Site Management
Revision as of 08:44, 23 March 2022 by Ascentadmin (talk | contribs)
| SiteMgnt.PNG | |||
| Navigation | |||
| To access Site Maintenance, select Search > Sites > Use the search to find the site to access > Select the row for the site to access >Click Edit | |||
| Overview | |||
| Fields | Customer Name | ||
| Customer Code | |||
| Clone From: Customer Address | Clone From: Ship To | ||
| Site Name[[Site_Details#site_|]] | Site Type[[Site_Details#site_|]] | Est Date[[Site_Details#site_|]] | Site Code[[Site_Details#site_|]] |
| Address[[Site_Details#site_|]] | Chain[[Site_Details#site_|]] | Referral Code[[Site_Details#site_|]] | |
| Address[[Site_Details#site_|]] | Store No[[Site_Details#site_|]] | SLA[[Site_Details#site_|]] | |
| Address[[Site_Details#site_|]] | Store Type[[Site_Details#site_|]] | Priority[[Site_Details#site_|]] | |
| Zip[[Site_Details#site_|]] | Map Code[[Site_Details#site_|]] | Branch[[Site_Details#site_|]] | |
| City[[Site_Details#site_|]] | State[[Site_Details#site_|]] | Price Levels[[Site_Details#site_|]] | |
| Latitude[[Site_Details#site_|]] | Longitude[[Site_Details#site_|]] | Tax Schedule[[Site_Details#site_|]] | |
| Main No[[Site_Details#site_|]] | Fax No[[Site_Details#site_|]] | Active[[Site_Details#site_|]] | |
| Labor #1[[Site_Details#site_|]] | Servicer #1[[Site_Details#site_|]] | Primary Contact[[Site_Details#site_|]] | |
| Labor #2[[Site_Details#site_|]] | Servicer #2[[Site_Details#site_|]] | ||
| Jobs Tab | |||
| Customer Tab | |||
| Site Memo Tab | |||
| Tasks Tab | |||
| Contacts Tab | |||
| Notes Tab | |||
| Documents Tab | |||
| Equipment Tab | |||
| Agreements Tab | |||
| PM Schedules Tab | |||
| Invoices Tab | |||