Difference between revisions of "Site Management"
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
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| − | | class="headerMainTitles" | + | | class="headerMainTitles" colspan="4" | Jobs Tab |
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| style="width: 512px;" | | | style="width: 512px;" | | ||
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Customer Tab |
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| style="width: 512px;" | | | style="width: 512px;" | | ||
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Site Memo Tab |
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| style="width: 512px;" | | | style="width: 512px;" | | ||
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Tasks Tab |
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| style="width: 512px;" | | | style="width: 512px;" | | ||
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Contacts Tab |
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| style="width: 512px;" | | | style="width: 512px;" | | ||
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Notes Tab |
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| style="width: 512px;" | | | style="width: 512px;" | | ||
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Documents Tab |
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| style="width: 512px;" | | | style="width: 512px;" | | ||
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
|- | |- | ||
| − | | | + | | class="headerMainTitles" colspan="4" | Equipment Tab |
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| style="width: 512px;" | | | style="width: 512px;" | | ||
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
|- | |- | ||
| − | | | + | | class="headerMainTitles" colspan="4" | Agreements Tab |
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| style="width: 512px;" | | | style="width: 512px;" | | ||
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | PM Schedules Tab |
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| style="width: 512px;" | | | style="width: 512px;" | | ||
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
|- | |- | ||
| − | | | + | | class="headerMainTitles" colspan="4" | Invoices Tab |
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| style="width: 512px;" | | | style="width: 512px;" | | ||
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| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
|} | |} | ||
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Revision as of 14:14, 23 March 2022
| SiteMgnt.PNG | |||
| Navigation | |||
| To access Site Maintenance, select Search > Sites > Use the search to find the site to access > Select the row for the site to access >Click Edit | |||
| Overview | |||
| Fields | |||
| Customer Code | Customer Name | ||
| Clone From: Customer Address | Clone From: Ship To | ||
| Site Name | Site Type | Est Date | Site Code |
| Address | Chain | Referral Code | |
| Address | Store No | SLA | |
| Address | Store Type | Priority | |
| Zip | Map Code | Branch | |
| City | State | Price Levels | |
| Latitude | Longitude | Tax Schedule | |
| Main No | Fax No | Active | |
| Labor #1 | Servicer #1 | Primary Contact | |
| Labor #2 | Servicer #2 | ||
| Jobs Tab | |||
| Customer Tab | |||
| Site Memo Tab | |||
| Tasks Tab | |||
| Contacts Tab | |||
| Notes Tab | |||
| Documents Tab | |||
| Equipment Tab | |||
| Agreements Tab | |||
| PM Schedules Tab | |||
| Invoices Tab | |||
