Difference between revisions of "Customer Management"
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1531px;" | {| border="0" cellpadding="1" cellspacing="1" style="width: 1531px;" | ||
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| − | | colspan="4" style="width: 265px;background-color:#bdc3c7;" | Navigation | + | | colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Navigation''' |
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| colspan="4" style="width: 265px;" | To access Customer Maintenance, select Search > Customer > Use the search to find the customer to access > Select the row for the customer to access > Click Edit. | | colspan="4" style="width: 265px;" | To access Customer Maintenance, select Search > Customer > Use the search to find the customer to access > Select the row for the customer to access > Click Edit. | ||
Revision as of 07:35, 23 March 2022
| Navigation | |||
| To access Customer Maintenance, select Search > Customer > Use the search to find the customer to access > Select the row for the customer to access > Click Edit. | |||
| Fields | |||
| Customer No | City | Active | Customer Name |
| 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 | ||
