Customer Management
Revision as of 14:03, 22 March 2022 by Ascentadmin (talk | contribs)
| 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 | |||||||
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| Search | Results Grid | Add | Edit | ||||
|
Sites Tab | |||||||
| Search | Results Grid | Add | Edit | ||||
| Tasks Tab | |||||||
| Task Type | Task Desc | ||||||
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| |||||||
| Search | Results Grid | Add | Edit | ||||
| Contacts Tab | |||||||
| Results Grid | Add | Edit | |||||
| Notes Tab | |||||||
| Category | Note | ||||||
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| Search | Results Grid | Add | Edit | ||||
| Documents Tab | |||||||
| Results Grid | Upload Documents | Download | Remove | ||||
| Invoices Tab | |||||||
| Results Grid | Edit | ||||||
| Agreements Tab | |||||||
| Results Grid | Edit | ||||||
