Customer Management

 

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	Email	Country	Terms
Address		Facebook	Tax Schedule
Zip			Tax Exempt No
Phone			Price Level
Fax			Salesperson
LinkedIn			Account Manager
Twitter
CustSearch ccexpress.png
Sites Tab
Cust sitesTab ccexpress.png
Overview
Desc Here
• Use the More drop-list to Add a new Site
• Use the More drop-list to use the Site Search form.
• Select a site in the results grid to Edit the site.
Tasks Tab
CustomerTaskTab ccexpress.png
Overview
Desc Here
• Use the More drop-list to Add a new Task
• Select Edit in the results grid to Edit the Task.
• Select Replicate in the results grid to Replicate the Task.
Fields
Task Type	Task Desc
Notes Tab
CustomerNotesTab ccexpress.png
Overview
Desc Here
• Use the More drop-list to Add a new Site
• Use the More drop-list to use the Site Search form.
• Select a site in the results grid to Edit the site.
Contacts Tab
CustomerContactTab ccexpress.png
Overview
Desc Here
• Use the More drop-list to Add a new Site
• Use the More drop-list to use the Site Search form.
• Select a site in the results grid to Edit the site.
Fields
Category	Internal	Print on Ticket
Note
Documents Tab
CustomerDocsTab ccexpress.png
Overview
Desc Here
• Use the More drop-list to Add a new Site
• Use the More drop-list to use the Site Search form.
• Select a site in the results grid to Edit the site.
Results Grid	Upload Documents	Download	Remove
Invoices Tab
CustomerInvoiceTab ccexpress.png
Overview
Desc Here
• Use the More drop-list to Add a new Site
• Use the More drop-list to use the Site Search form.
• Select a site in the results grid to Edit the site.
Results Grid	Edit
Agreements Tab
CustomerAgreementTab ccexpress.png
Overview
Desc Here
• Use the More drop-list to Add a new Site
• Use the More drop-list to use the Site Search form.
• Select a site in the results grid to Edit the site.
Results Grid	Edit