Site Management
Revision as of 08:28, 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 Type | Est Date | Site Code |
| Address | Chain | Referral Code | |
| Address | Store No | SLA | |
| Address | Store Type | Priority | |
| Zip | Map Code | Branch | |
| City | State | Price Levels | |
| Latitude | Longitude | Tax Schedule | |
| Main No | Fax No | Active | |
| Labor #1 | Servicer #1 | Primary Contact | |
| Labor #2 | Servicer #2 | ||
| Jobs Tab | |||
| Customer Tab | |||
| Site Memo Tab | |||
| Tasks Tab | |||
| Contacts Tab | |||
| Notes Tab | |||
| Documents Tab | |||
| Equipment Tab | |||
| Agreements Tab | |||
| PM Schedules Tab | |||
| Invoices Tab | |||
