DavidG: Changed 'customer activity' to 'customer history'

2017-07-11T18:17:32Z

Changed 'customer activity' to 'customer history'

Moha: Created page with "This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well. Image:InstallInfoTab.jpg {| class="MsoTableGrid..."

2011-05-27T13:08:14Z

Created page with "This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well. Image:InstallInfoTab.jpg {| class="MsoTableGrid..."

New page

This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well.

[[Image:InstallInfoTab.jpg]]

{| class="MsoTableGrid" style="border-collapse: collapse; border: medium none" border="1"
| style="width: 135.9pt; border-width: 1pt medium; border-style: solid none; border-color: black -moz-use-text-color; padding: 0in 5.4pt" width="181" valign="top" |
'''Install Date'''
| style="width: 558.9pt; border-width: 1pt medium; border-style: solid none; border-color: black -moz-use-text-color; padding: 0in 5.4pt" width="745" valign="top" |
Installation date at customer site
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Installer'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Technician that did the install
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Selling Price'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Type the selling price.
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Warranty Exp.'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the date for warranty expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Warranty expired: x/x/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Maintenance Exp.'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the date for maintenance expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Maintenance expired: x/x/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Minimum Prepaid Services'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the minimum prepaid services required for this customer.<span> </span>SME will compare the amount here to the amount entered on '''Customer Activity''' tab > '''Prepaid Services'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid services reached x/x/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Minimum Prepaid Hours'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the minimum prepaid hours required for this customer.<span> </span>SME will compare the amount here to the amount entered on '''Customer Activity''' tab > '''Prepaid Hours'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid hours reached x/xx/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''System'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Your SME Administrator may have customized this field. Choose the system associated with this customer.
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Software'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Type your customer’s software installed
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''LD Carrier'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Long Distance Carrier
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Maintenance Costs'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Type the maintenance cost for the customer. This is not linked to a maintenance contract.
|}

<div class="clear"></div>

@@ Line 32: / Line 32: @@
 '''Minimum Prepaid Services'''
 | style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
-Set the minimum prepaid services required for this customer.<span>  </span>SME will compare the amount here to the amount entered on '''Customer Activity''' tab > '''Prepaid Services'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid services reached x/x/20xx”
+Set the minimum prepaid services required for this customer.<span>  </span>SME will compare the amount here to the amount entered on '''Customer History''' tab > '''Prepaid Services'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid services reached x/x/20xx”
 |-
 | style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
 '''Minimum Prepaid Hours'''
 | style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
-Set the minimum prepaid hours required for this customer.<span>  </span>SME will compare the amount here to the amount entered on '''Customer Activity''' tab > '''Prepaid Hours'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid hours reached x/xx/20xx”
+Set the minimum prepaid hours required for this customer.<span>  </span>SME will compare the amount here to the amount entered on '''Customer History''' tab > '''Prepaid Hours'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid hours reached x/xx/20xx”
 |-
 | style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |

Install Info Tab - Revision history

DavidG: Changed 'customer activity' to 'customer history'

Moha: Created page with "This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well. Image:InstallInfoTab.jpg {| class="MsoTableGrid..."