Mobile Custom Forms - Revision history

Ascentadmin at 10:51, 28 June 2023

2023-06-28T10:51:53Z

Ascentadmin at 10:51, 28 June 2023

2023-06-28T10:51:27Z

Ascentadmin at 10:49, 28 June 2023

2023-06-28T10:49:59Z

Ascentadmin at 10:43, 28 June 2023

2023-06-28T10:43:35Z

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Ascentadmin at 10:33, 28 June 2023

2023-06-28T10:33:23Z

Ascentadmin at 10:30, 28 June 2023

2023-06-28T10:30:24Z

Ascentadmin: Created page with " {| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;" |- | class="navigationTitles" colspan="4" id="top" | File:Customer ccexpress.png|Customer ccexpress.png..."

2023-06-28T10:29:06Z

Created page with " {| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;" |- | class="navigationTitles" colspan="4" id="top" | File:Customer ccexpress.png|Customer ccexpress.png..."

New page

{| 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" | Navigation
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| 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
|-
| colspan="4" style="width: 265px;" | 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:
|-
| colspan="4" style="width: 265px;" | • Adding or editing links for LinkedIn, Twitter and Facebook
|-
| colspan="4" style="width: 265px;" | • [[Customer_Management#customersitesTab|Site Tab]]
|-
| colspan="4" style="width: 265px;" | • [[Customer_Management#customertaskstab|Tasks Tab]]
|-
| colspan="4" style="width: 265px;" | • [[Customer_Management#customercontactstab|Contacts Tab]]
|-
| colspan="4" style="width: 265px;" | • [[Customer_Management#customernotestab|Notes Tab]]
|-
| colspan="4" style="width: 265px;" | • [[Customer_Management#customerdoctab|Documents Tab]]
|-
| colspan="4" style="width: 265px;" | • [[Customer_Management#customerinvoicestab|Invoices Tab]]
|-
| colspan="4" style="width: 265px;" | • [[Customer_Management#customeragreementstab|Agreements Tab]]
|-
| style="width: 265px;" |  
| style="width: 306px;" |  
| style="width: 432px;" |  
| style="width: 446px;" |  
|-
| class="headerMainTitles" colspan="4" | Fields
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
| 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: 306px;" | [[Glossary#customerext|Ext]]
| 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: 306px;" | [[Glossary#customeremail|Email]]
| 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: 306px;" |  
| 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: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" |  
|-
| colspan="4" style="width: 265px;" |  
|-
| colspan="4" style="width: 265px;" | [[File:CustSearch ccexpress.png|CustSearch ccexpress.png]]
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
|-
| colspan="4" style="width: 265px;" | [[File:Cust sitesTab ccexpress.png|Cust sitesTab ccexpress.png]]
|-
| class="navigationTitles" colspan="4" | Overview
|-
| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
|-
| colspan="4" style="width: 265px;" | • Use the More drop-list to Add a new site
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| colspan="4" style="width: 265px;" | • Select a site in the results grid to Edit the site.
|-
| colspan="4" style="width: 265px;" | • Use the More drop-list to Search for an existing site.
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
|-
| colspan="4" style="width: 265px;" | [[File:CustomerTaskTab ccexpress1.png|CustomerTaskTab_ccexpress1.png]]
|-
| 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;" | • Use the More drop-list to add a new task
|-
| colspan="4" style="width: 265px;" | • Select Edit in the results grid to rdit an existing task.
|-
| colspan="4" style="width: 265px;" | • Select Replicate in the results grid to replicate the task.
|-
| colspan="4" style="width: 265px;" | • Select Remove in the results grid to remove the task.
|-
| class="headerMainTitles" colspan="4" | Fields
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 265px;" |  
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
|-
| class="headerMainTitles" colspan="4" | [[File:CustomerContactTab ccexpress.png|CustomerContactTab_ccexpress.png]]
|-
| class="navigationTitles" colspan="4" | Overview
|-
| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form. 
|-
| colspan="4" style="width: 265px;" | • Use the More drop-list to add a new customer contact
|-
| colspan="4" style="width: 265px;" | • Select a site in the Results Grid to edit the site.
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab
|-
| colspan="4" | [[File:CustomerNotesTab ccexpress.png|CustomerNotesTab ccexpress.png]]
|-
| class="navigationTitles" colspan="4" | Overview
|-
| colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.  
|-
| colspan="4" style="width: 265px;" | • Use the More drop-list to toggle the form to add a new customer note.
|-
| colspan="4" style="width: 265px;" | • Use the More drop-list to toggle the form to search for an existing customer note.
|-
| colspan="4" style="width: 265px;" | • Click the Edit option in the Results Grid to edit an existing customer note.
|-
| colspan="4" style="width: 265px;" | • Click the Remove option in the Results Grid to remove an existing customer note.
|-
| class="headerMainTitles" colspan="4" | Fields
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" |  
|-
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]]
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customerdoctab" | Documents Tab
|-
| class="headerMainTitles" colspan="4" | [[File:CustomerDocsTab ccexpress.png|CustomerDocsTab ccexpress.png]]
|-
| class="navigationTitles" colspan="4" | Overview
|-
| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the [[Documents_Management|Documents Management]] form.
|-
| colspan="4" style="width: 265px;" | • Use the More drop-list to add a new document using the Documents Management form.
|-
| colspan="4" style="width: 265px;" | • Click the View option in the Results Grid to edit the document in the Documents Management form.
|-
| colspan="4" style="width: 265px;" | • Click the Remove option to remove the selected Document.
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customerinvoicestab" | Invoices Tab
|-
| class="headerMainTitles" colspan="4" | [[File:CustomerInvoiceTab ccexpress.png|CustomerInvoiceTab ccexpress.png]]
|-
| class="navigationTitles" colspan="4" | Overview
|-
| colspan="4" style="width: 265px;" | Invoices are created using the [[Job_Management|Job Management]] form. 
|-
| colspan="4" style="width: 265px;" | • Select an invoice in the Results Grid to view or edit an invoice. 
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customeragreementstab" | Agreements Tab
|-
| class="headerMainTitles" colspan="4" | [[File:CustomerAgreementTab ccexpress.png|CustomerAgreementTab ccexpress.png]]
|-
| class="navigationTitles" colspan="4" | Overview
|-
| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form. 
|-
| colspan="4" style="width: 265px;" | • Select an agreement in the Results Grid to edit the selected agreement. 
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

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@@ Line 26: / Line 26: @@
 |-
 | colspan="4" style="width: 265px;" | [[File:MobileCustomForm 1400x264.png|Custom Form]]
 |-
 | colspan="4" | &nbsp;

@@ Line 12: / Line 12: @@
 | colspan="4" style="width: 265px;" | Custom forms provide the ability to create forms for specific job types and services.&nbsp; The forms can be attached to the job at the job level, the work order level, or the dispatch card level.
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|J]]ob Forms
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Job Forms
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|W]]ork Order Forms
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Work Order Forms
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|D]]ispatch Forms
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Dispatch Forms
 |-
 | style="width: 265px;" | &nbsp;

@@ 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 > Click the customer in the Result Grid > Click Edit.
+| colspan="4" style="width: 265px;" | Mobile Call Board > Select a job > Click the Forms Button
 |-
 | class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" style="width: 265px;" | 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:
+| colspan="4" style="width: 265px;" | Custom forms provide the ability to create forms for specific job types and services.&nbsp; The forms can be attached to the job at the job level, the work order level, or the dispatch card level.
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|J]]ob Forms
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|W]]ork Order Forms
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|D]]ispatch Forms
 |-
 | style="width: 265px;" | &nbsp;
@@ Line 32: / Line 22: @@
 | style="width: 432px;" | &nbsp;
 | style="width: 446px;" | &nbsp;
 |-
 | class="headerMainTitles" colspan="4" id="customersitesTab" | Sample Form
@@ Line 86: / Line 27: @@
 | colspan="4" style="width: 265px;" | [[File:MobileCustomForm 1400x264.png|Custom Form]]
 |-
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 |-
 | colspan="4" | &nbsp;

@@ Line 2: / Line 2: @@
 {| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 |-
-| class="navigationTitles" colspan="4" id="top" | [[File:MobileCustomForm_1400x264.png|Custom Form List]]
+| class="navigationTitles" colspan="4" id="top" | [[File:MobileCustomFormMain_1400x202.png|Custom Form List]]
 |-
 | class="navigationTitles" colspan="4" | Navigation
@@ 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:MobileCustomForm_1400x264.png|Custom Form]]
 |-
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]