Messages

Message_Search.jpg
Navigation
Select Search > Messages > Use the search filters to find the message > Click the Find button.
Overview
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:
• Adding or editing links for LinkedIn, Twitter and Facebook
• Site Tab
• Tasks Tab
• Contacts Tab
• Notes Tab
• Documents Tab
• Invoices Tab
• Agreements Tab
Fields
Customer No	City	Active	Customer Name
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
Top
Dashboard
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
Add New Messages
Messages_Add.jpg
Overview
Document are uploaded, downloaded and removed using the Documents Management form.
• Use the More drop-list to add a new document using the Documents Management form.
• Click the View option in the Results Grid to edit the document in the Documents Management form.
• Click the Remove option to remove the selected Document.
Top
Message Options
Message_Options.jpg
Overview
Agreements are managed using the Agreement Management form.
• Select an agreement in the Results Grid to edit the selected agreement.
Top