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Email company

Email company

Postby nickscarcare » Tue Apr 18, 2017 9:19 am

We email different companies the invoices, problem is to email, there has to be a name in the customer name part. Then when you go out of it in the WIP screen is only shows the name, not the company. Is there a way to have this fixed so it recognizes the company name as a field to email and not have to put in a persons name in the name spot? I am running 7.1.7. Right now we have to remember to go back in and delete the name so the company name shows up in the WIP.
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Re: Email company

Postby Sauvageaus » Tue Apr 18, 2017 11:42 am

nickscarcare wrote:We email different companies the invoices, problem is to email, there has to be a name in the customer name part. Then when you go out of it in the WIP screen is only shows the name, not the company. Is there a way to have this fixed so it recognizes the company name as a field to email and not have to put in a persons name in the name spot? I am running 7.1.7. Right now we have to remember to go back in and delete the name so the company name shows up in the WIP.


Go to Shop Data and Select Screen View and then under Display Customer or Company name in WIP make sure you have the Company selected.
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Re: Email company

Postby Sauvageaus » Tue Apr 18, 2017 1:03 pm

Not exactly sure about the email part.
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Re: Email company

Postby ricmorin » Tue Apr 18, 2017 1:08 pm

nickscarcare wrote:We email different companies the invoices, problem is to email, there has to be a name in the customer name part. Then when you go out of it in the WIP screen is only shows the name, not the company. Is there a way to have this fixed so it recognizes the company name as a field to email and not have to put in a persons name in the name spot? I am running 7.1.7. Right now we have to remember to go back in and delete the name so the company name shows up in the WIP.


Why don't you just put a name in there? I haven't dealt with a company account yet that didn't have a human with a name. :shock:
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Re: Email company

Postby nickscarcare » Tue Apr 18, 2017 2:16 pm

As I explained, when we go to the WIP screen it only shows "tom" or whatever name we put in there. No longer displays company name.
Some people try to turn back their odometers. Not me, I want people to know why I look this way. I've traveled a long way, and some of the roads weren't paved.

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Re: Email company

Postby ricmorin » Wed Apr 19, 2017 3:29 am

nickscarcare wrote:As I explained, when we go to the WIP screen it only shows "tom" or whatever name we put in there. No longer displays company name.

I'm on the same version. Company names display fine. You either have a setting issue or a problem with the program. Do you have the display selected as pointed out in this thread?
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Re: Email company

Postby Sauvageaus » Thu Apr 20, 2017 5:33 am

nickscarcare wrote:As I explained, when we go to the WIP screen it only shows "tom" or whatever name we put in there. No longer displays company name.


Do you have the right ones marked, like in that picture I posted?
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Re: Email company

Postby nickscarcare » Fri Apr 21, 2017 4:35 am

I did that this morning and yes I had it set at customer, thanks, I did not know that was for that. So far looks like it works.
Some people try to turn back their odometers. Not me, I want people to know why I look this way. I've traveled a long way, and some of the roads weren't paved.

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