When using SM Call Handler, you will see a note appear at the top if a customer is on a credit old. However, you are still able to create the work order without getting a warning message. This could mean that a work order is created, then your technicians can do the work, yet you can't bill for the new work completed because the customer is on hold. If there was a box that popped up on the SM Call Handler or SM Work Order when a customer is selected that is on hold, then you would have to select YES or NO to continue. If you decide to select YES, then you would be able to continue with creation.
Jennifer Nedley
| Company | ABM Franchising Group |
| Job Title / Role | Accounting Application Specialist |
| I need it... | 1 month |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
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Our users are asking for a pop up or warning if on hold, in addition to the alert that they must go check.
ON HOLD displays on the SM Call Handler however you are still able to create a call for a customer that is on hold…so you can send the technician out to do work and they’ll complete work on site then when you go to invoice it you can’t process the invoice? We are looking for more than what the system is offering now, which is why I submitted to the suggestion site.