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Shawn,
Requests and Issues
From: Alexi Touloumis
Date: Friday, September 18, 1998
Time: 2:34:01 pm
Is it possible to set up the contact manager to allow multiple users to be
assigned to any single contact? We sometimes have more than one person
working on an account and this would help.
When placing customers on hold, is it possible to have a preference that
allows us to bypass the prompting to save to an export file?
I had a customer with an expiration date of 2050 show up in the accounts to
be put on hold (it's a system account. Do you have any ideas what might
cause this?
I had a past due customer placed on hold. I had them still showing up in
the bill cc customers cue (as I guess they should). I put a payment
through for them, and their account was automatically credited for one
month (by closing invoice that had that value). Now, the payment was bad,
so I deleted it, and did a rebuild indexes. When I went back to their
account though, it did not remove the 1 month credit that it should have.
Wazup?
Next, our default setting for credit card users (regarding invoices) is to
not get sent one (preferences set to none). Now, I went in today (I've
upgraded to 1.7.2) and clicked on generate invoices (I've been doing it
manually for the last few days), and all the credit card users have shown
up in the list. I went to their individual records, and set their override
default invoices to none. Then I rebuilt the indexes. Then I went back
into generate invoices and they were still listed. We only send our credit
card users receipts after their card has been charged.
In the quotinator, is it possible to have separate columns that list the
setup (upfront) and the monthly (recurring) charges? It's a bit confusing
for customers looking at just one figure. Also, is it possible to have the
quotes print like the fancy invoices due, with the logo, etc.?
I think that's it for now :)
Alexi
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