Browser Setup: Google Chrome
Since The Customer Factor is a web application, it's important to have your browser set up properly as far as pop ups and print options. Firefox, Chrome, or Safari will work with The Customer Factor fine.
We don't recommend Internet Explorer or Edge. So assuming you're using Chrome (if not, then visit our Firefox set up article) we'll show you how to get rid of the header and footer info in Google Chrome that prints on every page like the URL, the page name, page numbers, etc.
You want to be able to print a nice clean estimate or invoice so by eliminating headers and footers you can then do that. Then we'll discuss disabling your popups.
Within Chrome, click the 3 lines at top right which is the menu. You may also see an orange down arrow at top right depending on your version of chrome.
Click "Print" as shown above and then click the "More Settings" link as shown below:
Next, uncheck the "Headers and footers" checkbox.
I recommend just going ahead and clicking the Print button so that it retains the change you made to headers and footers.
Click the menu again at top right in chrome and this time click “Settings”. Go to bottom and click “Advanced”.
In the first section that opens which is “Privacy”, click the “content settings” button. Scroll down a little bit and you’ll see a Popups section.
When you open up the print and email windows for estimates and invoices within The Customer Factor, they can be considered popup windows by the browser, so if you have your popup blockers on, then the windows won’t open like they should.
So to disable popups, you can either choose the “do not allow any site to show popups” or you can check “manage exceptions" and add The Customer Factor website as an exception to allow popups only for The Customer Factor.
If you add The Customer Factor as an exception, insert both thecustomerfactor.com and www.thecustomerfactor.com.
When you’re done, click “Done” in the window and x out of settings. And that’s all there is to setting up the google chrome browser.