Difference between revisions of "Customer Management"
Jump to navigation
Jump to search
Ascentadmin (talk | contribs) m |
Ascentadmin (talk | contribs) m |
||
| Line 53: | Line 53: | ||
| style="width: 466px;" | | | style="width: 466px;" | | ||
| style="width: 446px;" | | | style="width: 446px;" | | ||
| − | |||
| − | |||
|- | |- | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
| Line 98: | Line 96: | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="tabContentHeader">Contacts</span> | + | | colspan="4" style="width: 265px;" | <span class="tabContentHeader">Contacts Tab</span> |
|- | |- | ||
| style="width: 265px;" | <span class="fieldHeader">Results Grid</span> | | style="width: 265px;" | <span class="fieldHeader">Results Grid</span> | ||
| Line 107: | Line 105: | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="tabContentHeader">Notes</span> | + | | colspan="4" style="width: 265px;" | <span class="tabContentHeader">Notes Tab</span> |
| − | |||
| − | |||
|- | |- | ||
| style="width: 265px;" | Category | | style="width: 265px;" | Category | ||
| Line 116: | Line 112: | ||
| style="width: 265px;" | | | style="width: 265px;" | | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | |
| + | ---- | ||
| + | |||
|- | |- | ||
| style="width: 265px;" | Search | | style="width: 265px;" | Search | ||
| Line 125: | Line 123: | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
|- | |- | ||
| − | + | | colspan="4" style="width: 265px;" | <span class="tabContentHeader">Documents Tab</span> | |
| − | |||
| − | | colspan="4" style="width: 265px;" | <span class="tabContentHeader">Documents</span> | ||
| − | |||
| − | |||
| − | |||
| − | |||
|- | |- | ||
| style="width: 265px;" | <span class="fieldHeader">Results Grid</span> | | style="width: 265px;" | <span class="fieldHeader">Results Grid</span> | ||
| Line 140: | Line 132: | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | ''<span class="tabContentHeader">Invoices</span>'' | + | | colspan="4" style="width: 265px;" | ''<span class="tabContentHeader">Invoices Tab</span>'' |
|- | |- | ||
| style="width: 265px;" | <span class="fieldHeader">Results Grid</span> | | style="width: 265px;" | <span class="fieldHeader">Results Grid</span> | ||
| Line 149: | Line 141: | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Agreements''</span></span></span> | + | | colspan="4" style="width: 265px;" | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Agreements Tab''</span></span></span> |
|- | |- | ||
| style="width: 265px;" | <span class="fieldHeader">Results Grid</span> | | style="width: 265px;" | <span class="fieldHeader">Results Grid</span> | ||
Revision as of 07:59, 14 March 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 | |||
|
| |||
| Search | Results Grid | Add | Edit |
| Tabs
Sites Tab | |||
| Search | Results Grid | Add | Edit |
| Tasks Tab | |||
| Task Type | Task Desc | ||
|
| |||
| Search | Results Grid | Add | Edit |
| Contacts Tab | |||
| Results Grid | Add | Edit | |
| Notes Tab | |||
| Category | Note | ||
|
| |||
| Search | Results Grid | Add | Edit |
| Documents Tab | |||
| Results Grid | Upload Documents | Download | Remove |
| Invoices Tab | |||
| Results Grid | Edit | ||
| Agreements Tab | |||
| Results Grid | Edit | ||
