Customers
This is a place where you can find out everything you need to know about customers.
- How do I import tenants to an agent?
- How do I add an appliance location to the drop down menu?
- How do I set up creditor days?
- Setting up Insurance Plans/Maintenance contracts
- How do I convert a private customer to a tenant?
- How do I transfer a tenant/property?
- Do not work with customer again
- Customer Technical Tab
- What does the Customer Communications tab do?
- Add an appliance to a customer
- Add phone number to Customer
- A customer has moved house, what do I do?
- Can I see a log of letters, emails and SMS sent to a customer?
- Add the landlord name to an invoice
- How do I merge two customers/tenants?
- Can Customers delete job requests from the Customer Login?
- How do I create a new appliance make/model?
- Search customers by "how did you hear about us"
- When moving a diary event on the diary, I see 'Send Confirmation' popup, how do I stop this from happening?
- How do I change the customer name to read Title Name Surname not Title Surname, Name?
- A customer has asked us to completely remove them from our database, how do I do this?
- I need to remind myself to order a part before the job starts, how do I do that?
- I have invoiced the Customer/Agent instead of the tenant, what do I do?
- I have merged two properties by accident, can you help?
- How do I transfer a tenant from one agent to another?
- I have a landlord with multiple properties, however, he has sold these properties to someone else, how do I transfer them?
- How do I search for a specific boiler/fire place across all my customers?
- How do I delete a tenant?
- How do I delete a customer?
- How do I view a list of all of my customers?