Customer Management
Revision as of 07:56, 14 March 2022 by Ascentadmin (talk | contribs)
| Fields | |||
| Name | City | Active | Customer No |
| Address | Ext | State | Billing Contact |
| Address | Country | Terms | |
| Address | Tax Schedule | ||
| Zip | Tax Exempt No | ||
| Phone | Price Level | ||
| Fax | Salesperson | ||
| Account Manager | |||
|
| |||
| Search | Results Grid | Add | Edit |
| Tabs
Sites Tab | |||
| Search | Results Grid | Add | Edit |
| Tasks Tab | |||
| Task Type | Task Desc | ||
|
| |||
| Search | Results Grid | Add | Edit |
| Contacts | |||
| Results Grid | Add | Edit | |
| Notes | |||
| Fields | |||
| Category | Note | ||
| Search | Results Grid | Add | Edit |
| Documents | |||
| Documents can be uploaded to, downloaded from and removed from FTP sites. | |||
| Results Grid | Upload Documents | Download | Remove |
| Invoices | |||
| Results Grid | Edit | ||
| Agreements | |||
| Results Grid | Edit | ||
