Difference between revisions of "Customer Management"
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Ascentadmin (talk | contribs) m |
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| − | | style="width: 265px;" | | + | | style="width: 265px;" | Search |
| style="width: 265px;" | Results Grid | | style="width: 265px;" | Results Grid | ||
| style="width: 265px;" | Add | | style="width: 265px;" | Add | ||
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| − | | style="width: 265px;" | | + | | style="width: 265px;" | Search |
| style="width: 265px;" | Results Grid | | style="width: 265px;" | Results Grid | ||
| style="width: 265px;" | Add | | style="width: 265px;" | Add | ||
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| colspan="4" style="width: 265px;" | <span class="tabContentHeader">Contacts Tab</span> | | colspan="4" style="width: 265px;" | <span class="tabContentHeader">Contacts Tab</span> | ||
|- | |- | ||
| − | | style="width: 265px;" | | + | | style="width: 265px;" | Results Grid |
| style="width: 265px;" | Add | | style="width: 265px;" | Add | ||
| style="width: 265px;" | Edit | | style="width: 265px;" | Edit | ||
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|- | |- | ||
| style="width: 265px;" | Search | | style="width: 265px;" | Search | ||
| − | | style="width: 265px;" | | + | | style="width: 265px;" | Results Grid |
| style="width: 265px;" | Add | | style="width: 265px;" | Add | ||
| style="width: 265px;" | Edit | | style="width: 265px;" | Edit | ||
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| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Documents Tab</span> |
|- | |- | ||
| − | | style="width: 265px;" | <span class="fieldHeader">Results Grid | + | | style="width: 265px;" | <span class="fieldHeader">Results Grid |
| style="width: 265px;" | Upload Documents | | style="width: 265px;" | Upload Documents | ||
| style="width: 265px;" | Download | | style="width: 265px;" | Download | ||
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| colspan="4" style="width: 265px;" | ''<span class="tabContentHeader">Invoices Tab</span>'' | | colspan="4" style="width: 265px;" | ''<span class="tabContentHeader">Invoices Tab</span>'' | ||
|- | |- | ||
| − | | style="width: 265px;" | | + | | style="width: 265px;" | Results Grid |
| style="width: 265px;" | Edit | | style="width: 265px;" | Edit | ||
| style="width: 265px;" | | | style="width: 265px;" | | ||
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| colspan="4" style="width: 265px;" | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Agreements Tab''</span></span></span> | | colspan="4" style="width: 265px;" | <span style="line-height:normal"><span style="font-size:12.0pt"><span style="font-family:">''Agreements Tab''</span></span></span> | ||
|- | |- | ||
| − | | style="width: 265px;" | | + | | style="width: 265px;" | Results Grid |
| style="width: 265px;" | Edit | | style="width: 265px;" | Edit | ||
| colspan="2" style="width: 265px;" | | | colspan="2" style="width: 265px;" | | ||
Revision as of 08:04, 14 March 2022
| Fields | |||
| Name | City | Active | Customer No |
| Address | Ext | State | Billing Contact |
| Address | Country | Terms | |
| Address | Tax Schedule | ||
| Zip | Tax Exempt No | ||
| Phone | Price Level | ||
| Fax | Salesperson | ||
| Account Manager | |||
|
| |||
| Search | Results Grid | Add | Edit |
|
Sites Tab | |||
| Search | Results Grid | Add | Edit |
| Tasks Tab | |||
| Task Type | Task Desc | ||
|
| |||
| Search | Results Grid | Add | Edit |
| Contacts Tab | |||
| Results Grid | Add | Edit | |
| Notes Tab | |||
| Category | Note | ||
|
| |||
| Search | Results Grid | Add | Edit |
| Documents Tab | |||
| Results Grid | Upload Documents | Download | Remove |
| Invoices Tab | |||
| Results Grid | Edit | ||
| Agreements Tab | |||
| Results Grid | Edit | ||
