Cache Clearing
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…
Text Message-Send to All
Good morning. Sending text messages to customers is easy here at The Customer Factor It all starts with the search. So for example, to send a text message to "all" customers, you can either click on the total number of…
Sending A Statement
Sending a statement is easy here at The Customer Factor To access and print/email a statement pls go into the customer profile, scroll to bottom of screen and you'll see a "print/email statement" link at the very bottom. Click that…
How to Print invoices
Printing invoices is easy within CF. One way to do it is right from the daily calendar. So click "daily" under "calendars" tab at the top and that’s your daily calendar screen. If you have jobs that day you’ll see…
Printing Address Labels
Printing labels is easy within The Customer Factor. It all starts with the search though, so for example, if you want to print labels for all customers then you would go to the customer search screen (click "Search" under the…
Emailing Customers
Emailing existing customers is easy in https://www.thecustomerfactor.com . 1.It all starts with the search. So for example, to email "all" customers, you can either click on the total number of customers that you have (this # shows in parenthesis next to…
Adding, Editing, and Deleting a Job Type
Adding job types/items is easy within https://www.thecustomerfactor.com 1. Pls visit the add customer screen here: http://www.thecustomerfactor.com/customers_add.php 2. Scroll to the bottom of the screen into the schedule jobs area. You will see a "jobs" heading in bold underneath the date. To…
Setting Up- A-Twilio-Trial Acct
SIGNING IN AND GETTING SID AND AUTH TOKEN NUMBER 1.You need visit https://www.twilio.com/in order to create a trial account. Enter all required information. 2.Click on the "Get Started" button. 3.You need to enter a valid US phone number in order to…