Moha: Created page with "The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment. File:CustomerListsTAb.jpg..."

2011-05-27T17:04:43Z

Created page with "The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment. File:CustomerListsTAb.jpg..."

New page

The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment.

[[File:CustomerListsTAb.jpg]]

§ '''Contacts''' – Add and edit company contacts

§ '''Equipment''' – Access equipment at the customer site (also use the Customer Equipment module for more functionality)

§ '''IP Addresses''' – Hide this tab if it isn’t relevant

§ '''Phone Lines''' – Hide this tab if it isn’t relevant

§ '''Systems''' – Add your customer’s systems. Hide this tab if it isn’t relevant.

§ '''Subcontractors''' – Associate a subcontractor using this tab. It is used as reference.

'''Contacts – Add new contacts'''

# Select the '''Customer''' Lists tab.
# On the '''Contacts''' tab, click '''New'''.
# In the Contact Editor that opens, fill out the contact information.
# Click '''OK'''.

'''Contact Pref''' – select their preferred contact method (list to be customized by your SME Administrator

'''Contact role''' – select the contacts role within their organization (list to be customized by your SME Administrator)

'''Web Access Password''' - If you are using WebConnect with SME, this is where you would assign the contact a login to WebConnect.

Customer Lists Tab - Revision history

Moha: Created page with "The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment. File:CustomerListsTAb.jpg..."