Difference between revisions of "Portal Customer Users Setup"

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| colspan="4" | [[File:AgreeProfitReport.jpg|AgreeProfitReport.jpg]]
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| colspan="4" | [[File:CP CustomerUserSetup.jpg|CP_CustomerUserSetup.jpg]]
 
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| colspan="4" | [[File:AgreeProfitReport1.jpg|AgreeProfitReport2.jpg]]
 
 
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| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
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| colspan="4" style="width: 265px;" | Menu > Reports > Agreement Profitability Report
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| colspan="4" style="width: 265px;" | Menu > Search > Customers > Select Customer > Click the Edit button > Portal Settings Tab
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Provides profitability for agreements using the following filter criteria.
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| colspan="4" style="width: 265px;" | Used to setup the customer's user login information. When the Job Add checkbox is checked, the customer's portal user will be able to enter a new job request.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Billed Status
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Agreement Start Date
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Transaction Date
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Agreement Begin Date or Agreement Anniversary Date
 
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| class="headerMainTitles" colspan="4" | Advanced Filters
 
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| colspan="4" style="width: 265px;" | [[Glossary#AgreementType|Agreement Type]]
 
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| colspan="4" style="width: 265px;" | [[Glossary#agreements_Number|Agreement Number]]
 
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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Latest revision as of 11:41, 27 September 2024

CP_CustomerUserSetup.jpg
 
Navigation
Menu > Search > Customers > Select Customer > Click the Edit button > Portal Settings Tab
Overview
Used to setup the customer's user login information. When the Job Add checkbox is checked, the customer's portal user will be able to enter a new job request.
 
Retrieved from "https://svconthego.net/index.php?title=Portal_Customer_Users_Setup&oldid=3467"