Mobile Custom Forms

Navigation
Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
Overview
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
• Tasks Tab
• Contacts Tab
• Notes Tab
• Documents Tab
• Invoices Tab
• Agreements Tab
Fields
Customer No	City	Active	Customer Name
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
Sample Form
Top