Qualify Screen
Please bring back the Qualify Screen!!! While I use Customer Center to search for customers, I also use the Qualify Screen because it gives a snapshot of the account. This is especially helpful with our property management companies who may have over 100 addresses, I can see at a glance what the account balance due is and switch back and forth between locations easily.
I still have it in my primary ESC program, but the two new divisions that have their own ESC and were created post V15 launch don't have it. I'm about to install V14 on the server in hopes it incorporates the missing Qualify function.
Comments
Hi Lisa, you can check out this article, to learn how to enable the Qualification screen (if you don't see it).
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