Difference between revisions of "Customer Management"

Revision as of 13:42, 21 February 2022

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

Customer Form Options

Search
Use the More drop-list to toggle the tab to the search form.
Results 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.

Tabs Sites
Search
Use the More drop-list to toggle the tab to the search form.
Results 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.

Tasks



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.

@@ Line 105: / Line 105: @@
 | colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Select a row in the grid to open the Edit form.</span></span>
 |-
+| colspan="4" style="width: 265px;" | &nbsp;
+|-
+| colspan="4" style="width: 265px;" | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Tasks''</span></span></span>
+|-
+| colspan="4" style="width: 265px;" | &nbsp;
+|-
+| colspan="4" style="width: 265px;" | &nbsp;
+|-
+| colspan="4" style="width: 265px;" | &nbsp;
+|-
+| colspan="4" style="width: 265px;" | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Tasks''</span></span></span>
+|-
+| colspan="4" style="width: 265px;" | &nbsp;
+|-
+| colspan="4" style="width: 265px;" | &nbsp;
 |-
 | colspan="4" style="width: 265px;" | &nbsp;
@@ Line 129: / Line 144: @@
 ----
 </div>
-<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Tasks'': Tasks provide a method for managing tasks involving the Customer.</span></span></span>
+<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">: Tasks provide a method for managing tasks involving the Customer.</span></span></span>
 <span style="font-size:small;"><span style="line-height:normal">Form Fields</span></span>