At Ideal, we are always striving to resolve your support requests faster. In that pursuit, we did an analysis of the type of information we get when a support request is logged. Here are the top 3 ticket descriptions we get: Call Me (no other details) Problem with …x… call me (no other details) Something […]
When using your Ideal software to send customers notifications or emails regarding their work order, you can choose what documents you want to attach. For instance, if your customer is expecting the total due for your service, attach a Sales Order. However, if instead they are merely waiting for a confirmation on when the item […]
Ideal is pleased to welcome Bob Murphy and Randy McKay to its Research and Development team. Both started working at Ideal this fall and are already making an impact on the development of the product. Bob Murphy Bob is no stranger to Ideal having worked here in the early 2000s when the company was […]
We had a question come up the other day about the ability to set the default order entry screen to an estimate. This is possible in Ideal. Here’s how: Use the Orders screen to begin this setup. Note that this setting will only apply to the active user/login. Use the Options menu and select Set […]
You may have noticed a new voice when you’ve called into Ideal support in the last couple of months. That person is Larry Clay. Larry joined the Ideal team in May as a Customer Support Representative and specializes in troubleshooting hardware issues. Prior to his tenure at Ideal, he worked at ACT in Iowa City […]
Picture this… a natural disaster happens in your town and your business is severely damaged. Some things are salvageable but your computers are destroyed. What happens to your business data? If you call into Ideal Support, the first question they will ask is if you have a backup. All too often, customers think that Ideal […]
Recently a dealer asked how they could track which customers have opted to receive Text notifications. One way is to add a Custom Field to your Customers list with a Yes/No type of response. Click on the Customers icon to open your customer list. From the menu, go to […]
Many of you have probably noticed some new faces on the Ideal Sales Team in recent months. First of all, we’d like to introduce our newest member of the sales team, Josh Moses. Josh began working in March as an Account Manager in charge of upgrade sales for current customers. He has since transitioned into […]
The Ideal family has welcomed some new employees in recent months. Accounts Payable Specialist Jenn Anderson, Business Development Representative Brit Connor, and Accounts Receivable Specialist Tori Davison joined the Ideal team last year and are making positive contributions. Jenn Anderson Jenn began working last August as Ideal’s Accounts Payable Specialist. Her primary responsibilities include […]
In an effort to improve the service we provide to our customers, we’ve made some changes to the way you submit support tickets through the Ideal Welcome Page. These changes allow you to provide more detailed information about your request. From the Ideal Welcome Page: 1) Select the Click to Request a Support Call button. […]