Difference between revisions of "Job Management"
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| − | | | + | | colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Navigation''' |
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| − | | | + | | colspan="4" style="width: 265px;" | To access Customer Maintenance, select Search > Customer > Use the search to find the customer to access > Select the row for the customer to access > Click Edit. |
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| + | | colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Overview''' | ||
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| + | | colspan="4" style="width: 265px;" | Using 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 added or edited 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;" | <span style="font-size:large;">•</span> Adding or editing links for LinkedIn, Twitter and Facebook | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Sites connected to the Customer | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Tasks connected to the Customer | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Contacts connected to the Customer | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Notes connected to the Customer | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Documnets connected to the Customer | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer | ||
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Revision as of 10:07, 23 March 2022
| Jjobedit ccexpress.png | |||
| 1 | 1 | 1 | 1 |
| Navigation | |||
| To access Customer Maintenance, select Search > Customer > Use the search to find the customer to access > Select the row for the customer to access > Click Edit. | |||
| Overview | |||
| Using 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 added or edited for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including: | |||
| • Adding or editing links for LinkedIn, Twitter and Facebook | |||
| • Viewing the Sites connected to the Customer | |||
| • Viewing the Tasks connected to the Customer | |||
| • Viewing the Contacts connected to the Customer | |||
| • Viewing the Notes connected to the Customer | |||
| • Viewing the Documnets connected to the Customer | |||
| • Viewing the Invoices connected to the Customer | |||
