Difference between revisions of "Customer Management"
Jump to navigation
Jump to search
Ascentadmin (talk | contribs) m |
Ascentadmin (talk | contribs) m |
||
| Line 3: | Line 3: | ||
{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;" | {| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;" | ||
| − | |||
| − | |||
|- | |- | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
| Line 110: | Line 108: | ||
| class="headerMainTitles" colspan="4" | Tasks Tab | | class="headerMainTitles" colspan="4" | Tasks Tab | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | [[File: | + | | colspan="4" style="width: 265px;" | [[File:CustomerTaskTab ccexpress1.png|CustomerTaskTab_ccexpress1.png]] |
|- | |- | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
| Line 137: | Line 135: | ||
| class="headerMainTitles" colspan="4" | Contacts Tab | | class="headerMainTitles" colspan="4" | Contacts Tab | ||
|- | |- | ||
| − | | class="headerMainTitles" colspan="4" | [[File: | + | | class="headerMainTitles" colspan="4" | [[File:CustomerContactTab ccexpress.png|CustomerContactTab_ccexpress.png]] |
|- | |- | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
Revision as of 13:07, 4 April 2022
| 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 | |||
|
| |||
| 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_ccexpress1.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 | ||
|
| |||
| Contacts Tab | |||
| CustomerContactTab_ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| • Use the More drop-list to Add a new Customer Contact | |||
| • Select a site in the results grid to Edit the site. | |||
|
| |||
| Notes Tab | |||
| CustomerNotesTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| • Use the More drop-list to toggle the form to Add a new Customer Note | |||
| • Use the More drop-list to toggle the form to search for an existing Customer Note | |||
| • Click the Edit option in the results grid to edit an existing Customer Note. | |||
| • Click the Remove option in the results grid to remove an existing Customer Note. | |||
| 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 | ||
