Difference between revisions of "Customer Management"
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| colspan="4" style="width: 265px;" | <span style="line-height:normal">'''<span class="tabHeader">Form Options</span>'''</span> | | colspan="4" style="width: 265px;" | <span style="line-height:normal">'''<span class="tabHeader">Form Options</span>'''</span> | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Search</span></span> |
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Use the More drop-list to toggle the tab to the search form.</span></span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | Results Grid: | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span class="fieldDetails">List of the customer's sites.</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Add</span></span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Use the More drop-list to open the Site Add form.</span></span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Edit</span></span> | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Select a row in the grid to open the Edit form.</span></span> |
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| style="width: 265px;" | | | style="width: 265px;" | | ||
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| style="width: 446px;" | | | style="width: 446px;" | | ||
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| − | | colspan="4" style="width: 265px;" | <span style="line-height:normal">'''<span class="tabHeader">Tabs</span>'''</span> | + | | colspan="4" style="width: 265px;" | <span style="line-height:normal">'''<span class="tabHeader">Tabs</span>'''</span> |
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| colspan="4" style="width: 265px;" | [[Grid|Grid]] | | colspan="4" style="width: 265px;" | [[Grid|Grid]] | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | |
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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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Revision as of 13:04, 21 February 2022
| Fields | |||
| Name | City | Active | Customer No |
| Address | Ext | State | Billing Contact |
| Address | Country | Terms | |
| Address | Tax Schedule | ||
| Zip | Tax Exempt No | ||
| Phone | Price Level | ||
| Fax | Salesperson | ||
| Account Manager | |||
| Form Options | |||
| Search | |||
| Use the More drop-list to toggle the tab to the search form. | |||
| Results 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. | |||
| Tabs
Sites | |||
| Grid | |||
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.
