Difference between revisions of "Customer Management"
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| style="width: 265px;" | Download | | style="width: 265px;" | Download | ||
| style="width: 265px;" | Remove | | style="width: 265px;" | Remove | ||
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| colspan="4" style="width: 265px;" | ''<span class="tabContentHeader">Invoices</span>'' | | colspan="4" style="width: 265px;" | ''<span class="tabContentHeader">Invoices</span>'' | ||
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| − | | | + | | style="width: 265px;" | <span class="fieldHeader">Results Grid</span> |
| − | | | + | | style="width: 265px;" | Edit |
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| colspan="4" style="width: 265px;" | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Agreements''</span></span></span> | | colspan="4" style="width: 265px;" | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Agreements''</span></span></span> | ||
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| − | | | + | | style="width: 265px;" | <span class="fieldHeader">Results Grid</span> |
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| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
Revision as of 07:49, 14 March 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 | Results Grid | Add | Edit |
| Tabs
Sites | |||
| Search | Results Grid | Add | Edit |
| Tasks | |||
| Fields | |||
| Task Type | Task Desc | ||
| Search | Results Grid | Add | Edit |
| Contacts | |||
| Results Grid | Add | Edit | |
| Notes | |||
| Fields | |||
| Category | Note | ||
| Search | Results Grid | Add | Edit |
| Documents | |||
| Documents can be uploaded to, downloaded from and removed from FTP sites. | |||
| Results Grid | Upload Documents | Download | Remove |
| Invoices | |||
| Results Grid | Edit | ||
| Agreements | |||
| Results Grid | Edit | ||
