Difference between revisions of "Glossary"
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Revision as of 10:14, 28 March 2022
Customer Account Manager
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Active Status
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Customer Address
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Customer Billing Contact
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Customer City
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Customer Country
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Customer Email
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Customer Ext
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Customer Facebook
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Customer Fax
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Customer LinkedIn
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Customer Name
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Customer Number
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Customer Phone
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Customer Price Level
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Customer Salesperson
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Customer State
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Customer Tax Schedule
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Customer Tax Exempt No
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Customer Terms
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Customer Twitter
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Customer Zip Code
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Site Clone From: Customer Address
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Site Clone From: Ship To
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Site Name
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Site Type
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Site Est Date
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Site Code
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Site Address
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Site Chain
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Site Referral Code
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Site Store No
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Site SLA
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Site Store Type
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Site Priority
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Site Zip
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Site Map Code
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Site Branch
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Site City
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Site State
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Site Price Level
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Site Latitude
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Site Longitude
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Site Tax Schedule
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Site Site Main No
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Site Fax No
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Site Labor #1
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Site Servicer #1
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Site Primary Contact
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Site Labor #2
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Site Site Servicer #2
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| Jobs Move up |
Job No.
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Billed
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Job Main No.
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Primary Servicer
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Job Contact
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Job Phone
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Job Ext
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Job Contact Email
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SLA
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Status
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Job Type
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Account Manager
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Received Date
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Service Type
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Salesperson
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Schedule Date
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SLA Exp
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Payment Method
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Reference Number
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Request
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Solution
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Request Notes
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Solution Notes
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Status Bar
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Send to Mobile
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| Equipment starts here |
Equipment Code
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Equipment Item
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Equipment Description
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Install Date
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Sale Date
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Serial No
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Equipment Type
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Labor Warranty
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Labor Warranty Start
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Labor Warranty End
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Manufacturer
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Parts Warranty
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Parts Warranty Start
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Parts Warranty End
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Model
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EQ Position/Locations
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Coverage Date
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Level
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Equipment Comment
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| Company Rep starts here |
Representative Number
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Representative Name
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Representative Type
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Commission Rate
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Representative Phone
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Representative Email
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Representative Division
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Representative Address
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Representative City
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Representative State
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Representative Zip
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Representative Country
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| Contact Section |
Change Customer Button
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Change Site Button
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Contact Name
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Contact Type
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Contact Established Date
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Contact Title
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Contact Salutation
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Contact Address
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Contact First Name
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Contact Last Name
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Contact City
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Contact State
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Contact Zip
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Contact Country
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Contact Email
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Contact Fax Number
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Contact Phone
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Job Type Management Setup here
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Job Type Code
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Job Type Description
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Est Hours
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Quoted $s
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Opportunity
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Job Type All checkbox
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Service Type Code
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Service Type Desc
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KPI Call Count
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Assigned Button
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Not Assigned Button
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Remove all Assignments
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Cost Type Description
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Classification
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Subclass
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Cost Type Labor checkbox
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Cost Type Inventory checkbox
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Cost Type Purchases checkbox
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Cost Type Revenue Account
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Cost Type Revenue subaccount
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Cost Type Cost Account
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Cost Type Cost subaccount
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| Item Maintenance here |
Item Type
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Item Code
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Item Description
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Use in Mobile
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Mobile Button
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Cost Type
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Product Line
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Sales UOM
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Tax Class
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Warehouse
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Unit Price
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Trade Discount
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Commissionable
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Split Commission
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Price Code
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| Unit Cost |
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| Short Description |
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| Equipment Build checkbox |
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| Inventory Item Prefix |
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| Agreement Type |
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| Allocation |
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| Reporting Groups |
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