Customer Purchases Custom Fields
It would be great if the Customer Purchases included custom fields options like the tickets do. We really want to use this feature but need to ensure our employees are able to collect certain information regarding the purchase.
Can you give me an idea of what fields you would add?
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Renee Pearl commented
I created a custom field for our customers. I would like to print a report for a specific month and see how many sales each customer had for this specific month only for the customers who had this custom field checked. (The field I would like to add details a type of "personal" sale)
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Coby Poluk commented
If I am buying a phone from a customer it would be nice to have a worksheet configured for such purchases.
We have to check things like volume buttons working, home buttons working, water damage indicators tripped, power button working, ear speaker working etc.
If we could add worksheets to customer purchases based off of purchase type ie. computer, phone, etc.
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Andrew Mourer commented
any update on this. This is sooooo important for us
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Andrew Mourer commented
We would also like to be able to have custom field capabilities. When purchasing a phone we usually have our employees check wifi, gps, icloud lock, clean esn and other various aspects before completing purchase from the customer. We are currently doing this all on paper before we even make and offer and would be better if it could all be in the system and more trackable. Thanks
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Matthew Middleton commented
Any news on this one. We really want to use this feature, but need the capability to collect more information.
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Matthew Middleton commented
Troy,
thanks for the prompt response. I was just putting together a web form to use as work around until y'all we able to address it. I put together this web form for our employees to fill out and copy/paste into the note section of the customer purchase module. It contains all of the missing fields we are needing.
Also, another thing I noticed is that there is no way to only select certain payment methods for customer purchases. ie. We only write checks for customer purchases and would not want multiple payment options available to our employees.
Here is the link. You can fill it out and see what I am looking for.
http://www.mobilephonegeeks.com/machform/view.php?id=29674
Thanks