Difference between revisions of "Customer Management"
Ascentadmin (talk | contribs) m |
Ascentadmin (talk | contribs) m |
||
| Line 2: | Line 2: | ||
| | ||
| − | = <span class="mw-headline" id=".5Bedit.5D"><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> = | + | = <span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D"><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></span><span class="mw-editsection"><span class="mw-editsection-bra">[</span>[[Customer_Management|edit]]<span class="mw-editsection-bra">]</span></span> = |
{| border="0" cellpadding="1" cellspacing="1" style="width: 500px;" | {| border="0" cellpadding="1" cellspacing="1" style="width: 500px;" | ||
| Line 12: | Line 12: | ||
| style="width: 306px;" | <span style="font-family: Arial, Helvetica, sans-serif;">Phone</span> | | style="width: 306px;" | <span style="font-family: Arial, Helvetica, sans-serif;">Phone</span> | ||
|- | |- | ||
| − | | style="width: 180px;" | <span style="font-family: Arial, Helvetica, sans-serif;">City</span> | + | | style="width: 180px;" | [[Customer_Details#customercity|<span style="font-family: Arial, Helvetica, sans-serif;">City</span>]] |
| style="width: 306px;" | <span style="font-family: Arial, Helvetica, sans-serif;">Ext</span> | | style="width: 306px;" | <span style="font-family: Arial, Helvetica, sans-serif;">Ext</span> | ||
|- | |- | ||
Revision as of 10:40, 21 February 2022
[edit]
| Customer No | Name |
| Address | Phone |
| City | Ext |
| State | Fax |
| Zip | |
| Country | Active |
| 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.
