Difference between revisions of "Customer Management"
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| − | = <span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span style="font-size:medium;">'''[[File:CustomerEdit.png|center|1400x800px|CustomerEdit.png]]'''</span></span></span></span></span></span></span></span></span> | + | = <span class="mw-headline" id=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span style="font-size:medium;">'''[[File:CustomerEdit.png|center|1400x800px|CustomerEdit.png]]'''</span></span></span></span></span></span></span></span></span></span></span> = |
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| − | <span style="font- | + | <span style="font-family:Arial,Helvetica,sans-serif;"><span style="line-height:normal">Name: The customer's name.</span></span> |
| − | + | <span style="font-family: Arial, Helvetica, sans-serif;">Address, City, State, Zip and Country: The customer's address information.</span> | |
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| − | <span style="font- | + | <span style="font-family: Arial, Helvetica, sans-serif;">Phone, Ext, Fax: The customer's phone and fax information.</span> |
| − | + | <span style="font-family: Arial, Helvetica, sans-serif;">Email: The default email address that will be used when emailing the customer documents.</span> | |
| − | <span style="font- | + | <span style="font-family: Arial, Helvetica, sans-serif;">Active: Indicates the active status of the customer 's account.</span> |
| − | + | <span style="font-family: Arial, Helvetica, sans-serif;">LinkedIn: The identity of the customer's LinkedIn account.</span> | |
| − | <span style="font- | + | <span style="font-family: Arial, Helvetica, sans-serif;">Facebook: The identity of the customer's Facebook account.</span> |
| − | + | <span style="font-family: Arial, Helvetica, sans-serif;">Twitter: The identity of the customer's Twitter account.</span> | |
| − | <span style="font- | + | <span style="font-family: Arial, Helvetica, sans-serif;">Customer No: The number that can be used in the software to search for the customer.</span> |
| − | + | <span style="font-family: Arial, Helvetica, sans-serif;">Billing Contact: The names of the billing contact. Contacts are selected from the contact list.</span> | |
| − | <span style="font- | + | <span style="font-family: Arial, Helvetica, sans-serif;">Terms: The terms that are used when billing the customer.</span> |
| − | + | <span style="font-family: Arial, Helvetica, sans-serif;">Tax Schedule: The tax schedule that will be used when creating new Sites and billing jobs when using the customer's tax schedule.</span> | |
| − | <span style="font- | + | <span style="font-family: Arial, Helvetica, sans-serif;">Tax Exempt No: The customer's tax-exempt number, if the customer is tax exempt.</span> |
| − | + | <span style="font-family: Arial, Helvetica, sans-serif;">Price Level: The customer's price level.</span> | |
| − | <span style="font- | + | <span style="font-family: Arial, Helvetica, sans-serif;">Salesperson: The customer's default salesperson. Salespersons are stored in the Company Representatives list.</span> |
| − | + | <span style="font-family: Arial, Helvetica, sans-serif;">Account Manager: The customer's account manager. Account managers are stored in the Company Representatives list.</span> | |
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<div align="center" style="margin-bottom:0in; text-align:center"> | <div align="center" style="margin-bottom:0in; text-align:center"> | ||
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</div> | </div> | ||
<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Sites''</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Sites''</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's sites.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's sites.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Add: Use the More drop-list to open the Site Add form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Add: Use the More drop-list to open the Site Add form.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Edit: Select a row in the grid to open the Edit form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Edit: Select a row in the grid to open the Edit form.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Search: Use the More drop-list to toggle the tab to the search form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Search: Use the More drop-list to toggle the tab to the search form.</span></span> | ||
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</div> | </div> | ||
<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Tasks'': Tasks provide a method for managing tasks involving the Customer.</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Tasks'': Tasks provide a method for managing tasks involving the Customer.</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Form Fields</span></span> | <span style="font-size:small;"><span style="line-height:normal">Form Fields</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Task Type: Select from the drop-list the type of task. Task types are customizable.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Task Type: Select from the drop-list the type of task. Task types are customizable.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Task Desc: Add a description for the task.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Task Desc: Add a description for the task.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Grid: List of the customer's tasks.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Grid: List of the customer's tasks.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Add: Use the More drop-list to open the Task Add form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Add: Use the More drop-list to open the Task Add form.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Edit: Select the Edit link in the grid to open the Task Edit form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Edit: Select the Edit link in the grid to open the Task Edit form.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Search: Use the More drop-list to toggle the tab to the search form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Search: Use the More drop-list to toggle the tab to the search form.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Replicate: The Replicate link provides a method for replicating an existing task.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Replicate: The Replicate link provides a method for replicating an existing task.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the task.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the task.</span></span> | ||
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</div> | </div> | ||
<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Contacts'':</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Contacts'':</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's contacts.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's contacts.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Add: Use the More drop-list to open the Contact Add form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Add: Use the More drop-list to open the Contact Add form.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Edit: Select a row in the grid to open the Contact Edit form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Edit: Select a row in the grid to open the Contact Edit form.</span></span> | ||
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</div> | </div> | ||
<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Notes'':</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Notes'':</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's notes.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's notes.</span></span> | ||
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| − | + | <span style="font-size:small;"><span style="line-height:normal">Add: Use the More drop-list to toggle the tab to the add form.</span></span> | |
<span style="font-size:small;"><span style="line-height:normal">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.</span></span> | <span style="font-size:small;"><span style="line-height:normal">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.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Search: Use the More drop-list to toggle the tab to the search form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Search: Use the More drop-list to toggle the tab to the search form.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the note.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the note.</span></span> | ||
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</div> | </div> | ||
<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Documents'': Customer documents can be uploaded to an FTP site.</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Documents'': Customer documents can be uploaded to an FTP site.</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Upload: Use the More drop-list to open the Document Management form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Upload: Use the More drop-list to open the Document Management form.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Download: Select the View link to download the document.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Download: Select the View link to download the document.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the document from the database and the FTP site. WARNING - This can't be undone.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Remove: The Remove link provides a method for removing the document from the database and the FTP site. WARNING - This can't be undone.</span></span> | ||
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</div> | </div> | ||
<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Invoices'':</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Invoices'':</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's posted invoices.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's posted invoices.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">View: Select a row to view the posted invoice.</span></span> | <span style="font-size:small;"><span style="line-height:normal">View: Select a row to view the posted invoice.</span></span> | ||
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</div> | </div> | ||
<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Agreements'':</span></span></span> | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Agreements'':</span></span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's agreements.</span></span> | <span style="font-size:small;"><span style="line-height:normal">Grid - List of the customer's agreements.</span></span> | ||
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<span style="font-size:small;"><span style="line-height:normal">View: Select a row to open the Agreement Edit form.</span></span> | <span style="font-size:small;"><span style="line-height:normal">View: Select a row to open the Agreement Edit form.</span></span> | ||
Revision as of 11:57, 18 February 2022
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.
Tabs
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.
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.
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.
Notes:
Grid - List of the customer's notes.
Add: 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.
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.
Invoices:
Grid - List of the customer's posted invoices.
View: Select a row to view the posted invoice.
Agreements:
Grid - List of the customer's agreements.
View: Select a row to open the Agreement Edit form.
