Difference between revisions of "Customer Management"

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Line 62: Line 62:
  
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Search</span></span>
+
| style="width: 265px;" | Search
 +
| style="width: 265px;" | Results Grid
 +
| style="width: 265px;" | Add
 +
| style="width: 265px;" | Edit
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Use the More drop-list to toggle the tab to the search form.</span></span>
+
| colspan="4" style="width: 265px;" | &nbsp;
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="fieldDetails">List of the customer's sites.</span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Add</span></span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Use the More drop-list to open the Site Add form.</span></span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Edit</span></span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Select a row in the grid to open the Edit form.</span></span>
 
−
|-
 
−
| style="width: 265px;" | &nbsp;
 
−
| style="width: 362px;" | &nbsp;
 
−
| style="width: 466px;" | &nbsp;
 
−
| style="width: 446px;" | &nbsp;
 
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | <span style="line-height:normal">'''<span class="tabHeader">Tabs</span>'''</span>  
 
| colspan="4" style="width: 265px;" | <span style="line-height:normal">'''<span class="tabHeader">Tabs</span>'''</span>  
Line 89: Line 75:
  
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Search</span></span>
+
| style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Search</span></span>
−
|-
+
| style="width: 265px;" | Results Grid
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Use the More drop-list to toggle the tab to the search form.</span></span>
+
| style="width: 265px;" | Add
−
|-
+
| style="width: 265px;" | Edit
−
| colspan="4" style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="fieldDetails">List of the customer's sites.</span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Add</span></span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Use the More drop-list to open the Site Add form.</span></span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Edit</span></span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Select a row in the grid to open the Edit form.</span></span>
 
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
Line 120: Line 95:
 
| colspan="2" style="width: 265px;" | &nbsp;
 
| colspan="2" style="width: 265px;" | &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Search</span></span>
+
| style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Search</span></span>
−
|-
+
| style="width: 265px;" | Results Grid
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Use the More drop-list to toggle the tab to the search form.</span></span>
+
| style="width: 265px;" | Add
−
|-
+
| style="width: 265px;" | Edit
−
| colspan="4" style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="fieldDetails">List of the customer's sites.</span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Add</span></span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Use the More drop-list to open the Site Add form.</span></span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span class="fieldHeader">Edit</span></span>
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:small;"><span style="line-height:normal">Select a row in the grid to open the Edit form.</span></span>
 
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Contacts</span>
 
| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Contacts</span>
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
+
| style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
−
|-
+
| style="width: 265px;" | Add
−
| colspan="4" style="width: 265px;" | List of the customer's contacts
+
| style="width: 265px;" | Edit
−
|-
+
| style="width: 265px;" | &nbsp;
−
| colspan="4" style="width: 265px;" | &nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Add
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Select Add from the More Option List
 
−
|-
 
−
| colspan="4" style="width: 265px;" | &nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Edit
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Select a contact from the list
 
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
Line 169: Line 122:
 
| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
+
| style="width: 265px;" | Search
 +
| style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
 +
| style="width: 265px;" | Add
 +
| style="width: 265px;" | Edit
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | List of customer notes.
+
| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
Line 177: Line 133:
 
| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Documents</span>
 
| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Documents</span>
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
+
| colspan="4" style="width: 265px;" | Documents can be uploaded to, downloaded from and removed from FTP sites.
 +
|-
 +
| colspan="4" style="width: 265px;" | &nbsp;
 +
|-
 +
| style="width: 265px;" | <span class="fieldHeader">Results Grid</span>
 +
| style="width: 265px;" | Upload Documents
 +
| style="width: 265px;" | Download
 +
| style="width: 265px;" | Remove
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | List of the customer's documents
 
| colspan="4" style="width: 265px;" | List of the customer's documents

Revision as of 07:45, 14 March 2022

CustomerEdit.png
Fields      
Name City Active Customer No
Address Ext State Billing Contact
Address Email Country Terms
Address   Facebook Tax Schedule
Zip     Tax Exempt No
Phone     Price Level
Fax     Salesperson
LinkedIn     Account Manager
Twitter      
 
Customer Form Options
Search Results Grid Add Edit
 
Tabs

Sites

Search Results Grid Add Edit
 
Tasks
Fields  
Task Type Task Desc    
   
Search Results Grid Add Edit
 
Contacts
Results Grid Add Edit  
 
Notes
Fields
Category Note    
 
Search Results Grid Add Edit
 
 
Documents
Documents can be uploaded to, downloaded from and removed from FTP sites.
 
Results Grid Upload Documents Download Remove
List of the customer's documents
 
Upload a document
Select Doc: Mgnt from the More Option List
 
Invoices
Results Grid
List of the customer's invoices.
 
Agreements
Results Grid
List of the customer's tasks.
 
 
 
 

 

 

 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

      

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