Skip to content

AdminTodd Smith (Delivery Manager, CUSI)

← Customer Feedback for CUSI Products

My feedback

4 results found

  1. Ability to Add Notes via Mobile Service Order

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  UB4  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminTodd Smith (Delivery Manager, CUSI) shared this idea  · 

  2. Would like to see the past due balance for all locations in one area. Right now we have to go to each location and add the amounts.

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  UB4  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminTodd Smith (Delivery Manager, CUSI) commented  · 

    Thank you for the suggestion. Until a feature is implemented in the Account Control Panel to view customer balances across all locations, I recommend using the Open Balance Report. By limiting the report to the specific customer number and leaving the location number blank, users can retrieve the balance across all associated locations.

  3. Mass Add Misc Transactions through Grid View

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  UMS  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminTodd Smith (Delivery Manager, CUSI) shared this idea  · 

  4. Allow embedded clickable (linkable) images on Email Message Templates

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  UMS  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminTodd Smith (Delivery Manager, CUSI) shared this idea  · 

Feedback and Knowledge Base

(thinking…)