Difference between revisions of "Customer Management"
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Ascentadmin (talk | contribs) m |
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1531px;" | {| border="0" cellpadding="1" cellspacing="1" style="width: 1531px;" | ||
| + | |- | ||
| + | | style="width: 265px;" | | ||
| + | | style="width: 362px;" | | ||
| + | | style="width: 466px;" | | ||
| + | | style="width: 446px;" | | ||
|- | |- | ||
| style="width: 265px;" | '''Fields''' | | style="width: 265px;" | '''Fields''' | ||
| Line 65: | Line 70: | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | |
| − | |||
| − | |||
<span class="tabContentHeader">Sites Tab</span> | <span class="tabContentHeader">Sites Tab</span> | ||
Revision as of 08:01, 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 |
|
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 | ||
