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 […]
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 […]
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 […]
There seems to be an increase in virus activity as of late. I reviewed an article on a major news source’s website where they listed the 14 most prevalent dangerous emails of 2013. Some of them are phishing type emails, while others request personal information connected to what seems to be legitimate emails from companies […]
Something I find interesting as I stop by dealerships for impromptu visits is that their Ideal for Windows software is not kept up-to-date with the latest version and build available. I haven’t quite been able to understand how and why this happens. I have been given a list of reasons including, “I don’t have time”, […]