Difference between revisions of "Customer Management"
Jump to navigation
Jump to search
Ascentadmin (talk | contribs) m |
Ascentadmin (talk | contribs) m |
||
| Line 14: | Line 14: | ||
| style="width: 446px;" | | | style="width: 446px;" | | ||
|- | |- | ||
| − | | style="width: 265px;" | <span style="font-family:Arial,Helvetica,sans-serif;"><span | + | | style="width: 265px;" | [[Customer_Details#Cust_No|<span style="font-family: Arial, Helvetica, sans-serif;">Customer No</span>]] |
| style="width: 362px;" | [[Customer_Details#customercity|<span style="font-family: Arial, Helvetica, sans-serif;">City</span>]] | | style="width: 362px;" | [[Customer_Details#customercity|<span style="font-family: Arial, Helvetica, sans-serif;">City</span>]] | ||
| style="width: 466px;" | [[Customer_Details#customeractive|<span style="font-family: Arial, Helvetica, sans-serif;">Active</span>]] | | style="width: 466px;" | [[Customer_Details#customeractive|<span style="font-family: Arial, Helvetica, sans-serif;">Active</span>]] | ||
| − | | style="width: 446px;" | [[Customer_Details# | + | | style="width: 446px;" | [[Customer_Details#Cust_Name|<span style="font-family: Arial, Helvetica, sans-serif;">Customer Name</span>]] |
| − | |||
| style="width: 265px;" | [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]] | | style="width: 265px;" | [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]] | ||
| style="width: 362px;" | [[Customer_Details#customerext|<span style="font-family: Arial, Helvetica, sans-serif;">Ext</span>]] | | style="width: 362px;" | [[Customer_Details#customerext|<span style="font-family: Arial, Helvetica, sans-serif;">Ext</span>]] | ||
Revision as of 14:03, 22 March 2022
| Fields | |||||||
| Customer No | City | Active | Customer Name | Address | Ext | State | Billing Contact |
| Address | Country | Terms | |||||
| Address | Tax Schedule | ||||||
| Zip | Tax Exempt No | ||||||
| Phone | Price Level | ||||||
| Fax | Salesperson | ||||||
| Account Manager | |||||||
|
| |||||||
| Search | Results Grid | Add | Edit | ||||
|
Sites Tab | |||||||
| Search | Results Grid | Add | Edit | ||||
| Tasks Tab | |||||||
| Task Type | Task Desc | ||||||
|
| |||||||
| Search | Results Grid | Add | Edit | ||||
| Contacts Tab | |||||||
| Results Grid | Add | Edit | |||||
| Notes Tab | |||||||
| Category | Note | ||||||
|
| |||||||
| Search | Results Grid | Add | Edit | ||||
| Documents Tab | |||||||
| Results Grid | Upload Documents | Download | Remove | ||||
| Invoices Tab | |||||||
| Results Grid | Edit | ||||||
| Agreements Tab | |||||||
| Results Grid | Edit | ||||||
