Customer Management

Customer ccexpress.png
Navigation
Select Search > Customer > Use the search filters to find the customer > Select the customer's row > Click Edit.
Overview
Use 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 altered 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
• Customer's Site Tab
• Customer's Tasks Tab
• Customer's Contacts Tab
• Customer's Notes Tab
• Customer's Documents Tab
• Customer's Invoices Tab
• Customer's Agreements Tab
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
Sites are managed using the Site Management form.
• 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
Tasks are managed using the Task Management Form.
• 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.
• Select Remove in the results grid to remove the Task.
Fields
Task Type	Task Desc
Contacts Tab
CustomerContactTab_ccexpress.png
Overview
Contacts are managed using the Contact Management form.
• Use the More drop-list to Add a new Customer Contact
• Select a site in the results grid to Edit the site.
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Notes Tab
CustomerNotesTab ccexpress.png
Overview
Notes are managed on the Notes Tab.
• 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
Note
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Documents Tab
CustomerDocsTab ccexpress.png
Overview
Document are uploaded, downloaded and removed using the Documents Management form.
• Use the More drop-list to add a new Document using the Documents Management form.
• Click the View option in the results grid to edit the document in the Documents Management form.
• Click the Remove option to remove the Document.
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Invoices Tab
CustomerInvoiceTab ccexpress.png
Overview
Invoices are added on the Job Management Form.
• Select an Invoice in the results grid to view or edit an invoice.
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Agreements Tab
CustomerAgreementTab ccexpress.png
Overview
Agreements are managed using the Agreement Management form.
• Select an agreement in the results grid to view or edit an agreement.
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