Difference between revisions of "Site Management"

Revision as of 08:32, 4 April 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
Search	Results Grid	Add	Edit
Fields
Category	Internal	Print on Ticket
Note


Documents Tab


Equipment Tab


Agreements Tab


PM Schedules Tab


Invoices Tab

@@ Line 123: / Line 123: @@
 | colspan="2" style="width: 513px;" | &nbsp;
 |-
 | class="headerMainTitles" colspan="4" | Notes Tab
+----
 |-
-| style="width: 512px;" | &nbsp;
+| style="width: 265px;" | Search
-| style="width: 513px;" | &nbsp;
+| style="width: 265px;" | Results Grid
-| colspan="2" style="width: 513px;" | &nbsp;
+| style="width: 265px;" | Add
+| style="width: 265px;" | Edit
+|-
+| class="headerMainTitles" colspan="4" | Fields
+|-
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
+| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#NoteInternal|Internal]]
+| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#NotePrintOnTicket|Print on Ticket]]
+| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
+|-
+| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | [[Glossary#NoteContent|Note]]
+|-
+| colspan="4" style="width: 265px;" | &nbsp;
 |-
 | style="width: 512px;" | &nbsp;