Difference between revisions of "Customer Management"
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| − | = <span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5B.5B.5B.7Cedit.5D.5D.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D.5B.5B.5B.7Cedit.5D.5D.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span style="font-size:medium;">'''[[File:CustomerEdit.png|center|1400x800px|CustomerEdit.png]]'''</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> = | + | = <span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5B.5B.5B.7Cedit.5D.5D.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D.5B.5B.5B.7Cedit.5D.5D.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span class="mw-headline" id=".5Bedit.5D.5Bedit.5D"><span class="mw-headline" id=".5Bedit.5D"><span class="mw-headline" id=""><span class="mw-headline" id=""><span style="font-size:medium;">'''[[File:CustomerEdit.png|center|1400x800px|CustomerEdit.png]]'''</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span><span class="mw-editsection"><span class="mw-editsection-bra">[</span>[[Customer_Management|edit]]<span class="mw-editsection-bra">]</span></span> = |
| − | {| border="0" cellpadding="1" cellspacing="1" style="width: | + | {| border="0" cellpadding="1" cellspacing="1" style="width: 1531px;" |
|- | |- | ||
| − | | style="width: | + | | style="width: 265px;" | '''Fields''' |
| − | | style="width: | + | | style="width: 362px;" | |
| + | | style="width: 466px;" | | ||
| + | | style="width: 446px;" | | ||
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| − | | style="width: | + | | style="width: 265px;" | <span style="font-family:Arial,Helvetica,sans-serif;"><span style="line-height:normal">[[Customer_Details|Name]]</span></span> |
| − | | style="width: | + | | style="width: 362px;" | |
| + | | style="width: 466px;" | | ||
| + | | style="width: 446px;" | [[Customer_Details#Customer_No|<span style="font-family: Arial, Helvetica, sans-serif;">Customer No</span>]] | ||
|- | |- | ||
| − | | style="width: | + | | style="width: 265px;" | [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]] |
| − | | style="width: | + | | style="width: 362px;" | |
| + | | style="width: 466px;" | | ||
| + | | style="width: 446px;" | | ||
|- | |- | ||
| − | | style="width: | + | | style="width: 265px;" | [[Customer_Details#customerzip|<span style="font-family: Arial, Helvetica, sans-serif;">Zip</span>]] |
| − | | style="width: | + | | style="width: 362px;" | |
| + | | style="width: 466px;" | | ||
| + | | style="width: 446px;" | | ||
|- | |- | ||
| − | | style="width: | + | | style="width: 265px;" | |
| − | | style="width: | + | | style="width: 362px;" | |
| + | | style="width: 466px;" | [[Customer_Details#customerbillingcontact|<span style="font-family: Arial, Helvetica, sans-serif;">Billing Contact</span>]] | ||
| + | | style="width: 446px;" | [[Customer_Details#customertaxschedule|<span style="font-family: Arial, Helvetica, sans-serif;">Tax Schedule</span>]] | ||
|- | |- | ||
| − | | style="width: | + | | style="width: 265px;" | |
| − | | style="width: | + | | style="width: 362px;" | [[Customer_Details#customerphone|<span style="font-family: Arial, Helvetica, sans-serif;">Phone</span>]] |
| + | | style="width: 466px;" | [[Customer_Details#customerterms|<span style="font-family: Arial, Helvetica, sans-serif;">Terms</span>]] | ||
| + | | style="width: 446px;" | [[Customer_Details#customertaxexemptno|<span style="font-family: Arial, Helvetica, sans-serif;">Tax Exempt No</span>]] | ||
|- | |- | ||
| − | | style="width: | + | | style="width: 265px;" | [[Customer_Details#customercity|<span style="font-family: Arial, Helvetica, sans-serif;">City</span>]] |
| − | | style="width: | + | | style="width: 362px;" | [[Customer_Details#customerext|<span style="font-family: Arial, Helvetica, sans-serif;">Ext</span>]] |
| + | | style="width: 466px;" | [[Customer_Details#customerlinkedin|<span style="font-family: Arial, Helvetica, sans-serif;">LinkedIn</span>]] | ||
| + | | style="width: 446px;" | [[Customer_Details#customerpricelevel|<span style="font-family: Arial, Helvetica, sans-serif;">Price Level</span>]] | ||
|- | |- | ||
| − | | style="width: | + | | style="width: 265px;" | [[Customer_Details#customerstate|<span style="font-family: Arial, Helvetica, sans-serif;">State</span>]] |
| − | | style="width: | + | | style="width: 362px;" | [[Customer_Details#customerfax|<span style="font-family: Arial, Helvetica, sans-serif;">Fax</span>]] |
| + | | style="width: 466px;" | [[Customer_Details#customerfacebook|<span style="font-family: Arial, Helvetica, sans-serif;">Facebook</span>]] | ||
| + | | style="width: 446px;" | [[Customer_Details#customersalesperson|<span style="font-family: Arial, Helvetica, sans-serif;">Salesperson</span>]] | ||
|- | |- | ||
| − | | style="width: | + | | style="width: 265px;" | |
| − | | style="width: | + | | style="width: 362px;" | [[Customer_Details#customeremail|<span style="font-family: Arial, Helvetica, sans-serif;">Email</span>]] |
| + | | style="width: 466px;" | [[Customer_Details#customertwitter|<span style="font-family: Arial, Helvetica, sans-serif;">Twitter</span>]] | ||
| + | | style="width: 446px;" | [[Customer_Details#customeraccountmanager|<span style="font-family: Arial, Helvetica, sans-serif;">Account Manager</span>]] | ||
|- | |- | ||
| − | | style="width: | + | | style="width: 265px;" | [[Customer_Details#customercountry|<span style="font-family: Arial, Helvetica, sans-serif;">Country</span>]] |
| − | | style="width: | + | | style="width: 362px;" | [[Customer_Details#customeractive|<span style="font-family: Arial, Helvetica, sans-serif;">Active</span>]] |
| + | | style="width: 466px;" | | ||
| + | | style="width: 446px;" | | ||
|- | |- | ||
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| + | | style="width: 265px;" | | ||
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|} | |} | ||
Revision as of 11:50, 21 February 2022
[edit]
| Fields | |||
| Name | Customer No | ||
| Address | |||
| Zip | |||
| Billing Contact | Tax Schedule | ||
| Phone | Terms | Tax Exempt No | |
| City | Ext | Price Level | |
| State | Fax | Salesperson | |
| Account Manager | |||
| Country | Active | ||
Tabs
Sites
Grid - List of the customer's sites.
Add: Use the More drop-list to open the Site Add form.
Edit: Select a row in the grid to open the Edit form.
Search: Use the More drop-list to toggle the tab to the search form.
Tasks: Tasks provide a method for managing tasks involving the Customer.
Form Fields
Task Type: Select from the drop-list the type of task. Task types are customizable.
Task Desc: Add a description for the task.
Grid: List of the customer's tasks.
Add: Use the More drop-list to open the Task Add form.
Edit: Select the Edit link in the grid to open the Task Edit form.
Search: Use the More drop-list to toggle the tab to the search form.
Replicate: The Replicate link provides a method for replicating an existing task.
Remove: The Remove link provides a method for removing the task.
Contacts:
Grid - List of the customer's contacts.
Add: Use the More drop-list to open the Contact Add form.
Edit: Select a row in the grid to open the Contact Edit form.
Notes:
Grid - List of the customer's notes.
Add: Use the More drop-list to toggle the tab to the add form.
Edit: Select the Edit link to open the row for editing. Click the Update button to save the changes, or the Cancel button to cancel the edit.
Search: Use the More drop-list to toggle the tab to the search form.
Remove: The Remove link provides a method for removing the note.
Documents: Customer documents can be uploaded to an FTP site.
Upload: Use the More drop-list to open the Document Management form.
Download: Select the View link to download the document.
Remove: The Remove link provides a method for removing the document from the database and the FTP site. WARNING - This can't be undone.
Invoices:
Grid - List of the customer's posted invoices.
View: Select a row to view the posted invoice.
Agreements:
Grid - List of the customer's agreements.
View: Select a row to open the Agreement Edit form.
