Customer Management

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Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 Adding or editing links for LinkedIn, Twitter and Facebook
 Site Tab
 Tasks Tab
 Contacts Tab
 Notes Tab
 Documents Tab
 Invoices Tab
 Agreements Tab
       
Fields
Customer No City Active Customer Name
Address Ext State Billing Contact
Address Email Country Terms
Address   Facebook Tax Schedule
Zip     Tax Exempt No
Phone     Price Level
Fax     Salesperson
LinkedIn     Account Manager
Twitter      
 
CustSearch ccexpress.png
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Sites Tab
Cust sitesTab ccexpress.png
Sites are managed using the Site Management form.
 Use the More drop-list to Add a new site
 Select a site in the results grid to Edit the site.
 Use the More drop-list to Search for an existing site.
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Tasks Tab
CustomerTaskTab_ccexpress1.png
Tasks are managed using the Task Management form.
 Use the More drop-list to add a new task
 Select Edit in the results grid to rdit an existing task.
 Select Replicate in the results grid to replicate the task.
 Select Remove in the results grid to remove the task.
Fields
Task Type Task Desc    
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Contacts Tab
CustomerContactTab_ccexpress.png
Contacts are managed using the Contact Management form. 
 Use the More drop-list to add a new customer contact
 Select a site in the Results Grid to edit the site.
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Notes Tab
CustomerNotesTab ccexpress.png
Notes are managed on the Notes Tab.  
 Use the More drop-list to toggle the form to add a new customer note.
 Use the More drop-list to toggle the form to search for an existing customer note.
 Click the Edit option in the Results Grid to edit an existing customer note.
 Click the Remove option in the Results Grid to remove an existing customer note.
Fields
Category      
Note
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Documents Tab
CustomerDocsTab ccexpress.png
Document are uploaded, downloaded and removed using the Documents Management form.
 Use the More drop-list to add a new document using the Documents Management form.
 Click the View option in the Results Grid to edit the document in the Documents Management form.
 Click the Remove option to remove the selected Document.
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Invoices Tab
CustomerInvoiceTab ccexpress.png
Invoices are created using the Job Management form. 
 Select an invoice in the Results Grid to view or edit an invoice. 
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Agreements Tab
CustomerAgreementTab ccexpress.png
Agreements are managed using the Agreement Management form. 
 Select an agreement in the Results Grid to edit the selected agreement. 
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