Customer Management - Revision history

Ascentadmin at 11:31, 12 July 2024

2024-07-12T11:31:08Z

Ascentadmin at 11:28, 12 July 2024

2024-07-12T11:28:55Z

Ascentadmin at 11:24, 12 July 2024

2024-07-12T11:24:03Z

Ascentadmin at 11:21, 12 July 2024

2024-07-12T11:21:57Z

Ascentadmin at 17:15, 11 July 2024

2024-07-11T17:15:48Z

Ascentadmin at 17:03, 5 July 2023

2023-07-05T17:03:18Z

Ascentadmin at 17:02, 5 July 2023

2023-07-05T17:02:07Z

Ascentadmin at 17:58, 5 April 2022

2022-04-05T17:58:09Z

Ascentadmin at 17:45, 5 April 2022

2022-04-05T17:45:29Z

Ascentadmin at 17:23, 5 April 2022

2022-04-05T17:23:11Z

@@ Line 135: / Line 135: @@
 | class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
 |-
-| class="headerMainTitles" colspan="4" | [[File:CustomerContactTab ccexpress.png|CustomerContactTab_ccexpress.png]]
+| class="headerMainTitles" colspan="4" | [[File:CustomerContacts.jpg|CustomerContacts.jpg]]
 |-
 | class="navigationTitles" colspan="4" | Overview
@@ Line 151: / Line 151: @@
 | class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab
 |-
-| colspan="4" | [[File:CustomerNotesTab ccexpress.png|CustomerNotesTab ccexpress.png]]
+| colspan="4" | [[File:CustomerNotes.jpg|CustomerNotes.jpg]]
 |-
 | class="navigationTitles" colspan="4" | Overview
@@ Line 180: / Line 180: @@
 | class="headerMainTitles" colspan="4" id="customerdoctab" | Documents Tab
 |-
-| class="headerMainTitles" colspan="4" | [[File:CustomerDocsTab ccexpress.png|CustomerDocsTab ccexpress.png]]
+| class="headerMainTitles" colspan="4" | [[File:CustomerDocs.jpg|CustomerDocs.jpg]]
 |-
 | class="navigationTitles" colspan="4" | Overview
@@ Line 198: / Line 198: @@
 | class="headerMainTitles" colspan="4" id="customerinvoicestab" | Invoices Tab
 |-
-| class="headerMainTitles" colspan="4" | [[File:CustomerInvoiceTab ccexpress.png|CustomerInvoiceTab ccexpress.png]]
+| class="headerMainTitles" colspan="4" | [[File:CustomerInvoices.jpg|CustomerInvoices.jpg]]
 |-
 | class="navigationTitles" colspan="4" | Overview
@@ Line 212: / Line 212: @@
 | class="headerMainTitles" colspan="4" id="customeragreementstab" | Agreements Tab
 |-
-| class="headerMainTitles" colspan="4" | [[File:CustomerAgreementTab ccexpress.png|CustomerAgreementTab ccexpress.png]]
+| class="headerMainTitles" colspan="4" | [[File:CustomerAgreements.jpg|CustomerAgreements.jpg]]
 |-
 | class="navigationTitles" colspan="4" | Overview

@@ Line 108: / Line 108: @@
 | class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
 |-
-| colspan="4" style="width: 265px;" | [[File:CustomerTaskTab ccexpress1.png|CustomerTaskTab_ccexpress1.png]]
+| colspan="4" style="width: 265px;" | [[File:CustomerTasks.jpg|CustomerTasks.jpg]]
 |-
 | class="navigationTitles" colspan="4" | Overview

@@ Line 90: / Line 90: @@
 | class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
 |-
-| colspan="4" style="width: 265px;" | [[File:Cust sitesTab ccexpress.png|Cust sitesTab ccexpress.png]]
+| colspan="4" style="width: 265px;" | [[File:CustomerSites.jpg|Cust sitesTab ccexpress.png]]
 |-
 | class="navigationTitles" colspan="4" | Overview

@@ Line 82: / Line 82: @@
 | colspan="4" style="width: 265px;" | &nbsp;
 |-
-| colspan="4" style="width: 265px;" | [[File:CustSearch ccexpress.png|CustSearch ccexpress.png]]
+| colspan="4" style="width: 265px;" | [[File:CustomerSearch.jpg|CustSearch ccexpress.png]]
 |-
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]
@@ Line 252: / Line 252: @@
 | colspan="4" | &nbsp;
 |}

@@ Line 2: / Line 2: @@
 {| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 |-
-| class="navigationTitles" colspan="4" id="top" | [[File:Customer ccexpress.png|Customer ccexpress.png]]
+| class="navigationTitles" colspan="4" id="top" | [[File:Customer1.jpg|Customer1.jpg]]
 |-
 | class="navigationTitles" colspan="4" | Navigation

@@ Line 112: / Line 112: @@
 | class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" style="width: 265px;" | Tasks are managed using the [[Tasks_Management|Task Management]] form.
+| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
 |-
 | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task

@@ Line 6: / Line 6: @@
 | class="navigationTitles" colspan="4" | Navigation
 |-
-| colspan="4" style="width: 265px;" | Select Search > Customer > Use the search filters to find the customer > Select the customer's row > Click Edit.
+| colspan="4" style="width: 265px;" | Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
 |-
 | class="navigationTitles" colspan="4" | Overview
@@ Line 29: / Line 29: @@
 |-
 | style="width: 265px;" | &nbsp;
-| style="width: 362px;" | &nbsp;
+| style="width: 306px;" | &nbsp;
-| style="width: 466px;" | &nbsp;
+| style="width: 432px;" | &nbsp;
 | style="width: 446px;" | &nbsp;
 |-
@@ Line 36: / Line 36: @@
 |-
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
-| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|City]]
+| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
-| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#activestatus|Active]]
+| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 |-
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
-| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customerext|Ext]]
+| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
-| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customerstate|State]]
+| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 |-
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
-| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customeremail|Email]]
+| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
-| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customercountry|Country]]
+| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
 |-
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
-| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customerfacebook|Facebook]]
+| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
 |-
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
-| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
 |-
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
-| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
 |-
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
-| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
 |-
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
-| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
 |-
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
-| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 |-
@@ Line 125: / Line 125: @@
 |-
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskDetails|Task Desc]]
+| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
-| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 |-
@@ Line 168: / Line 168: @@
 |-
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
-| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 |-

@@ Line 96: / Line 96: @@
 | colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new Site
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new site
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to use the Site Search form.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
 |-
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]
@@ Line 112: / Line 112: @@
 | class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] Form.
+| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new Task
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to Edit the Task.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to rdit an existing task.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to Replicate the Task.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to replicate the task.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the Task.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the task.
 |-
 | class="headerMainTitles" colspan="4" | Fields
@@ Line 141: / Line 141: @@
 | colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form.&nbsp;
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new Customer Contact
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new customer contact
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the Results Grid to edit the site.
 |-
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]
@@ Line 157: / Line 157: @@
 | colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.&nbsp;&nbsp;
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to Add a new Customer Note
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to add a new customer note.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to search for an existing Customer Note
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to search for an existing customer note.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Edit option in the results grid to edit an existing Customer Note.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Edit option in the Results Grid to edit an existing customer note.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the results grid to remove an existing Customer Note.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to remove an existing customer note.
 |-
 | class="headerMainTitles" colspan="4" | Fields
@@ Line 186: / Line 186: @@
 | colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new Document using the Documents Management form.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new document using the Documents Management form.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the View option in the results grid to edit the document in the Documents Management form.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the View option in the Results Grid to edit the document in the Documents Management form.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the Document.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected Document.
 |-
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]
@@ Line 202: / Line 202: @@
 | class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" style="width: 265px;" | Invoices are added on the [[Job_Management|Job Management]] Form.&nbsp;
+| colspan="4" style="width: 265px;" | Invoices are created using the&nbsp;[[Job_Management|Job Management]] form.&nbsp;
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an Invoice in the results grid to view or edit an invoice.&nbsp;
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an invoice in the Results Grid to view or edit an invoice.&nbsp;
 |-
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]
@@ Line 218: / Line 218: @@
 | colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an agreement in the results grid to view or edit an agreement.&nbsp;
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an agreement in the Results Grid to edit the selected agreement.&nbsp;
 |-
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]