Difference between revisions of "Customer Management"

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= <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=".5B.5B.5B.7Cedit.5D.5D.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=".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></span></span></span></span></span> =
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= <span class="mw-headline" id=""><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=".5B.5B.5B.7Cedit.5D.5D.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=".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></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: 1531px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1531px;"
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|-
 
|-
 
| style="width: 265px;" | <span style="font-family:Arial,Helvetica,sans-serif;"><span style="line-height:normal">[[Customer_Details|Name]]</span></span>
 
| style="width: 265px;" | <span style="font-family:Arial,Helvetica,sans-serif;"><span style="line-height:normal">[[Customer_Details|Name]]</span></span>
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| style="width: 362px;" | &nbsp;
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| style="width: 362px;" | [[Customer_Details#customercity|<span style="font-family: Arial, Helvetica, sans-serif;">City</span>]]
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| style="width: 466px;" | &nbsp;
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| style="width: 466px;" | [[Customer_Details#customeractive|<span style="font-family: Arial, Helvetica, sans-serif;">Active</span>]]
 
| style="width: 446px;" | [[Customer_Details#Customer_No|<span style="font-family: Arial, Helvetica, sans-serif;">Customer No</span>]]
 
| style="width: 446px;" | [[Customer_Details#Customer_No|<span style="font-family: Arial, Helvetica, sans-serif;">Customer No</span>]]
 
|-
 
|-
 
| style="width: 265px;" | [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]]
 
| style="width: 265px;" | [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]]
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| style="width: 362px;" | &nbsp;
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| style="width: 362px;" | [[Customer_Details#customerext|<span style="font-family: Arial, Helvetica, sans-serif;">Ext</span>]]
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| style="width: 466px;" | &nbsp;
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| style="width: 466px;" | [[Customer_Details#customerstate|<span style="font-family: Arial, Helvetica, sans-serif;">State</span>]]
 
| style="width: 446px;" | [[Customer_Details#customerbillingcontact|<span style="font-family: Arial, Helvetica, sans-serif;">Billing Contact</span>]]
 
| style="width: 446px;" | [[Customer_Details#customerbillingcontact|<span style="font-family: Arial, Helvetica, sans-serif;">Billing Contact</span>]]
 
|-
 
|-
 
| style="width: 265px;" | [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]]
 
| style="width: 265px;" | [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]]
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| style="width: 362px;" | &nbsp;
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| style="width: 362px;" | [[Customer_Details#customeremail|<span style="font-family: Arial, Helvetica, sans-serif;">Email</span>]]
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| style="width: 466px;" | &nbsp;
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| style="width: 466px;" | [[Customer_Details#customercountry|<span style="font-family: Arial, Helvetica, sans-serif;">Country</span>]]
 
| style="width: 446px;" | [[Customer_Details#customerterms|<span style="font-family: Arial, Helvetica, sans-serif;">Terms</span>]]
 
| style="width: 446px;" | [[Customer_Details#customerterms|<span style="font-family: Arial, Helvetica, sans-serif;">Terms</span>]]
 
|-
 
|-
 
| style="width: 265px;" | [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]]
 
| style="width: 265px;" | [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]]
 
| style="width: 362px;" | &nbsp;
 
| style="width: 362px;" | &nbsp;
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| style="width: 466px;" | [[Customer_Details#customeractive|<span style="font-family: Arial, Helvetica, sans-serif;">Active</span>]]
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| style="width: 466px;" | [[Customer_Details#customerfacebook|<span style="font-family: Arial, Helvetica, sans-serif;">Facebook</span>]]
 
| style="width: 446px;" | [[Customer_Details#customertaxschedule|<span style="font-family: Arial, Helvetica, sans-serif;">Tax Schedule</span>]]
 
| style="width: 446px;" | [[Customer_Details#customertaxschedule|<span style="font-family: Arial, Helvetica, sans-serif;">Tax Schedule</span>]]
 
|-
 
|-
 
| style="width: 265px;" | [[Customer_Details#customerzip|<span style="font-family: Arial, Helvetica, sans-serif;">Zip</span>]]
 
| style="width: 265px;" | [[Customer_Details#customerzip|<span style="font-family: Arial, Helvetica, sans-serif;">Zip</span>]]
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| style="width: 362px;" | [[Customer_Details#customercity|<span style="font-family: Arial, Helvetica, sans-serif;">City</span>]]
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| style="width: 362px;" | &nbsp;
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| style="width: 466px;" | [[Customer_Details#customerstate|<span style="font-family: Arial, Helvetica, sans-serif;">State</span>]]
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| style="width: 466px;" | &nbsp;
 
| style="width: 446px;" | [[Customer_Details#customertaxexemptno|<span style="font-family: Arial, Helvetica, sans-serif;">Tax Exempt No</span>]]
 
| style="width: 446px;" | [[Customer_Details#customertaxexemptno|<span style="font-family: Arial, Helvetica, sans-serif;">Tax Exempt No</span>]]
 
|-
 
|-
 
| style="width: 265px;" | [[Customer_Details#customerphone|<span style="font-family: Arial, Helvetica, sans-serif;">Phone</span>]]
 
| style="width: 265px;" | [[Customer_Details#customerphone|<span style="font-family: Arial, Helvetica, sans-serif;">Phone</span>]]
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| style="width: 362px;" | [[Customer_Details#customerext|<span style="font-family: Arial, Helvetica, sans-serif;">Ext</span>]]
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| style="width: 362px;" | &nbsp;
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| style="width: 466px;" | [[Customer_Details#customercountry|<span style="font-family: Arial, Helvetica, sans-serif;">Country</span>]]
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| style="width: 466px;" | &nbsp;
 
| style="width: 446px;" | [[Customer_Details#customerpricelevel|<span style="font-family: Arial, Helvetica, sans-serif;">Price Level</span>]]
 
| style="width: 446px;" | [[Customer_Details#customerpricelevel|<span style="font-family: Arial, Helvetica, sans-serif;">Price Level</span>]]
 
|-
 
|-
 
| style="width: 265px;" | [[Customer_Details#customerfax|<span style="font-family: Arial, Helvetica, sans-serif;">Fax</span>]]
 
| style="width: 265px;" | [[Customer_Details#customerfax|<span style="font-family: Arial, Helvetica, sans-serif;">Fax</span>]]
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| style="width: 362px;" | [[Customer_Details#customeremail|<span style="font-family: Arial, Helvetica, sans-serif;">Email</span>]]
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| style="width: 362px;" | &nbsp;
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| style="width: 466px;" | [[Customer_Details#customerfacebook|<span style="font-family: Arial, Helvetica, sans-serif;">Facebook</span>]]
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| style="width: 466px;" | &nbsp;
 
| style="width: 446px;" | [[Customer_Details#customersalesperson|<span style="font-family: Arial, Helvetica, sans-serif;">Salesperson</span>]]
 
| style="width: 446px;" | [[Customer_Details#customersalesperson|<span style="font-family: Arial, Helvetica, sans-serif;">Salesperson</span>]]
 
|-
 
|-

Revision as of 11:56, 21 February 2022

 

CustomerEdit.png
[edit]

Fields      
Name City Active Customer No
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      
       
       
       
       
       

 

 

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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