Difference between revisions of "Customer Management"

Revision as of 07:38, 23 March 2022

Navigation
To access Customer Maintenance, select Search > Customer > Use the search to find the customer to access > Select the row for the customer to access > Click Edit.
Overview
Using Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be added or edited for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:







Fields
Customer No	City	Active	Customer Name
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

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

@@ Line 10: / Line 10: @@
 | colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
 |-
-| colspan="4" style="width: 265px;" | Using Customer Maintenance to view
+| colspan="4" style="width: 265px;" | Using Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be added or edited for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 |-
 | colspan="4" style="width: 265px;" | &nbsp;