Difference between revisions of "Customer Management"
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Revision as of 13:53, 21 February 2022
| Fields | ||||||||
| Name | City | Active | Customer No | |||||
| Address | Ext | State | Billing Contact | |||||
| Address | Country | Terms | ||||||
| Address | Tax Schedule | |||||||
| Zip | Tax Exempt No | |||||||
| Phone | Price Level | |||||||
| Fax | Salesperson | |||||||
| Account Manager | ||||||||
| 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 | ||||||||
| Contacts | ||||||||
| Notes | ||||||||
| - | ||||||||
| Documents | ||||||||
| Invoices | ||||||||
| 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.
