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
Here are the steps to setting up an email address in your iOS device: 1) Click on "settings" on the home screen and scroll down to "Mail, Contacts, and Calendars" and click. 2) Click on "Add Account". 3) On the…
Before providing the email setup steps, it’s best to select "imap" vs "pop3". Imap is the better option when setting up email addresses in your phone whereas pop3 is the option to use when setting up email addresses on your…
You can create estimate email templates in The Customer Factor by hovering over "My Account", hovering over the "Email Options", and clicking on "Create/Edit Emails". You'll end up on this screen: http://www.thecustomerfactor.com/emailsettings.php?emailcategory=estimate Click the "Create New Email Template" and select…
Question: How can I create estimates from the IOS app? Answer: It's no problem building estimates within the iOS app. Here's how to do it: Click on the "+" image at top right. You will be given 4 choices to select…
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…
Google Chrome Set up This short article is about how to set up the Google Chrome internet browser so that it works best with The Customer Factor. We do recommend the Firefox browser however, so if you follow our recommendation,…
This topic is about how to set up your firefox internet browser so that it works best with The Customer Factor. We do recommend firefox, so if you don’t have it on your computer currently, you can download it using…
Now that your computer is ready, it's time to add your company information here. Please hover over "My Account" tab and click "General/Setup": Fill in all information into the fields shown below: Click "Update" and you're good to go. Your…
Its really important to set up your time zone. This controls your "login history" times that are recorded (displays at top right), all email sending times, and the clock in/clock out times. So please hover over "My Account" and click…
This "Required parameter ExpenseAccountRef or IncomeAccountRef is missing in the request" error happens if at least one of the following account heads are not in qbo: 'Sales', 'Cash on hand', 'Sales of Product Income', or 'Services'. You can find these…
