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
Creating and sending invoices through the app is easy peasy. First you need to log in to the app, go to calendar and for this example we will have William Berry. Click on his name. You will now get the…
To create a letter in The Customer Factor you can do it in a couple of places. The first place is within a prospect or customer profile screen. So if you're wanting to create a letter for prospects you need…
MOZILLA FIREFOX To clear cache, here's how you do it if you're using firefox as your internet browser: 1) Click the 3 horizontal lines at the top right which says "Open Menu" when you mouse over it. 2) In the…
Question: Why don't my job totals on the calendar match the sales report total? Answer: It's actually not unusual for your monthly totals to be different from your sales totals. The calendar job totals is about is only about job…
Question: What can I do If I forgot my password? Answer: Dont worry, you can reset password by logging in, please use this link: Pls visit https://www.thecustomerfactor.com/login.php You can retrieve password information at the bottom of the screen by inserting your…
Question: How can I make prospects active again? Answer: Turning prospects back into active prospects can be done by doing one of two things: 1) On the prospect search screen (click "Search" under the "Prospects" tab) you can search specifically…
Question: Can I merge duplicate customers? Answer: You are able to actually merge customers, but we don't have an overall area in CF where you can do it, so what you have to do is visit Merge Customer Screen or you can…
To customize your estimates, pls hover over the "Prospects" tab and click "Estimate Format: Or you can click here to visit the estimate format screen. Select the "Customize Estimate" option which opens up the customization area. You can select from…
Here are the settings to use when setting up an email address in an email client (ie: outlook, windows live) on your computer: POP3 Username: <your email address> Password: <your email address password> incoming mail server: host3.88webhosting.com Port: 993 outgoing…
You can create invoice by hovering to "My Account", " Email Options" and clicking on "Create/Edit Emails" You will get this screen: http://www.thecustomerfactor.com/emailsettings.php?emailcategory=invoice by selecting "Invoices" as shown below. Scroll down and click the "Create New Email Template" link or…
