Customer Management

 

 

Name: The customer's name.

 

Address, City, State, Zip and Country: The customer's address information.

 

Phone, Ext, Fax: The customer's phone and fax information.

 

Email: The default email address that will be used when emailing the customer documents.

 

Active: Indicates the active status of the customer 's account.

 

LinkedIn: The identity of the customer's LinkedIn account.

 

Facebook: The identity of the customer's Facebook account.

 

Twitter: The identity of the customer's Twitter account.

 

Customer No: The number that can be used in the software to search for the customer.

 

Billing Contact: The names of the billing contact. Contacts are selected from the contact list.

 

Terms: The terms that are used when billing the customer.

 

Tax Schedule: The tax schedule that will be used when creating new Sites and billing jobs when using the customer's tax schedule.

 

Tax Exempt No: The customer's tax-exempt number, if the customer is tax exempt.

 

Price Level: The customer's price level.

 

Salesperson: The customer's default salesperson. Salespersons are stored in the Company Representatives list.

 

Account Manager: The customer's account manager. Account managers are stored in the Company Representatives list.

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Tabs

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Sites

 

Grid - List of the customer's sites.

 

Add: Use the More drop-list to open the Site Add form.

 

Edit: Select a row in the grid to open the Edit form.

 

Search: Use the More drop-list to toggle the tab to the search form.

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Tasks: Tasks provide a method for managing tasks involving the Customer.

 

Form Fields

 

Task Type: Select from the drop-list the type of task. Task types are customizable.

 

Task Desc: Add a description for the task.

 

Grid: List of the customer's tasks.

 

Add: Use the More drop-list to open the Task Add form.

 

Edit: Select the Edit link in the grid to open the Task Edit form.

 

Search: Use the More drop-list to toggle the tab to the search form.

 

Replicate: The Replicate link provides a method for replicating an existing task.

 

Remove: The Remove link provides a method for removing the task.

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Contacts:

 

Grid - List of the customer's contacts.

 

Add: Use the More drop-list to open the Contact Add form.

 

Edit: Select a row in the grid to open the Contact Edit form.

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Notes:

 

Grid - List of the customer's notes.

1. Use the More drop-list to toggle the tab to the add form.

 

Edit: Select the Edit link to open the row for editing. Click the Update button to save the changes, or the Cancel button to cancel the edit.

 

Search: Use the More drop-list to toggle the tab to the search form.

 

Remove: The Remove link provides a method for removing the note.

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Documents: Customer documents can be uploaded to an FTP site.

 

Upload: Use the More drop-list to open the Document Management form.

 

Download: Select the View link to download the document.

 

Remove: The Remove link provides a method for removing the document from the database and the FTP site. WARNING - This can't be undone.

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Invoices:

 

Grid - List of the customer's posted invoices.

 

View: Select a row to view the posted invoice.

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Agreements:

 

Grid - List of the customer's agreements.

 

View: Select a row to open the Agreement Edit form.