All-In-One Field Service Management Software by Aptora –

Customers & Accounts Receivable

Why Can’t I Attach a File From Document Links in Aptora Mobile II (the app)?

Sending File Attachments from the Field Using Aptora Mobile II Q: When sending an invoice or a work order, why can’t we quickly attach any file from the customer’s Document Links form? A: Before we answer that, let us explain a little more about how the feature works. When a user saves a Mobile Form

Why Can’t I Attach a File From Document Links in Aptora Mobile II (the app)? Read More »

Is there a way to take a current customer account and make it a sub account under another customer?

Answer When the “Parent” field is enabled (editable), you can do this. When it is disabled (grayed out), it is locked and you cannot. It is disabled when there are payments made to the contact as well as certain other financial information. If you are dealing with a customer that has moved and you have

Is there a way to take a current customer account and make it a sub account under another customer? Read More »

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