Implemented Customer Search Drill-Down and Right-Click functionality supporting the following windows:

  • Reporting and event history
  • Delivery management window
  • Pick-up management window
  • Dispatch management window
  • Customer usage window
  • Organization usage window
  • Events reporting window
  • Marketing window
  • Equipment management window
  • Quickbooks Import/Compare Accounting window
  • Financial reporting window
  • Staff management window
    • This feature can be applied to our upcoming “Group Texting” feature, which will drastically reduce the time it takes to schedule a staff person and review their shifts.

We also modified the Prospect, Customer, and Event management window to support our upcoming “Group Texting” project and launch Outlook email with the right-click.