Customer Management

Fields
Name	City	Active	Customer No
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
Customer Form Options
Search
Use the More drop-list to toggle the tab to the search form.
Results Grid
List of the customer's sites.
Add
Use the More drop-list to open the Site Add form.
Edit
Select a row in the grid to open the Edit form.
Tabs Sites
Search
Use the More drop-list to toggle the tab to the search form.
Results Grid
List of the customer's sites.
Add
Use the More drop-list to open the Site Add form.
Edit
Select a row in the grid to open the Edit form.
Tasks
Fields
Task Type	Task Desc
Search
Use the More drop-list to toggle the tab to the search form.
Results Grid
List of the customer's sites.
Add
Use the More drop-list to open the Site Add form.
Edit
Select a row in the grid to open the Edit form.
Contacts
Results Grid
List of the customer's contacts
Add
Select Add from the More Option List
Edit
Select a contact from the list
Notes
Fields
Category	Note
Results Grid
List of customer notes.
Documents
Results Grid
List of the customer's documents
Upload a document
Select Doc: Mgnt from the More Option List
Invoices
Results Grid
List of the customer's invoices.
Agreements
Results Grid
List of the customer's tasks.