This is an advertisement
Interested In Advertising? | Contact Us Here

Warning!

 

Welcome to Clean It Up; the UK`s largest cleaning forum with over 34,000 members

 

Please login or register to post and reply to topics.      

 

Forgot your password? Click here

MNWC

  • Posts: 1549
Cleaner planner lost customers
« on: July 11, 2016, 05:15:49 pm »
Ive done some work for a local builder and need to invoice them. They are already a customer in cleaner planner but cant seem to find them at all. Its as though they've disappeared off the face of the earth all there history has gone as well.

Any ideas 

p1w1

  • Posts: 3873
Re: Cleaner planner lost customers
« Reply #1 on: July 11, 2016, 05:37:30 pm »
Are they listed as  an "active" customer?  when you have the customer page up select "show all statuses " on the right hand side if still no joy i would contact cleaner planner directly.

MNWC

  • Posts: 1549
Re: Cleaner planner lost customers
« Reply #2 on: July 11, 2016, 06:15:39 pm »
God knows whats happened !! Invoices are there but address are gone....got me thinking now how many others have just  "disappeared"  :-\

Arnold Palmer

  • Posts: 20777
Re: Cleaner planner lost customers
« Reply #3 on: July 11, 2016, 07:21:39 pm »
God knows whats happened !! Invoices are there but address are gone....got me thinking now how many others have just  "disappeared"  :-\

Contact support.

I've never had this problem. I'd notice as historical reports would change.

Contact support.

Oh yeah, don't forget, contact support.


MNWC

  • Posts: 1549
Re: Cleaner planner lost customers
« Reply #4 on: July 11, 2016, 07:51:06 pm »
God knows whats happened !! Invoices are there but address are gone....got me thinking now how many others have just  "disappeared"  :-\

Contact support.


I've never had this problem. I'd notice as historical reports would change.

Contact support.

Oh yeah, don't forget, contact support.


Have done Soupy but i get a message saying out of hours ....

Arnold Palmer

  • Posts: 20777
Re: Cleaner planner lost customers
« Reply #5 on: July 13, 2016, 08:18:40 am »
Did you get this sorted?

MNWC

  • Posts: 1549
Re: Cleaner planner lost customers
« Reply #6 on: July 13, 2016, 06:28:09 pm »
All sorted now. Thanks to all at cleanerplanner

Richard iSparkle

  • Posts: 2491
Re: Cleaner planner lost customers
« Reply #7 on: July 14, 2016, 09:11:30 pm »
All sorted now. Thanks to all at cleanerplanner

what caused it? was it any error in you using CP or was it something we need to watch out for?
iSparkle Window Cleaning

www.isparklewindowcleaning.uk

MNWC

  • Posts: 1549
Re: Cleaner planner lost customers
« Reply #8 on: July 17, 2016, 10:31:15 pm »
User error, me  ;D