Statement Phone Number

Discussion created by nateinmaine on Apr 3, 2018
Latest reply on May 17, 2018 by nateinmaine

Our office has multiple A/R Administrators in the same database (multiple dentists, one building) and they have their own phone numbers to make sure incoming calls get to the correct receptionist and preserve their relative autonomy.


The hangup here, however, is that when we print statements, the phone number at the top is mapped to the main phone number in the license file, which is incorrect for the other dentist.  We are currently crossing that out and writing in the correct phone number by hand on each statement.


Is there a way to use Lists>Locations to set this up?


Additionally, it would be nice to have separate email addresses and websites (and logos, if we're greedy) for different A/R Administrators - if different parties can collect money, it would make sense that they may have separate operations with separate contact information.