Difference between revisions of "Customer Management"
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| style="width: 362px;" | [[Customer_Details#customercity|<span style="font-family: Arial, Helvetica, sans-serif;">City</span>]] | | style="width: 362px;" | [[Customer_Details#customercity|<span style="font-family: Arial, Helvetica, sans-serif;">City</span>]] | ||
| style="width: 466px;" | [[Customer_Details#customeractive|<span style="font-family: Arial, Helvetica, sans-serif;">Active</span>]] | | style="width: 466px;" | [[Customer_Details#customeractive|<span style="font-family: Arial, Helvetica, sans-serif;">Active</span>]] | ||
| − | | style="width: 446px;" | [[Customer_Details#Cust_No | + | | style="width: 446px;" | [[Customer_Details#Cust_No|<span style="font-family: Arial, Helvetica, sans-serif;">[[Customer_Details#Cust_Name|Customer No]]</span> |
|- | |- | ||
| style="width: 265px;" | [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]] | | style="width: 265px;" | [[Customer_Details#customeraddress|<span style="font-family: Arial, Helvetica, sans-serif;">Address</span>]] | ||
Revision as of 13:55, 22 March 2022
| Fields | |||
| Name | City | Active | [[Customer_Details#Cust_No|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 | ||
