Difference between revisions of "Site Management"

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|-
 
|-
 
| class="headerMainTitles" colspan="4" | Jobs Tab
 
| class="headerMainTitles" colspan="4" | Jobs Tab
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|-
 +
| class="navigationTitles" colspan="4" | [[File:SiteJobTab_ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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|-
 
|-
 
| class="headerMainTitles" colspan="4" | Customer Tab
 
| class="headerMainTitles" colspan="4" | Customer Tab
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|-
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| class="navigationTitles" colspan="4" | [[File:SiteCustomerTab_ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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|-
 
|-
 
| class="headerMainTitles" colspan="4" | Site Memo Tab
 
| class="headerMainTitles" colspan="4" | Site Memo Tab
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|-
 +
| class="navigationTitles" colspan="4" | [[File:SiteMemoTab_ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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|-
 
|-
 
| class="headerMainTitles" colspan="4" | Tasks Tab
 
| class="headerMainTitles" colspan="4" | Tasks Tab
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|-
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| class="navigationTitles" colspan="4" | [[File:SiteTaskTab_ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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|-
 
|-
 
| class="headerMainTitles" colspan="4" | Contacts Tab
 
| class="headerMainTitles" colspan="4" | Contacts Tab
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|-
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| class="navigationTitles" colspan="4" | [[File:SiteContactTab_ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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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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| class="headerMainTitles" colspan="4" | Notes Tab
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|-
 +
| class="navigationTitles" colspan="4" | [[File:SiteNoteTab_ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
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| colspan="4" style="width: 265px;" | Desc Here
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| colspan="4" style="width: 265px;" | Desc Here  
 
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|-
 
|-
 
| class="headerMainTitles" colspan="4" | Documents Tab
 
| class="headerMainTitles" colspan="4" | Documents Tab
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|-
 +
| class="navigationTitles" colspan="4" | [[File:SiteDocumentTab_ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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|-
 
|-
 
| class="headerMainTitles" colspan="4" | Equipment Tab
 
| class="headerMainTitles" colspan="4" | Equipment Tab
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|-
 +
| class="navigationTitles" colspan="4" | [[File:SiteEquipmentTab_ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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|-
 
|-
 
| class="headerMainTitles" colspan="4" | Agreements Tab
 
| class="headerMainTitles" colspan="4" | Agreements Tab
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|-
 +
| class="navigationTitles" colspan="4" | [[File:SiteAgreementTab_ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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|-
 
|-
 
| class="headerMainTitles" colspan="4" | PM Schedules Tab
 
| class="headerMainTitles" colspan="4" | PM Schedules Tab
 +
|-
 +
| class="navigationTitles" colspan="4" | [[File:SitePMSchedule_ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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|-
 
|-
 
| class="headerMainTitles" colspan="4" | Invoices Tab
 
| class="headerMainTitles" colspan="4" | Invoices Tab
 +
|-
 +
| class="navigationTitles" colspan="4" | [[File:SiteInvoiceTab_ccexpress.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview

Revision as of 08:53, 5 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
File:SiteJobTab ccexpress.png
Overview
Desc Here
     
     
Customer Tab
File:SiteCustomerTab ccexpress.png
Overview
Desc Here
     
     
Site Memo Tab
File:SiteMemoTab ccexpress.png
Overview
Desc Here
     
     
Tasks Tab
File:SiteTaskTab ccexpress.png
Overview
Desc Here
     
     
Contacts Tab
File:SiteContactTab ccexpress.png
Overview
Desc Here
     
     
Notes Tab
File:SiteNoteTab ccexpress.png
Overview
Desc Here
Search Results Grid Add Edit
Fields
Category Internal Print on Ticket  
Note
 
     
Documents Tab
File:SiteDocumentTab ccexpress.png
Overview
Desc Here
     
     
Equipment Tab
File:SiteEquipmentTab ccexpress.png
Overview
Desc Here
     
     
Agreements Tab
File:SiteAgreementTab ccexpress.png
Overview
Desc Here
     
     
PM Schedules Tab
File:SitePMSchedule ccexpress.png
Overview
Desc Here
     
     
Invoices Tab
File:SiteInvoiceTab ccexpress.png
Overview
Desc Here
     
     
     
     
     
     
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