Customer Activity Tab - Revision history

Moha at 18:03, 27 May 2011

2011-05-27T18:03:27Z

Moha at 18:00, 27 May 2011

2011-05-27T18:00:48Z

Moha: Created page with "In the Customer Activity tab, you can access all order history, invoice history, payment history and more. Depending on the permissions set by your SME Administrator, you may not..."

2011-05-27T17:49:22Z

Created page with "In the Customer Activity tab, you can access all order history, invoice history, payment history and more. Depending on the permissions set by your SME Administrator, you may not..."

New page

In the Customer Activity tab, you can access all order history, invoice history, payment history and more. Depending on the permissions set by your SME Administrator, you may not see all the tabs shown in the screenshot below.
[[File:CustomerActivitiesTab.jpg]] 
'''Service'''

On the Service tab you can access all service order history for the selected customer.
[[File:ActivityService.jpg]]
* Select an order and click '''Quick View''' to open the order in another window.
* Double click on the order to jump to the order in the Service Order module.
* Click on the column headers to sort orders.
* Drag and drop the column headers to change the column order.
* Right click on any order and select '''Export to Excel''' to open the data in Excel.
* Select '''Open''', '''Closed''', '''Invoiced''' or '''All''' to change the orders displayed based on the status selected.

[[File:byStatus.jpg]]

'''Install'''

The Install tab is similar to the Service tab. The only difference is it lists Install Orders for the company selected. See instructions for Service above.

'''Recurring Orders'''

View all recurring orders for the customer. Set up new recurring orders in the Recurring Orders module, or by clicking '''New''' on this tab.
[[File:REcurringOrderTab.jpg]]

'''Invoices'''

# Access all invoices for the customer.
# Click on the column headers to sort by column.
# Select '''Open''', '''Closed''' or '''All''' to change the invoices displayed based on the status selected.
# Select an invoice and click '''Quick View''' to open the invoice in a new window. This allows you to stay in the Customer module.
# Select an invoice and click '''Edit''' to jump to the invoice in the Invoicing module.
# Right click on any invoice and select '''Export to Excel''' to open data in Excel.

*NOTE* This tab may be hidden from your view based on permissions. This tab may be hidden from your view based on permissions.

Click New Itemized Invoice – brings you to the Invoicing module with a new itemized invoice open for the customer. An itemized invoice isn’t linked to an order.

Click New Combined Invoice – brings you to the Invoicing module with a new combined invoice open for the customer.
Payments

On the Payments tab you can access all customer payment history. This tab may be hidden from your view based on permissions set by your SME Administrator.

# Select a payment and click Quick View to open the payment in another window. This keeps you in the Customer module.
# Click on the column headers to sort orders.
# Double click on the payment to jump to the payment in the Payment module.
# Drag and drop the column headers to change the column order.
# Select Payment, Credit or All to change the payments displayed based on the status selected.
# Right click on any payment, select Export to Excel to open the data in Excel.

'''Proposals '''

In the Proposals tab, you can access proposal history for your customer.

* Double click on the proposal to jump to the Proposal module.
* Select the proposal and click Quick View to open the proposal in a new window. This keeps you in the Customer module.

'''contacts '''

Access all maintenance contacts for your customer here. Click New to create a new Maintenance Contract for the customer or select a contract on the tab and click Edit to edit an existing contract.

'''Recurring'''

Access all recurring invoices for your customer in this tab. Click New to create a new recurring invoice or click Edit to edit an existing contract.

'''Deposits '''

To record deposits customers made

# Click '''New'''.
# Select how they paid in the '''Pay Type''' section.
# Fill out the '''Payment Amount''' and remaining fields.
# Click '''OK'''.

The deposit is recorded for the customer. You can see the '''Deposit on Account''' on the Account tab.
[[File:DepositOnAccount.jpg]]
The deposit can be applied to invoices created for the customer. When creating an invoice for the customer, you will be prompted to type the amount of deposit you want to apply to an invoice (circled in image below)
[[File:DepositApply.jpg]]

'''Prepaid Hours'''

Enter any hours here pre-paid by your customer

# '''Date''' and '''Taken By''' will be auto-populated. Change as necessary.
# '''Quantity''' – hours of labor pre-paid for
# '''Rate'''- hourly rate
# '''Total''' – this field calculates the total amount paid.

If a customer has prepaid hours available, when adding labor to a work order, the prepaid balance will display (circled in the image below). Fill out the Labor Editor as you normally would, but make sure you update the hours used in the circled field. This will reduce the prepaid hours balance.
[[File:PrepaidHours.jpg]]

'''Prepaid Services'''

You can add Prepaid Services and view all purchased or used prepaid services in this tab.

# '''Date''' and '''Taken By''' will be auto-populated. Change as necessary.
# '''Quantity''' – hours of service
# '''Rate'''- hourly rate
# '''Total''' – this field calculates the total amount paid.

Next time you add a service to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the '''Service Item Editor'''.
[[File:PrepaidItems.jpg]]

'''Item Repair'''

If a work order was created for the customer to repair some of their equipment, this tab will list the equipment to repair. Double click on the item and you can see what which equipment, the repair requested and repair performed.

@@ Line 101: / Line 101: @@
 Next time you add a service to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the '''Service Item Editor'''.
-[[File:PrepaidItems.jpg]]
+<br>[[File:PrepaidItems.jpg]]
 <span style="color: rgb(227, 108, 10);">'''Item Repair'''
 If a work order was created for the customer to repair some of their equipment, this tab will list the equipment to repair. Double click on the item and you can see what which equipment, the repair requested and repair performed.

@@ Line 33: / Line 33: @@
 # Right click on any invoice and select '''Export to Excel''' to open data in Excel.
-<p class="MsoNormal"><b style=""><span style="color: rgb(227, 108, 10);">*NOTE*</span></b> This tab may be hidden from your view based on permissions.</p> This tab may be hidden from your view based on permissions.
+<p class="MsoNormal"><b style=""><span style="color: rgb(227, 108, 10);"><br>*NOTE*</span></b> This tab may be hidden from your view based on permissions.</p> This tab may be hidden from your view based on permissions.
-Click New Itemized Invoice – brings you to the Invoicing module with a new itemized invoice open for the customer. An itemized invoice isn’t linked to an order.
+<br>Click '''New Itemized Invoice''' – brings you to the Invoicing module with a new itemized invoice open for the customer. An itemized invoice isn’t linked to an order.
-Click New Combined Invoice – brings you to the Invoicing module with a new combined invoice open for the customer.
+<br>Click '''New Combined Invoice''' – brings you to the Invoicing module with a new combined invoice open for the customer.
 Payments
-On the Payments tab you can access all customer payment history. This tab may be hidden from your view based on permissions set by your SME Administrator.
+<br>On the Payments tab you can access all customer payment history. This tab may be hidden from your view based on permissions set by your SME Administrator.
 # Select a payment and click Quick View to open the payment in another window. This keeps you in the Customer module.
@@ Line 76: / Line 76: @@
 The deposit is recorded for the customer. You can see the '''Deposit on Account''' on the Account tab.
 [[File:DepositOnAccount.jpg]]
-The deposit can be applied to invoices created for the customer. When creating an invoice for the customer, you will be prompted to type the amount of deposit you want to apply to an invoice (circled in image below)
+<br><br>The deposit can be applied to invoices created for the customer. When creating an invoice for the customer, you will be prompted to type the amount of deposit you want to apply to an invoice (circled in image below)
 [[File:DepositApply.jpg]]