Difference between revisions of "Customer Management"

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| colspan="2" style="width: 265px;" | [[Task_Management|Task Type]]
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| style="width: 265px;" | [[Task_Management|Task Type]]
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| colspan="2" style="width: 265px;" | Task Desc
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| style="width: 265px;" | Task Desc
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| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Contacts</span>
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| colspan="4" style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
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| colspan="4" style="width: 265px;" | List of the customer's contacts
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | Add
 
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | Select Add from the More Option List
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | Edit
 
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| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Contacts</span>
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| colspan="4" style="width: 265px;" | Select a contact from the list
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Notes</span>
 
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | Fields
 
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| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Notes</span>
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| style="width: 265px;" | Category
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| style="width: 265px;" | Note
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| style="width: 265px;" | &nbsp;
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| style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
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| colspan="4" style="width: 265px;" | List of customer notes.
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
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| -
 
 
| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Documents</span>
 
| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Documents</span>
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|-
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| colspan="4" style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
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| colspan="4" style="width: 265px;" | List of the customer's documents
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | Upload a document
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| colspan="4" style="width: 265px;" | Select Doc: Mgnt from the More Option List
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Invoices</span>
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| colspan="4" style="width: 265px;" | ''<span class="tabContentHeader">Invoices</span>''
 
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
 
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | List of the customer's invoices.
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Tasks''</span></span></span>
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| colspan="4" style="width: 265px;" | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Agreements''</span></span></span>
 
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
 
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|-
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | List of the customer's tasks.
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Tasks''</span></span></span>
 
 
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<div align="center" style="margin-bottom:0in; text-align:center">
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<div align="center" style="margin-bottom:0in; text-align:center">&nbsp;</div> <div align="center" style="margin-bottom:0in; text-align:center">&nbsp;</div>  
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<div align="center" style="margin-bottom:0in; text-align:center">
 
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<span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">: 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>
 
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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>
 
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<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>
 
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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>
 
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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>
 
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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>
 
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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>
 
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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>
 
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<div align="center" style="margin-bottom:0in; text-align:center">
 
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</div>
 
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<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>
 
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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>
 
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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>
 
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<div align="center" style="margin-bottom:0in; text-align:center">
 
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</div>
 
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<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>
 
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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>
 
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<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>
 
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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>
 
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<div align="center" style="margin-bottom:0in; text-align:center">
 
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</div>
 
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<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>
 
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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>
 
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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>
 
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<div align="center" style="margin-bottom:0in; text-align:center">
 
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</div>
 
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<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>
 
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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>
 
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<div align="center" style="margin-bottom:0in; text-align:center">
 
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</div>
 
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<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>
 
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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>
 
  
 
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Revision as of 07:35, 14 March 2022

CustomerEdit.png
Fields      
Name City Active Customer No
Address Ext State Billing Contact
Address Email Country Terms
Address   Facebook Tax Schedule
Zip     Tax Exempt No
Phone     Price Level
Fax     Salesperson
LinkedIn     Account Manager
Twitter      
 
Customer 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

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.
 
Tasks
Fields  
Task Type Task Desc    
   
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.
 
Contacts
Results Grid
List of the customer's contacts
 
Add
Select Add from the More Option List
 
Edit
Select a contact from the list
 
Notes
Fields
Category Note    
 
Results Grid
List of customer notes.
 
Documents
Results Grid
List of the customer's documents
 
Upload a document
Select Doc: Mgnt from the More Option List
 
Invoices
Results Grid
List of the customer's invoices.
 
Agreements
Results Grid
List of the customer's tasks.
 
 
 
 

 

 

 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

      

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