Difference between revisions of "Customer Management"
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| − | = <span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span style="font-size:medium;">'''[[File:CustomerEdit.png|center|1400x800px|CustomerEdit.png]]'''</span></span></span></span></span></span></span></span> = | + | = <span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span style="font-size:medium;">'''[[File:CustomerEdit.png|center|1400x800px|CustomerEdit.png]]'''</span></span></span></span></span></span></span></span></span><span class="mw-editsection"><span class="mw-editsection-bra">[</span>[[Customer_Management|edit]]<span class="mw-editsection-bra">]</span></span> = |
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<span style="font-size:small;"><span style="line-height:normal">Account Manager: The customer's account manager. Account managers are stored in the Company Representatives list.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Account Manager: The customer's account manager. Account managers are stored in the Company Representatives list.</span></span> | ||
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<div align="center" style="margin-bottom:0in; text-align:center"> | <div align="center" style="margin-bottom:0in; text-align:center"> | ||
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---- | ---- | ||
| − | + | </div> | |
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<span style="line-height:normal">'''<span style="font-size:13.5pt"><span style="font-family:">Tabs</span></span>'''</span> | <span style="line-height:normal">'''<span style="font-size:13.5pt"><span style="font-family:">Tabs</span></span>'''</span> | ||
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<div align="center" style="margin-bottom:0in; text-align:center"> | <div align="center" style="margin-bottom:0in; text-align:center"> | ||
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---- | ---- | ||
| − | + | </div> | |
| − | </div> | ||
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<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Sites''</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Sites''</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Search: Use the More drop-list to toggle the tab to the search form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Search: Use the More drop-list to toggle the tab to the search form.</span></span> | ||
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<div align="center" style="margin-bottom:0in; text-align:center"> | <div align="center" style="margin-bottom:0in; text-align:center"> | ||
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---- | ---- | ||
| − | + | </div> | |
| − | </div> | ||
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<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Tasks'': Tasks provide a method for managing tasks involving the Customer.</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Tasks'': Tasks provide a method for managing tasks involving the Customer.</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the task.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the task.</span></span> | ||
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<div align="center" style="margin-bottom:0in; text-align:center"> | <div align="center" style="margin-bottom:0in; text-align:center"> | ||
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---- | ---- | ||
| − | + | </div> | |
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<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Contacts'':</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Contacts'':</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Edit: Select a row in the grid to open the Contact Edit form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Edit: Select a row in the grid to open the Contact Edit form.</span></span> | ||
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<div align="center" style="margin-bottom:0in; text-align:center"> | <div align="center" style="margin-bottom:0in; text-align:center"> | ||
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---- | ---- | ||
| − | + | </div> | |
| − | </div> | ||
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<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Notes'':</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Notes'':</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's notes.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's notes.</span></span> | ||
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<ol style="list-style-type:lower-alpha"> | <ol style="list-style-type:lower-alpha"> | ||
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<li><span style="font-size:small;"><span style="line-height:normal">Use the More drop-list to toggle the tab to the add form.</span></span></li> | <li><span style="font-size:small;"><span style="line-height:normal">Use the More drop-list to toggle the tab to the add form.</span></span></li> | ||
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</ol> | </ol> | ||
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<span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the note.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the note.</span></span> | ||
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<div align="center" style="margin-bottom:0in; text-align:center"> | <div align="center" style="margin-bottom:0in; text-align:center"> | ||
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---- | ---- | ||
| − | + | </div> | |
| − | </div> | ||
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<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Documents'': Customer documents can be uploaded to an FTP site.</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Documents'': Customer documents can be uploaded to an FTP site.</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the document from the database and the FTP site. WARNING - This can't be undone.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the document from the database and the FTP site. WARNING - This can't be undone.</span></span> | ||
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<div align="center" style="margin-bottom:0in; text-align:center"> | <div align="center" style="margin-bottom:0in; text-align:center"> | ||
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---- | ---- | ||
| − | + | </div> | |
| − | </div> | ||
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<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Invoices'':</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Invoices'':</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">View: Select a row to view the posted invoice.</span></span> | <span style="font-size:small;"><span style="line-height:normal">View: Select a row to view the posted invoice.</span></span> | ||
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<div align="center" style="margin-bottom:0in; text-align:center"> | <div align="center" style="margin-bottom:0in; text-align:center"> | ||
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---- | ---- | ||
| − | + | </div> | |
| − | </div> | ||
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<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Agreements'':</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Agreements'':</span></span></span> | ||
Revision as of 11:54, 18 February 2022
[edit]
Name: The customer's name.
Address, City, State, Zip and Country: The customer's address information.
Phone, Ext, Fax: The customer's phone and fax information.
Email: The default email address that will be used when emailing the customer documents.
Active: Indicates the active status of the customer 's account.
LinkedIn: The identity of the customer's LinkedIn account.
Facebook: The identity of the customer's Facebook account.
Twitter: The identity of the customer's Twitter account.
Customer No: The number that can be used in the software to search for the customer.
Billing Contact: The names of the billing contact. Contacts are selected from the contact list.
Terms: The terms that are used when billing the customer.
Tax Schedule: The tax schedule that will be used when creating new Sites and billing jobs when using the customer's tax schedule.
Tax Exempt No: The customer's tax-exempt number, if the customer is tax exempt.
Price Level: The customer's price level.
Salesperson: The customer's default salesperson. Salespersons are stored in the Company Representatives list.
Account Manager: The customer's account manager. Account managers are stored in the Company Representatives list.
Tabs
Sites
Grid - List of the customer's sites.
Add: Use the More drop-list to open the Site Add form.
Edit: Select a row in the grid to open the Edit form.
Search: Use the More drop-list to toggle the tab to the search form.
Tasks: Tasks provide a method for managing tasks involving the Customer.
Form Fields
Task Type: Select from the drop-list the type of task. Task types are customizable.
Task Desc: Add a description for the task.
Grid: List of the customer's tasks.
Add: Use the More drop-list to open the Task Add form.
Edit: Select the Edit link in the grid to open the Task Edit form.
Search: Use the More drop-list to toggle the tab to the search form.
Replicate: The Replicate link provides a method for replicating an existing task.
Remove: The Remove link provides a method for removing the task.
Contacts:
Grid - List of the customer's contacts.
Add: Use the More drop-list to open the Contact Add form.
Edit: Select a row in the grid to open the Contact Edit form.
Notes:
Grid - List of the customer's notes.
- Use the More drop-list to toggle the tab to the add form.
Edit: Select the Edit link to open the row for editing. Click the Update button to save the changes, or the Cancel button to cancel the edit.
Search: Use the More drop-list to toggle the tab to the search form.
Remove: The Remove link provides a method for removing the note.
Documents: Customer documents can be uploaded to an FTP site.
Upload: Use the More drop-list to open the Document Management form.
Download: Select the View link to download the document.
Remove: The Remove link provides a method for removing the document from the database and the FTP site. WARNING - This can't be undone.
Invoices:
Grid - List of the customer's posted invoices.
View: Select a row to view the posted invoice.
Agreements:
Grid - List of the customer's agreements.
View: Select a row to open the Agreement Edit form.
