Clean Up Item

Re: Clean Up Item

From:

Date:

Time:

Alexi wrote:

>I did this and it worked well (I actually did the detailed report, so I
>know which customers have the outdated packages), but it shows all
>customers, not current ones only. Is there any way to have it list only
>current customers? It's weird, because I did a report for Feb., and I
>don't know why customers that were cancelled months ago are showing up
>there...they don't owe us money, they have no open invoices, etc. Another
>weird thing is that in the detailed report, there were no logins listed in
>the login column...

If you have 1.8.3, go to the Reports preferences and set the "Billing
Cycle Products Only Show Current Accounts" to 'Yes'. :-)

As for the login thing, you are right, and I fixed it.

>Also, I was going through the account status' of customers, and I found
>with listed as 'Entry'...I've never seen this. Can this have been created
>by an employee (Optigold user), or did Optigold do this?

It would be created by an employee, but the setup process was never
completed. (Probably due to a disconnection from the server for whatever
reason). You can change it to "Current".

>Also, in the message center, when a message gets longer than the size of
>the box, it extends kind of weird. Is it possible to add a scroll bar?
>Sometimes the bottom doesn't show and you have to go into the letter and
>move the cursor down to the bottom to read it. Same with customer call
>activity and contact manager activity boxes (make them like the tech
>support notes)...let's get all these dialog boxes to be the same either
>way...like consistency man... ;)

I'll look. :-)

- Shawn

-------------------------------
Shawn D. Hogan
President, Data Point Solutions
http://www.data-point.com
(619) 452-3696
ICQ: 8319647

-------------------------------------------
To subscribe, unsubscribe and list archive
please visit http://www.data-point.com/lists
-------------------------------------------

Sales:
888/4-DPOINT

Support:
858/452-3696