Laura
My feedback
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44 votesLaura
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13 votes
An error occurred while saving the comment Laura
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I Use the custom fields for the customer to do this. I create a drop down list and add in a logo to each one so that the logo will always appear by the name. Then in the customers tab you can create a search of the custom fields for this. I use this option to easily see if a customer has bad debt, or if the customer is deceased, etc.
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118 votesLaura
supported this idea
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This would be a huge help. Its exhausting to try and make sure that every item sold is then created into an asset for the customer. I have given up even trying to do this when I have a few hundred serialized Items I am selling a month. It really only happens now if a customer calls in for a warranty call.