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Gareth

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4 results found

  1. Leads: customize status & assign tech

    41 votes
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    under review  ·  9 comments  ·  General  ·  Admin →
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    Gareth supported this idea  · 
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    Gareth commented  · 

    Yes +1 on customised leads status

  2. Canned repsonses from leads and lead history available in tickets

    6 votes
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    0 comments  ·  General  ·  Admin →
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    Gareth supported this idea  · 

  3. Canned responses to Leads and Customer windows

    20 votes
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    under review  ·  7 comments  ·  General  ·  Admin →
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    Gareth supported this idea  · 

  4. Quickbooks Online - Create multiple "Accounts to apply payments to" options in setup

    15 votes
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    3 comments  ·  General  ·  Admin →
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    Gareth supported this idea  · 
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    Gareth commented  · 

    Same issue experiencing here.

    Need certain payment types to map to specific deposit accounts in Quickbooks.

    Example PayPal is RS should map to PayPal in QB
    Cash to Cash
    Bank Transfer to Bank
    etc

    Where as PDQ card payments that get settled at end of the day and submitted to bank as 1 total should continue to go to undeposited funds account

    Need ability in RS QB sync settings to choose what payment method should deposit to what account

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