Tuesday, July 1, 2008

Quickly Find Client's Order Status

Are you tired of searching through a long list of invoices or a pile of paperwork to determine what the status is of your client's order when they call up on the phone? Well now you don't have to. The update last night included a new column in the Customer History section of the Basic and Professional Suites that will allow you to quickly check the status of the order.

To use this new feature log in to the Basic or Professional Suite, open a client, click on the tab labeled "Customer History" and look for an icon that looks like:

No comments: