Customer Management
[edit][edit]
Name: The customer's name.
Address, City, State, Zip and Country: The customer's address information.
Phone, Ext, Fax: The customer's phone and fax information.
Email: The default email address that will be used when emailing the customer documents.
Active: Indicates the active status of the customer 's account.
LinkedIn: The identity of the customer's LinkedIn account.
Facebook: The identity of the customer's Facebook account.
Twitter: The identity of the customer's Twitter account.
Customer No: The number that can be used in the software to search for the customer.
Billing Contact: The names of the billing contact. Contacts are selected from the contact list.
Terms: The terms that are used when billing the customer.
Tax Schedule: The tax schedule that will be used when creating new Sites and billing jobs when using the customer's tax schedule.
Tax Exempt No: The customer's tax-exempt number, if the customer is tax exempt.
Price Level: The customer's price level.
Salesperson: The customer's default salesperson. Salespersons are stored in the Company Representatives list.
Account Manager: The customer's account manager. Account managers are stored in the Company Representatives list.
Tabs
Sites
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.
Search: Use the More drop-list to toggle the tab to the search form.
Tasks: Tasks provide a method for managing tasks involving the Customer.
Form Fields
Task Type: Select from the drop-list the type of task. Task types are customizable.
Task Desc: Add a description for the task.
Grid: List of the customer's tasks.
Add: Use the More drop-list to open the Task Add form.
Edit: Select the Edit link in the grid to open the Task Edit form.
Search: Use the More drop-list to toggle the tab to the search form.
Replicate: The Replicate link provides a method for replicating an existing task.
Remove: The Remove link provides a method for removing the task.
Contacts:
Grid - List of the customer's contacts.
Add: Use the More drop-list to open the Contact Add form.
Edit: Select a row in the grid to open the Contact Edit form.
Notes:
Grid - List of the customer's notes.
- Use the More drop-list to toggle the tab to the add form.
Edit: Select the Edit link to open the row for editing. Click the Update button to save the changes, or the Cancel button to cancel the edit.
Search: Use the More drop-list to toggle the tab to the search form.
Remove: The Remove link provides a method for removing the note.
Documents: Customer documents can be uploaded to an FTP site.
Upload: Use the More drop-list to open the Document Management form.
Download: Select the View link to download the document.
Remove: The Remove link provides a method for removing the document from the database and the FTP site. WARNING - This can't be undone.
Invoices:
Grid - List of the customer's posted invoices.
View: Select a row to view the posted invoice.
Agreements:
Grid - List of the customer's agreements.
View: Select a row to open the Agreement Edit form.
