SMMware keeps a history of addresses for a client. The approach used parallels the reality of when addresses change. After the original address, future addresses are associates with jobs. There are different kinds of jobs (Examples: Move only, Downsize only, Move & Downsize, Handyman Services), but only a couple of them involve moving. If the…
You can create a schedule item of type “Associate” and in the description just put “Vacation”. Be sure to indicate which Associate using the ‘Associate’ dropdown. You will also want to enter the start and end dates as usual.
When looking at the address history for a client, the ‘Notes’ column on the far right indicates what kind of address a given entry is. Here are the different types: [table td1=”Label” td2=”Description” ] [td1] Original [/td1] [td2] The client’s address when you first met them [/td2] [td1] Tentative [/td1] [td2] If the task involves moving…
The Client Manager has two views. The default view shows only clients with active jobs, which is the most common usage. The second view shows all clients, both ones with completed jobs as well as those with active jobs. You can toggle between the views. When you are looking at the active clients, there is…