{"id":5861,"date":"2024-09-30T06:38:38","date_gmt":"2024-09-30T06:38:38","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-record-display-setting\/"},"modified":"2024-10-03T08:06:02","modified_gmt":"2024-10-03T08:06:02","slug":"p3-hvac-software-customer-record-display-setting","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-record-display-setting\/","title":{"rendered":"Tuesday Tool Tip &#8211; Customer Record Display Setting"},"content":{"rendered":"<h2>Customer Record Display Setting &#8211; Service Agreement Table<\/h2>\n<p>When viewing a customer record from the Command Center, there is a table to display the status of both past and current Service<br \/>\nAgreements. At the top of the table, there is field that allows you to decide which service agreements to display.<\/p>\n<p>There are three options:<\/p>\n<ul>\n<li>All<\/li>\n<li>Active<\/li>\n<li>Inactive<\/li>\n<\/ul>\n<p>The idea behind the filter is to make it easy to remove the clutter of past service agreements from your view. As such the default<br \/>\nview is to display only the Active service agreements.<\/p>\n<p>That being said, P3 has a setting to allow each company to change the default filter option. Some companies like seeing All service<br \/>\nagreements as their default view.<\/p>\n<p>To change this setting, from the Command Center:<\/p>\n<ul>\n<li>Click Settings on the left hand menu<\/li>\n<li>Under the Customer section, click General Settings<\/li>\n<li>Go to the second section &#8211; Customer Page Display Settings<\/li>\n<li>Change the value of the &#8220;Service Agreement Table Default View&#8221; setting as needed<\/li>\n<\/ul>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Customer Record Setting<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3221 size-large\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Service-Agreement-Table-Default-View-1024x306.png\" alt=\"Service Agreement Table Default View\" width=\"1024\" height=\"306\" \/><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Control the Default Filter Option<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3222 size-large\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Record-Service-Agreement-Table-1024x199.png\" alt=\"Customer Record Service Agreement Table\" width=\"1024\" height=\"199\" \/><\/p>\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<hr \/>\n<p>&nbsp;<\/p>\n<h2>About P3 HVAC Software<\/h2>\n<p>We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.\u00a0 \u00a0Please use this link to schedule a <a href=\"https:\/\/myweburls.com\/hvacbusiness\/lets-talk\/\">free demo of P3 HVAC Software<\/a>.\u00a0 Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.\u00a0 Lastly, current users of P3 HVAC Software, please be sure to join our <a href=\"https:\/\/www.facebook.com\/groups\/739653930048406\">Private Facebook Group<\/a> for great discussions with other HVAC Companies on how they are using the software for their HVAC business.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customer Record Display Setting &#8211; Service Agreement Table When viewing a customer record from the Command Center, there is a table to display the status of both past and current Service Agreements. At the top of the table, there is field that allows you to decide which service agreements to display. There are three options: [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":5360,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"slim_seo":[],"footnotes":"","_links_to":"","_links_to_target":""},"categories":[329],"tags":[403,388,422,402,365,386,335],"class_list":["post-5861","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-customer-record-settings","tag-hvac-business-solutions","tag-hvac-customer-management","tag-hvac-customer-record","tag-hvac-software","tag-p3-software","tag-p3-hvac-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v23.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tuesday Tool Tip - Customer Record Display Setting<\/title>\n<meta name=\"description\" content=\"Excerpt\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-record-display-setting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - Customer Record Display Setting\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-record-display-setting\/\" \/>\n<meta property=\"og:site_name\" content=\"HVAC Business Solutions\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hvacbusinesssolutions\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-30T06:38:38+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T08:06:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Record-Service-Agreement-Table.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1473\" \/>\n\t<meta property=\"og:image:height\" content=\"286\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Brian Starzec\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Brian Starzec\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-record-display-setting\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-record-display-setting\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; 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