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Mike Bristol wrote:
Re: Pending Accounts
From: Shawn Hogan
Date: Friday, August 2, 2002
Time: 9:21:58 am
> We recently began using the pending accounts feature in Opti. When we
> turned on this functionality, my support reps tell me that Opti no longer
> prompts them to print a hard copy service record during the new account
> setup routine. Is there a reason for this? Can we turn it back on somehow?
> They admit that its very simple to fire a hard copy form the scripts menu,
> but they were curious about getting it back to the old way that they were
> used to.
It does not prompt for any of the "normal" things... service record, make
invoice, bill credit card, etc. until the customer is approved.
- Shawn
-------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696
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