Difference between revisions of "Customer Management"
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| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Sites Tab |
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| style="width: 265px;" | Search | | style="width: 265px;" | Search | ||
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| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Tasks Tab |
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| style="width: 265px;" | [[Task_Management#tsk_TaskType|Task Type]] | | style="width: 265px;" | [[Task_Management#tsk_TaskType|Task Type]] | ||
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| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Contacts Tab |
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| style="width: 265px;" | Results Grid | | style="width: 265px;" | Results Grid | ||
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| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Notes Tab |
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| style="width: 265px;" | Category | | style="width: 265px;" | Category | ||
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| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Documents Tab |
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| style="width: 265px;" | Results Grid | | style="width: 265px;" | Results Grid | ||
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| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Invoices Tab |
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| style="width: 265px;" | Results Grid | | style="width: 265px;" | Results Grid | ||
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| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
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| − | | | + | | class="headerMainTitles" colspan="4" | Agreements Tab |
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| style="width: 265px;" | Results Grid | | style="width: 265px;" | Results Grid | ||
Revision as of 11:43, 23 March 2022
| Customer ccexpress.png | |||
| 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: | |||
| • Adding or editing links for LinkedIn, Twitter and Facebook | |||
| • Viewing the Sites connected to the Customer | |||
| • Viewing the Tasks connected to the Customer | |||
| • Viewing the Contacts connected to the Customer | |||
| • Viewing the Notes connected to the Customer | |||
| • Viewing the Documnets connected to the Customer | |||
| • Viewing the Invoices connected to the Customer | |||
| Fields | |||
| Customer No | City | Active | Customer Name |
| 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 | ||
