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Miscellaneous

This is the where you can set up more options for your needs. Phone Format: If you're in the U.S. or Canada you select the first option and enter the phone number in the box. Currency: For US or Canada, tick…

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Exporting Customers

Question: How can I export customer? Answer: To export customers, you can click the "import/export" dropdown under the "Customers" tab. On the export screen you can then check the name/address option and click "export". This is the easiest method to…

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Step 4 – Customizing Estimates

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…

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Creating an Invoice Email Template

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…

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Step 5 – Creating Estimate Email Template

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…

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Firefox Set Up

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…

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Step 3- Setting Up Time Zone

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…

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