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Post by caitlin on Jan 16, 2015 13:58:33 GMT -6
Hello!
We just started entering staff name in invoices to monitor staff sales for our 2015 goals, but it's not saving the information.
1) Help!
2) Will we be able to report on this? Sales or billing codes by staff name?
Thanks!
Caitlin
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Post by Kraig on Jan 16, 2015 15:03:23 GMT -6
Please verify that their initials are entered in the box under Admin - Employees. The initials are what will populate on the invoice.
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Post by Admin on Jan 17, 2015 6:40:16 GMT -6
An yes, the sales report will let you pull for individual employees.
Almost forgot, make sure that under Admin - Employees, you have it check to track individual sales under each employee.
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Post by caitlin on Jan 19, 2015 12:29:42 GMT -6
Yes, the employee's initials are in their screen in the Admin section and we are tracking their sales... it's still not working. As soon as we save and go back in by editing the invoice the Staff member's name who was previously selected is gone. And when I try to look at the sales report it still doesn't show up...
?
Thanks!
Caitlin
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Post by vaderkty on Jan 20, 2015 12:04:08 GMT -6
Same issue here...
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Post by joek817 on Jan 25, 2015 23:59:14 GMT -6
Yes, the employee's initials are in their screen in the Admin section and we are tracking their sales... it's still not working. As soon as we save and go back in by editing the invoice the Staff member's name who was previously selected is gone. And when I try to look at the sales report it still doesn't show up... ? Thanks! Caitlin ditto for me too |
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Post by vaderkty on Jan 28, 2015 13:25:02 GMT -6
So, I am going to go out on a limb here and say "It's not us" , Kraig :-)
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Post by caitlin on Jan 29, 2015 12:47:00 GMT -6
Seems like a bug that Crystal was previously unaware of... but a really good function to have. Could the Crystal folks let us know when it will be fixed? Should be easy to test too...
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Post by gracecrystalpm on Jan 29, 2015 13:02:11 GMT -6
I just tried it on my end and it's saving correctly. Will someone to be willing for me to log in and take a look?
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Post by joek817 on Jan 30, 2015 1:49:14 GMT -6
i don't mind... have a light schedule tomorrow... what's the quickest way to get in touch with you and when?
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Post by gracecrystalpm on Jan 30, 2015 8:59:25 GMT -6
I can give you a call right now or after 11am CST today?
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Post by gracecrystalpm on Jan 30, 2015 10:53:17 GMT -6
Alright guys, here's what you need to make sure you have in set up in order for the invoices to show employee name/initial.
1. Admin - Employee page - make sure check box for track this employee's sales is checked.
2. Admin - Billing page - under a bill code - make sure check box optician/staff is checked.
that should do it.
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Post by joek817 on Jan 30, 2015 11:01:14 GMT -6
Alright guys, here's what you need to make sure you have in set up in order for the invoices to show employee name/initial. 1. Admin - Employee page - make sure check box for track this employee's sales is checked. 2. Admin - Billing page - under a bill code - make sure check box optician/staff is checked. 3. when creating that invoice be sure to go ahead and select the employee before saving. that should do it. Thanks... #2 is the key... works now... but now gotta go through each billing code... but it works... is there any shortcut on applying to all billing codes rather than going through each? |
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Post by gracecrystalpm on Jan 30, 2015 11:03:14 GMT -6
Yes, you can. Print to file and edit them in Excel and then import back in.
**disclaimer, if you have your insurance fee schedule set up, this will wipe them out** so keep that in mind.
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Post by caitlin on Feb 2, 2015 11:15:22 GMT -6
Aha! Thanks Grace!
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