Difference between revisions of "Board Maintenance"

From SVContheGO Online Manual
Jump to navigation Jump to search
m
m
Line 6: Line 6:
 
| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
+
| colspan="4" style="width: 265px;" | Menu > Call Central/Dispatch Board > Form Maintenance
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | The Manage Forms tab is used to add new forms and edit existing forms.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Forms marked private are only available to the creator.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Forms marked default will be used to create the map on the dashboard.&nbsp;&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Form removal cannot be reversed.
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
−
|-
 
−
| style="width: 265px;" | &nbsp;
 
−
| style="width: 306px;" | &nbsp;
 
−
| style="width: 432px;" | &nbsp;
 
−
| style="width: 446px;" | &nbsp;
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;

Revision as of 15:27, 10 January 2023

Navigation
Menu > Call Central/Dispatch Board > Form Maintenance
Overview
The Manage Forms tab is used to add new forms and edit existing forms.
• Forms marked private are only available to the creator.
• Forms marked default will be used to create the map on the dashboard.  
• Form removal cannot be reversed.
 
BoardMaint filters.PNG
 Top
Sites Tab
BoardMaint colors.PNG
Overview
Sites are managed using the Site Management form.
• Use the More drop-list to Add a new site
• Select a site in the results grid to Edit the site.
• Use the More drop-list to Search for an existing site.
 Top
Tasks Tab
BoardMaint mainten.PNG
Overview
Tasks are managed using the Task Management form.
• Use the More drop-list to add a new task
• Select Edit in the results grid to rdit an existing task.
• Select Replicate in the results grid to replicate the task.
• Select Remove in the results grid to remove the task.
Fields
Task Type Task Desc    
 Top
Contacts Tab
BoardMaint copyfrom.PNG
Overview
Contacts are managed using the Contact Management form. 
• Use the More drop-list to add a new customer contact
• Select a site in the Results Grid to edit the site.
 Top
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Retrieved from "https://svconthego.net/index.php?title=Board_Maintenance&oldid=2349"