Difference between revisions of "Customer Management"

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= <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=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><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></span></span><span class="mw-editsection"><span class="mw-editsection-bra">[</span>[[Edit|edit]]<span class="mw-editsection-bra">]</span></span></span><span class="mw-editsection"><span class="mw-editsection-bra">[</span>[[edit]]<span class="mw-editsection-bra">]</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 class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D.5B.5B.5B.7Cedit.5D.5D.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D.5Bedit.5D"><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=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><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></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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{| border="0" cellpadding="1" cellspacing="1" style="width: 500px;"
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| <span style="font-family:Arial,Helvetica,sans-serif;"><span style="line-height:normal">[[Customer_Details|Name]]</span></span>
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| [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]]
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<span style="font-family:Arial,Helvetica,sans-serif;"><span style="line-height:normal">: The customer's name.</span></span>
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<span style="font-family: Arial, Helvetica, sans-serif;">City</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">State</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Zip</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Country</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Phone</span>
  
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<span style="font-family:Arial,Helvetica,sans-serif;"><span style="line-height:normal">[[Customer_Details|Name]]: The customer's name.</span></span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Ext</span>
  
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[[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]]
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<span style="font-family: Arial, Helvetica, sans-serif;">,Fax</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">, City, State, Zip and Country: The customer's address information.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Email</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Phone, Ext, Fax: The customer's phone and fax information.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Active</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Email: The default email address that will be used when emailing the customer documents.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">LinkedIn</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Active: Indicates the active status of the customer 's account.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Facebook</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">LinkedIn: The identity of the customer's LinkedIn account.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Twitter</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Facebook: The identity of the customer's Facebook account.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Customer No</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Twitter: The identity of the customer's Twitter account.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Billing Contact</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Customer No: The number that can be used in the software to search for the customer.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Terms</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Billing Contact: The names of the billing contact. Contacts are selected from the contact list.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Tax Schedule</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Terms: The terms that are used when billing the customer.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Tax Exempt No</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Tax Schedule: The tax schedule that will be used when creating new Sites and billing jobs when using the customer's tax schedule.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Price Level</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Tax Exempt No: The customer's tax-exempt number, if the customer is tax exempt.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Salesperson</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Price Level: The customer's price level.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Account Manager</span>
  
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<span style="font-family: Arial, Helvetica, sans-serif;">Salesperson: The customer's default salesperson. Salespersons are stored in the Company Representatives list.</span>
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<span style="font-family: Arial, Helvetica, sans-serif;">Account Manager: The customer's account manager. Account managers are stored in the Company Representatives list.</span>
 
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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>
 
<div align="center" style="margin-bottom:0in; text-align:center">
 
<div align="center" style="margin-bottom:0in; text-align:center">

Revision as of 10:22, 21 February 2022

 

CustomerEdit.png
[edit]

Name  
Address  
   
   
   
   
   
   
   
   

: The customer's name.

City

State

Zip

Country

Phone

Ext

,Fax

Email

Active

LinkedIn

Facebook

Twitter

Customer No

Billing Contact

Terms

Tax Schedule

Tax Exempt No

Price Level

Salesperson

Account Manager

 

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.

Add: 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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

      

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