Difference between revisions of "Initial Setup"

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| class="navigationTitles" colspan="4" id="top" | [[File:IntiialSetup_1401x400.png|Initial Setup]]
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| class="navigationTitles" colspan="4" id="top" | [[File:IntiialSetup 1401x400.png|Initial Setup]]
 
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| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
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| colspan="4" style="width: 265px;" | Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
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| colspan="4" style="width: 265px;" | The Initial Setup form launches automatically for new accounts.
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | 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:
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| colspan="4" style="width: 265px;" | Use to import initial data.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
 
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Setup email settings
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Create security token
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Send test emails
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Request data
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Import data
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
 
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| style="width: 265px;" | &nbsp;
 
| style="width: 265px;" | &nbsp;
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| style="width: 446px;" | &nbsp;
 
| style="width: 446px;" | &nbsp;
 
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| class="headerMainTitles" colspan="4" | Fields
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| class="headerMainTitles" colspan="4" | Directions
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | [[File:CustSearch ccexpress.png|CustSearch ccexpress.png]]
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
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| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
 
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| colspan="4" style="width: 265px;" | [[File:Cust sitesTab ccexpress.png|Cust sitesTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new site
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
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| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
 
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| colspan="4" style="width: 265px;" | [[File:CustomerTaskTab ccexpress1.png|CustomerTaskTab_ccexpress1.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to rdit an existing task.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to replicate the task.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the task.
 
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| class="headerMainTitles" colspan="4" | Fields
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
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| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
 
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| class="headerMainTitles" colspan="4" | [[File:CustomerContactTab ccexpress.png|CustomerContactTab_ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form.&nbsp;
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new customer contact
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the Results Grid to edit the site.
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
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| class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab
 
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| colspan="4" | [[File:CustomerNotesTab ccexpress.png|CustomerNotesTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.&nbsp;&nbsp;
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to add a new customer note.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to search for an existing customer note.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Edit option in the Results Grid to edit an existing customer note.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to remove an existing customer note.
 
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| class="headerMainTitles" colspan="4" | Fields
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]]
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
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| class="headerMainTitles" colspan="4" id="customerdoctab" | Documents Tab
 
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| class="headerMainTitles" colspan="4" | [[File:CustomerDocsTab ccexpress.png|CustomerDocsTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new document using the Documents Management form.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the View option in the Results Grid to edit the document in the Documents Management form.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected Document.
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
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| class="headerMainTitles" colspan="4" id="customerinvoicestab" | Invoices Tab
 
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| class="headerMainTitles" colspan="4" | [[File:CustomerInvoiceTab ccexpress.png|CustomerInvoiceTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Invoices are created using the&nbsp;[[Job_Management|Job Management]] form.&nbsp;
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an invoice in the Results Grid to view or edit an invoice.&nbsp;
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
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| class="headerMainTitles" colspan="4" id="customeragreementstab" | Agreements Tab
 
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| class="headerMainTitles" colspan="4" | [[File:CustomerAgreementTab ccexpress.png|CustomerAgreementTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an agreement in the Results Grid to edit the selected agreement.&nbsp;
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
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| colspan="4" | &nbsp;
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| colspan="4" style="width: 265px;" | 1. Enter all email settings.
 
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| colspan="4" | &nbsp;
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| colspan="4" | 2. Send a test outbound email.
 
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| colspan="4" | &nbsp;
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| colspan="4" | 3. Send a test inbound email.
 
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| colspan="4" | &nbsp;
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| colspan="4" | 4. If both emails pass, click the Request Data button to send a data request to the ERP software.
 
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| colspan="4" | &nbsp;
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| colspan="4" | 5. Setup the ECT tool.
 
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| colspan="4" | &nbsp;
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| colspan="4" | 6. Use the ECT tool to process the request.
 
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| colspan="4" | &nbsp;
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| colspan="4" | 7. Once the emails have arrived from the ECT tool, click the Import Data button to complete the import.&nbsp;
 
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| colspan="4" | &nbsp;
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| colspan="4" | When then import is complete the software will redirect to the Setup Wizard form.&nbsp;
 
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| colspan="4" | &nbsp;
 
| colspan="4" | &nbsp;

Latest revision as of 06:36, 21 July 2023

Navigation
The Initial Setup form launches automatically for new accounts.
Overview
Use to import initial data.
• Adding or editing links for LinkedIn, Twitter and Facebook
• Setup email settings
• Create security token
• Send test emails
• Request data
• Import data
       
Directions
1. Enter all email settings.
2. Send a test outbound email.
3. Send a test inbound email.
4. If both emails pass, click the Request Data button to send a data request to the ERP software.
5. Setup the ECT tool.
6. Use the ECT tool to process the request.
7. Once the emails have arrived from the ECT tool, click the Import Data button to complete the import. 
When then import is complete the software will redirect to the Setup Wizard form. 
 
 
 
 
 
 
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