Difference between revisions of "Site Management"
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| class="fieldGrayBackgrounds" style="width: 512px;" | [[Site_Details#site_Labor2|Labor #2]] | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Site_Details#site_Labor2|Labor #2]] | ||
| class="fieldGrayBackgrounds" style="width: 513px;" | [[Site_Details#site_Servicer2|Servicer #2]] | | class="fieldGrayBackgrounds" style="width: 513px;" | [[Site_Details#site_Servicer2|Servicer #2]] | ||
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | |
|- | |- | ||
| style="width: 512px;" | | | style="width: 512px;" | | ||
| style="width: 513px;" | | | style="width: 513px;" | | ||
| − | | colspan="2" style="width: 513px;" | | + | | colspan="2" style="width: 513px;" | |
---- | ---- | ||
| + | |||
|- | |- | ||
| class="headerMainTitles" colspan="4" | Jobs Tab | | class="headerMainTitles" colspan="4" | Jobs Tab | ||
| Line 106: | Line 107: | ||
| class="headerMainTitles" colspan="4" | Fields | | class="headerMainTitles" colspan="4" | Fields | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]] | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer Name]] |
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|City]] | + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Customer No]] |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive| | + | | class="fieldGrayBackgrounds" style="width: 466px;" | |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 446px;" | |
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Address]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Phone No]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Address]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Fax No]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Address]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#activestatus|active]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|City]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|State]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Zip Code]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeractive|Country]] | ||
|- | |- | ||
| style="width: 512px;" | | | style="width: 512px;" | | ||
Revision as of 10:34, 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 | |||
| SiteJobTab ccexpress.png | |||
| Overview | |||
| Jobs are managed on the Job Management Form. | |||
| • Use the More drop-list to Add a new Job. | |||
| • Select a job in the results grid to Edit the job. | |||
| • Use the More drop-list to search for an existing job. | |||
| Customer Tab | |||
| SiteCustomerTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Fields | |||
| Customer Name | Customer No | ||
| Address | Phone No | ||
| Address | Fax No | ||
| Address | active | ||
| City | State | Zip Code | Country |
| Site Memo Tab | |||
| SiteMemoTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Tasks Tab | |||
| SiteTaskTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Contacts Tab | |||
| SiteContactTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Notes Tab | |||
| SiteNoteTab ccexpress.png | |||
| Overview | |||
| Desc Here
| |||
| Search | Results Grid | Add | Edit |
| Fields | |||
| Category | Internal | Print on Ticket | |
| Note | |||
| Documents Tab | |||
| SiteDocumentTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Equipment Tab | |||
| SiteEquipmentTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Agreements Tab | |||
| SiteAgreementTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| PM Schedules Tab | |||
| SitePMSchedule ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Invoices Tab | |||
| SiteInvoiceTab ccexpress.png | |||
| Overview | |||
| Desc Here | |||
