the right along with recent posts, so click around, enjoy, and check back frequently. This is the place to visit if you need more information or just want to review more about what The Customer Factor has to offer.
Best Regards,
Steve Wright
The Customer Factor
Let's take a peek at the monthly calendar in http://www.thecustomerfactor.com. We'll start with a screenshot: You'll notice that the last few days of August are displaying in September's calendar and you'll notice that the first few days of October are…
In http://www.thecustomerfactor.com you can now edit and reset your invoice numbers. The reset option is on the invoice format screen, so please mouse over the "Invoices" nav tab and click on the "Format" dropdown. Here's where the option is located:…
We recently released a new feature into http://www.thecustomerfactor.com that'll allow you to sync up your google calendar with your calendars in The Customer Factor, so for those of you who use google while you're out and about on the road,…
Within http://www.thecustomerfactor.com there are now little phone icons to the right of any prospect and customer phone number which allows you to tap and dial. So if you're at your computer, plug in a microphone/headset and simply click on any…
Another awesome feature in http://www.thecustomerfactor.com allows you to immediately access a select number of screens or windows in The Customer Factor regardless which screen you might be on. We'll start off by showing you where this feature is located. Please mouse…
Here is another search feature in http://www.thecustomerfactor.com. When you add a prospect or customer to The Customer Factor, they are assigned a unique id. Some users like to use these numbers to keep track of their prospects or customers. We populated…
You are now able to drag and drop multiple appointments on the monthly calendar within http://www.thecustomerfactor.com You've been able to drag individual appts. from one day to another day for quite awhile now, but you've never been able to drag…
Today in http://www.thecustomerfactor.com we released a schedule blocking feature that will allow you to block entire days or even partial days in order to prevent the scheduling of appointments. This feature is super easy to use. To get started, here's…
We just uploaded a new feature to http://www.thecustomerfactor.com that allow you to send out emails in either text format or HTML format. Prior to this feature release it was only possible to send "text only" emails to your prospects and…
We've provided label printing in http://www.thecustomerfactor.com for awhile now, but we made some revisions so that you can now have "or current resident" display within the label if needed. This is required by the post office when doing any bulk…
