I go this query from vdiboss
I am trying to use your software to record customers that come to our office for repairs of cellphones computers etc. The part I am interested in the most, (in addition to the accounting feature,) is the Appointment (since it closely resembles the features I need), when a customer walks in I record the day and time they came in and what they dropped off and whatever the issue we need to resolve. When we call them to update them of prices or any troubleshooting procedures that we followed subsequently, we also update the system to reflect the date and time we called them and what we discussed, that way anyone with access to the program can give the customer latest information without having been involved.
My question is that since it takes too long to navigate to the calendar, then find the customer and then finally put the information, is there a way to customize your documents so that I can access and edit the customer's Appointment features easily and quickly from within the customer window? This would be similar to what you already have in each Customers "Contacts" , "Bank Accounts" and "BackOrders" whereby I can add, edit etc.
Or is there another feature I may have missed that do what I am discussing?