News & discussion area for SE 7.x Schedule (7.0, 7.1 & soon 7.2)

Copy Search Text Into New Customer Dialog?

Copy Search Text Into New Customer Dialog?

Postby GUTHTIRE » Tue Apr 04, 2017 11:07 am

I'm not sure if this was mentioned previously...would it be possible to copy the text from within the Scheduler "Find Customer for Schedule" dialog to the New Customer "Create New Customer" dialog?

Scenario: Customer on the phone says they want to come in for x, y & z. You click on the Scheduler to enter a new entry. You ask their last name and type it in "Simpson". You have Simpson's in your system...so you ask for a first name. Mary. There are no Mary's listed. Then you ask has the vehicle been here before. "No, I'm a new customer". So you click the New Customer button.

At this point in the scenario the New Customer window pops-up with nothing filled in. Could the New Customer window have, in this case, "Simpson" pre-filled?

The above example was using Simpson. I just had one where the name was MAMIDIPALLI, SATYENDRA...try remembering that one when the New Customer window comes up blank! :roll:
Last edited by GUTHTIRE on Tue Apr 04, 2017 1:38 pm, edited 1 time in total.
Dan
GUTHTIRE
100 Club: Active Contributor
100 Club: Active Contributor
 
Posts: 168
Joined: Thu Dec 10, 2015 5:19 am
Location: Glenmoore, PA

Re: Copy search into New Customer dialog

Postby Rich » Tue Apr 04, 2017 12:43 pm

AMEN!!! A little thing that drives me crazy also
Rich Hays
Supporter of Project Semicolon
231-796-0550 work
User avatar
Rich
3K Time Lord Contributor
3K Time Lord Contributor
 
Posts: 3699
Joined: Tue Sep 06, 2005 10:16 am
Location: Gone hiking.

Re: Copy search into New Customer dialog

Postby ricmorin » Tue Apr 04, 2017 12:45 pm

I believe it was mentioned before, but well worth repeating.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
 
Posts: 5254
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire

Return to 7.x Scheduler

Who is online

Users browsing this forum: No registered users and 1 guest