Difference between revisions of "Customer Management"

Revision as of 07:56, 14 March 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


Search	Results Grid	Add	Edit

Tabs Sites Tab
Search	Results Grid	Add	Edit

Tasks Tab
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

@@ Line 55: / Line 55: @@
 |-
 | colspan="4" style="width: 265px;" | &nbsp;
-|-
-| colspan="4" style="width: 265px;" | <span style="line-height:normal">'''<span class="tabHeader">Customer Form Options</span>'''</span>
 |-
 | colspan="4" style="width: 265px;" |
@@ Line 72: / Line 70: @@
 ----
-<span class="tabContentHeader">Sites</span>
+<span class="tabContentHeader">Sites Tab</span>
 |-
@@ Line 82: / Line 80: @@
 | colspan="4" style="width: 265px;" | &nbsp;
 |-
-| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Tasks</span>
+| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Tasks Tab</span>
-|-
-| colspan="2" style="width: 265px;" | '''Fields'''
-| colspan="2" style="width: 265px;" | &nbsp;
 |-
 | style="width: 265px;" | [[Task_Management|Task Type]]
@@ Line 92: / Line 87: @@
 | style="width: 265px;" | &nbsp;
 |-
-| colspan="2" style="width: 265px;" | &nbsp;
+| colspan="4" style="width: 265px;" |
-| colspan="2" style="width: 265px;" | &nbsp;
+----
 |-
 | style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Search</span></span>