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Customer Names

Customer Names

Postby JeromeKoehn » Wed Jun 29, 2016 12:10 pm

Is there a way to see husband & wife names on a new work order. Example Chuck Smith is in the data base wife's name is Jen.. Jen comes in I don't know her husbands name I can see all the Smiths but without asking her I don't know if to enter all her infor in.. So I guess my question is there a way so both names would come up?

2nd question: The last 2 weeks or so when I take a payment on account and it zero's the balance out to $0.00 every so often it ask Apply excess of $0.00 to account, not a real problem but just wondering why this happens?
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Re: Customer Names

Postby ricmorin » Wed Jun 29, 2016 12:22 pm

There is no way currently to see the spouses name during an order start. This is on the enhancement request list. Often when I am having trouble remembering someones name, I ask or look for the plate number and start the order that way. There has been talk about overhauling the way Manager handles customers, spouses and other family members. I suspect some changes are in the works.

In regards to your second issue, there has been some changes in rounding behind the scenes. That issue sounds like a rounding error. Are you on the latest version?
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
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Re: Customer Names

Postby JeromeKoehn » Thu Jun 30, 2016 5:09 am

We're on version 7.0.11
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Re: Customer Names

Postby tbuster1 » Wed Jul 06, 2016 6:08 am

Good Morning! Just browsing and happen to run across your post. What we do in our shop for couples is we put one spouses name in the last name box - ie:
Last Name: Doe, Jane & First Name: Joe. So when searching in customer screen it will show both names like: Doe, Jane & Joe... Hope this helps! :D
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Re: Customer Names

Postby JeromeKoehn » Fri Jul 08, 2016 10:18 am

Thanks for the tip. That will work :D
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