Month: July 2020

03 Jul 2020

Sign Installation Experts

CustomRealEstatePostsCustomRealEstateSigns

One of My Prospects Wants to Use Their Own Custom Posts. How do I Manage This?

Q: A major account I am trying to win wants to use their own custom post. I am reluctant to agree to this because the last time I did that [in my old software], it was impossible to manage it. My regular customers kept requesting the other customer’s special post! It was aggravating to everybody.… Continue reading One of My Prospects Wants to Use Their Own Custom Posts. How do I Manage This?

 2,122 total views

02 Jul 2020

Sign Installation Experts

I am using QuickBooks Online. How Does SignTraker Decide How to Match up Customer Records?

Q: I am using QuickBooks Online. How does SignTraker decide how to match up Customer Records? I have been editing things in my QuickBooks, and now it seems like I am getting new Customer Records in my QuickBooks that I’m not expecting (they are not matching correctly). What’s happening?   A: Remember that SignTraker is… Continue reading I am using QuickBooks Online. How Does SignTraker Decide How to Match up Customer Records?

 2,041 total views

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