Customers - Revision history

DavidH at 20:41, 17 May 2023

2023-05-17T20:41:10Z

2022-07-13T15:55:12Z

Fixed flash video player

2020-02-28T17:58:21Z

covert videoflash to embedvideo

2016-04-08T18:48:56Z

Merge Customers

2016-04-08T18:48:18Z

Merge Customers

2014-07-24T23:36:01Z

Details and Settings Tab

2014-07-24T23:35:21Z

Details and Settings Tab

2014-07-24T22:16:50Z

Details and Settings Tab

2014-06-24T22:12:00Z

Account Tab

2014-06-24T21:55:40Z

Account Tab

@@ Line 55: / Line 55: @@
 # Fill out the contact information.
 # Click '''OK'''.
-<br>[[File:ContactEditor.png]]
+<br>[[File:ContactEditor23.png]]

@@ Line 466: / Line 466: @@
 <br>
-<videoflash>ah7Nn6jUFlw</videoflash>
+{{#ev:youtube| ah7Nn6jUFlw }}
 <br>
 <br>If you cannot move the site to a new billing customer in QuickBooks because of invoice and payment history, then you will need to create a new customer site and link it to the new billing/parent customer.

← Older revision		Revision as of 17:58, 28 February 2020
Line 1:		Line 1:
−	~~<videoflash>~~Ybxk061nD60~~</videoflash>~~	+	{{#ev:youtube\|Ybxk061nD60}}

	<br>There are a couple ways to create a new customer.		<br>There are a couple ways to create a new customer.

@@ Line 512: / Line 512: @@
 <br>- If you want to update the name and address on the moved service orders that are still '''open''', you can click''' propagate to orders''' from the site and billing tab on the customer you moved history to.
 <br>[[File:PropagateAddressToMergedHistory.png]]
 === If Merging Quickbooks Customer ===

← Older revision		Revision as of 18:48, 8 April 2016
Line 512:		Line 512:
	<br>- If you want to update the name and address on the moved service orders that are still '''open''', you can click''' propagate to orders''' from the site and billing tab on the customer you moved history to.		<br>- If you want to update the name and address on the moved service orders that are still '''open''', you can click''' propagate to orders''' from the site and billing tab on the customer you moved history to.
	<br>[[File:PropagateAddressToMergedHistory.png]]		<br>[[File:PropagateAddressToMergedHistory.png]]
		+
		+	=== If Merging Quickbooks Customer ===
		+
		+	''' When merging customers we recommend you do as follows: '''
		+	*Merge the customer in QB – This will move all of the info to the merge customer and will set the merged customer in SME to Inactive. All historical records will remain tied to the inactive customer.
		+	*Sync – this will record the QB action and will set the merged customer in SME to Inactive.
		+	*Merge the customer in SME – This will move all of the historical info to the merge customer and will leave the merged customer as inactive. (You can delete the customer once it has been merged). Note: The only change to historical data in SME is the Billing/Parent UID is replaced on the merged records. All address info, etc. remains as originally entered.

@@ Line 80: / Line 80: @@
 <h3>Mailing Tab</h3>
-If you fill out an address on the Mailing tab and check Use on Invoices, then on any invoice created for that customer, the mailing address will populate the Site tab.
+If you fill out an address on the '''Mailing''' tab and check '''Use on Invoices''', then on any invoice created for that customer, the mailing address will populate the Site tab.
 <br>[[File:MailingTab_UseOnInvoices.png]]

← Older revision		Revision as of 23:35, 24 July 2014
Line 79:		Line 79:
	<br>[[File:Propagate_SingleUserMode.png]]		<br>[[File:Propagate_SingleUserMode.png]]

		+	<h3>Mailing Tab</h3>
		+	If you fill out an address on the Mailing tab and check Use on Invoices, then on any invoice created for that customer, the mailing address will populate the Site tab.
		+	<br>[[File:MailingTab_UseOnInvoices.png]]
		+
		+	<br>When a work order is invoiced, the Site tab shows the info from the Mailing tab because '''use on invoice''' is checked.
		+	<br>[[File:MailingTab_showOnInvoiceSiteTab.png]]

	<h3>Fields in the Customer Record - Details and Settings tab</h3>		<h3>Fields in the Customer Record - Details and Settings tab</h3>

@@ Line 65: / Line 65: @@
 When entering a new customer in SME, the first and third phone number fields sync to QuickBooks Phone and FAX phone numbers as shown in the image below. Even if you change the phone label in SME, it still will sync the first and third phone number fields.
 <br>[[File:CustomerPhoneNumberSync.png]]
 <h4>Edits to SME Customers syncing to QB</h4>

@@ Line 181: / Line 181: @@
 <br>[[File:AccountCurrent.png]]
-<br>Net 30, Net 60, Net 90 - These field shows balances that are 30, 60 or 90 days past the due date
+<br>'''Net 30''', '''Net 60''', '''Net 90''' - These field shows balances that are 30, 60 or 90 days past the due date
-<br>The due date can be calculated based on the Invoice Due Date or on the Invoice Date. This is determined by your setting in Setup > Company > system. The setting is '''Base Past Due on Invoice Date, not Due Date'''.
+<br>The due date for account calculations can be based on the Invoice Due Date or on the Invoice Date. This is determined by your setting in '''Setup''' > '''Company''' > '''System'''. The setting is '''Base Past Due on Invoice Date, not Due Date'''.
 == Rates Tab ==

@@ Line 177: / Line 177: @@
 Auto-populated date showing when you converted the company from a Lead to a Customer. No date will display if the company was created directly in the customer module. This date cannot be edited.
 |}
 == Rates Tab ==