Moha at 19:29, 11 June 2011

2011-06-11T19:29:17Z

Moha: Created page with "On the Customer Information tab you can access contact information for the company, view customer equipment, view service and install order history for the customer, and view inv..."

2011-06-11T19:28:26Z

Created page with "On the Customer Information tab you can access contact information for the company, view customer equipment, view service and install order history for the customer, and view inv..."

New page

On the Customer Information tab you can access contact information for the company, view customer equipment, view service and install order history for the customer, and view invoices and payments.

[[File:CustomerInformation.jpg]]

<h3>Customer Information, Account and Installation tab</h3>

This tab shows you account information for the customer on the order.

'''Section 1'''

{| class="MsoTableGrid" style="border-collapse: collapse; border: medium none"
|- style="height: 13pt"
| style="width: 81.9pt; padding: 0in 5.4pt; height: 13pt" width="109" valign="top" |
'''Account #'''
| style="width: 612.9pt; padding: 0in 5.4pt; height: 13pt" colspan="2" width="817" valign="top" |
Pulled from Customer > Details and Settings tab.
|-
| style="width: 81.9pt; padding: 0in 5.4pt" width="109" valign="top" |
'''Current Status'''
| style="width: 612.9pt; padding: 0in 5.4pt" colspan="2" width="817" valign="top" |
Pulled from<span> </span>Status field on the Customer > Details and Settings tab.
|-
| style="width: 81.9pt; padding: 0in 5.4pt" width="109" valign="top" |
'''Last Service'''
| style="width: 612.9pt; padding: 0in 5.4pt" colspan="2" width="817" valign="top" |
Pulled from<span> </span>Customer > Accounts tab
|-
| style="width: 81.9pt; padding: 0in 5.4pt" width="109" valign="top" |
'''Sales Person'''
| style="width: 612.9pt; padding: 0in 5.4pt" colspan="2" width="817" valign="top" |
Pulled from Customer > Details and Settings tab.
|-
| style="width: 81.9pt; padding: 0in 5.4pt" width="109" valign="top" |
'''Contact Email'''
| style="width: 612.9pt; padding: 0in 5.4pt" colspan="2" width="817" valign="top" |
Pulled from Customer > Details and Settings > Site tab
|-
| style="width: 81.9pt; padding: 0in 5.4pt" width="109" valign="top" |
'''Business Type'''
| style="width: 612.9pt; padding: 0in 5.4pt" colspan="2" width="817" valign="top" |
Pulled from Customer > Accounts tab
|-
| style="width: 81.9pt; padding: 0in 5.4pt" width="109" valign="top" |
'''Comments'''
| style="width: 612.9pt; padding: 0in 5.4pt" colspan="2" width="817" valign="top" |
Pulled from Printed Comments field on Customer > Accounts tab
|-
| style="width: 95.4pt; padding: 0in 5.4pt" colspan="2" width="127" valign="top" |

| style="width: 599.4pt; padding: 0in 5.4pt" width="799" valign="top" |

|-
| style="width: 9.65in; padding: 0in 5.4pt" colspan="3" width="926" valign="top" |
'''Section 2 – '''Pulled from the Customer > Install Info tab

'''Section3 '''– Pulled from the Customer > Account tab
|}

'''Section 2''' – Pulled from the Customer > Install Info tab

'''Section3''' – Pulled from the Customer > Account tab

<h3>Customer Information, Lists tab</h3>

Here you can view all contacts for the customer and view customer equipment, IP addresses, phone lines, and systems. Your SME Administrator may have hidden some of the tabs shown in the screenshot to simply the interface for your needs.

<h3>Customer Information, Activities tab</h3>

Here you can view your customers order history, invoice and payment history, and view your customers deposits and prepaid hours.

← Older revision		Revision as of 19:29, 11 June 2011
Line 63:		Line 63:
	\|}		\|}

−
−	~~'''Section 2''' – Pulled from the Customer > Install Info tab~~
−
−	~~'''Section3''' – Pulled from the Customer > Account tab~~

Customer Information Tab - orders - Revision history

Moha at 19:29, 11 June 2011

Moha: Created page with "On the Customer Information tab you can access contact information for the company, view customer equipment, view service and install order history for the customer, and view inv..."