Difference between revisions of "Customer Management"
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| class="headerMainTitles" colspan="4" | Notes Tab | | class="headerMainTitles" colspan="4" | Notes Tab | ||
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| class="headerMainTitles" colspan="4" | Contacts Tab | | class="headerMainTitles" colspan="4" | Contacts Tab | ||
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| class="headerMainTitles" colspan="4" | Documents Tab | | class="headerMainTitles" colspan="4" | Documents Tab | ||
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| class="headerMainTitles" colspan="4" | Invoices Tab | | class="headerMainTitles" colspan="4" | Invoices Tab | ||
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| class="headerMainTitles" colspan="4" | Agreements Tab | | class="headerMainTitles" colspan="4" | Agreements Tab | ||
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Revision as of 11:37, 4 April 2022
| Customer ccexpress.png | |||
| Navigation | |||
| To access Customer Maintenance, select Search > Customer > Use the search to find the customer to access > Select the row for the customer to access > Click Edit. | |||
| Overview | |||
| Using 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 added or edited for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including: | |||
| • Adding or editing links for LinkedIn, Twitter and Facebook | |||
| • Viewing the Sites connected to the Customer | |||
| • Viewing the Tasks connected to the Customer | |||
| • Viewing the Contacts connected to the Customer | |||
| • Viewing the Notes connected to the Customer | |||
| • Viewing the Documents connected to the Customer | |||
| • Viewing the Invoices connected to the Customer | |||
| Fields | |||
| Customer No | City | Active | Customer Name |
| Address | Ext | State | Billing Contact |
| Address | Country | Terms | |
| Address | Tax Schedule | ||
| Zip | Tax Exempt No | ||
| Phone | Price Level | ||
| Fax | Salesperson | ||
| Account Manager | |||
| CustSearch ccexpress.png | |||
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| |||
| Sites Tab | |||
| Cust sitesTab ccexpress.png | |||
| Search | Results Grid | Add | Edit |
|
| |||
| Tasks Tab | |||
| CustomerTaskTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Fields | |||
| Task Type | Task Desc | ||
| Search | Results Grid | Add | Edit |
|
| |||
| Notes Tab | |||
| CustomerNotesTab ccexpress.png | |||
|
| |||
| Contacts Tab | |||
| CustomerContactTab ccexpress.png | |||
| Results Grid | Add | Edit | |
| Search | Results Grid | Add | Edit |
| Fields | |||
| Category | Internal | Print on Ticket | |
| Note | |||
|
| |||
| Documents Tab | |||
| CustomerDocsTab ccexpress.png | |||
| Results Grid | Upload Documents | Download | Remove |
|
| |||
| Invoices Tab | |||
| CustomerInvoiceTab ccexpress.png | |||
| Results Grid | Edit | ||
|
| |||
| Agreements Tab | |||
| CustomerAgreementTab ccexpress.png | |||
| Results Grid | Edit | ||
