Any way to edit Print Reports from the Delivery Tab?

Ken Modeste shared this question 3 years ago
Answered

Hi IO,


Is there way to remove the lead ID # from the "Directions (requires a vehicle to be assigned to each lead)" report generated from the Delivery Tab?


This number is confusing to my guys and I don't want it to become a problem. I've created a way to number their deliveries with unique numbers but that quote ID stays there and I don't need it for my delivery guys.

Comments (2)

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There is not a way to do this. I just want to note again: we recommended against the way you number your deliveries in the past, because it interferes with the intended functionality of the software. It may be working for you now, but in the long term, renaming all organizations with a number in them is going to make it difficult to re-book jobs and track customer retention.

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Hi IO,


Yes, I total understand that. i will have to email invidually for rebooking. Right now it's the only way that I can keep my delivery teams and myself oreintated and on the same page during busy weekends until we can edit the delivery print reports.


Ken