Dispatch Route Board

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Revision as of 10:58, 19 February 2025 by Ascentadmin (talk | contribs)
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Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
Use 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 altered 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
 Site Tab
Use 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 altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 Tasks Tab
Use 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 altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 Contacts Tab
Use 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 altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 Notes Tab
Use 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 altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 Documents Tab
Use 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 altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 Invoices Tab
Use 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 altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 Agreements Tab
Use 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 altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
       
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