SMO Customer - Revision history

Coryc at 22:12, 26 November 2013

2013-11-26T22:12:17Z

Coryc at 22:08, 26 November 2013

2013-11-26T22:08:02Z

Marks at 20:31, 1 October 2013

2013-10-01T20:31:49Z

Marks: /* SMO Notes */

2013-09-24T22:15:30Z

SMO Notes

Marks: /* SMO Notes */

2013-09-24T22:14:51Z

SMO Notes

Marks: /* SMO Notes */

2013-09-24T22:14:32Z

SMO Notes

Marks at 20:51, 24 September 2013

2013-09-24T20:51:59Z

Marks at 20:51, 24 September 2013

2013-09-24T20:51:08Z

Marks: /* SMO Job Site */

2013-09-24T18:18:20Z

SMO Job Site

Marks: /* SMO Custom Fields */

2013-09-24T18:18:07Z

SMO Custom Fields

@@ Line 1: / Line 1: @@
 Back to [[SMO]] main page
-[[File:SMOCustomersPrintscreen.jpg|frame|none|Customers List]]
+[[File:SMOCustomersPrintscreen.jpg|frame|right|Customers List]]
 =Customers and Job Sites=

← Older revision		Revision as of 22:08, 26 November 2013
Line 1:		Line 1:
	Back to [[SMO]] main page		Back to [[SMO]] main page
		+
		+	[[File:SMOCustomersPrintscreen.jpg\|frame\|none\|Customers List]]

	=Customers and Job Sites=		=Customers and Job Sites=

← Older revision		Revision as of 20:31, 1 October 2013
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−	Back to [[SMO]] ~~Home~~	+	Back to [[SMO]] main page

	=Customers and Job Sites=		=Customers and Job Sites=

@@ Line 59: / Line 59: @@
 Steps:
 # Select the Note Type:
-#Site Notes are to track specific information about the site such as how the techs access.
+##Site Notes are to track specific information about the site such as how the techs access.
-**Service Request: For recording service request notes, usually for jobs.
+##Service Request: For recording service request notes, usually for jobs.
-**Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes.
+##Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes.
-**Private: These notes are only for members of your company and not for customers.
+##Private: These notes are only for members of your company and not for customers.
-**System Notes: System generated notes.
+##System Notes: System generated notes.
 # Enter the Note text
 # Select Add Note

@@ Line 59: / Line 59: @@
 Steps:
 # Select the Note Type:
-** Site Notes are to track specific information about the site such as how the techs access.
+#Site Notes are to track specific information about the site such as how the techs access.
 **Service Request: For recording service request notes, usually for jobs.
 **Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes.

← Older revision		Revision as of 20:51, 24 September 2013
Line 1:		Line 1:
		+	Back to [[SMO]] Home
		+
	=Customers and Job Sites=		=Customers and Job Sites=
	SME handles both customers and job site or sub customers. A customer may have unlimited Job Site locations.		SME handles both customers and job site or sub customers. A customer may have unlimited Job Site locations.

@@ Line 15: / Line 15: @@
 =Actions=
-==Add Customer==
+===Add Customer===
 Adds a customer to the customer list, with the options to supply the following information:
 *Type of customer
@@ Line 35: / Line 35: @@
 *Status
-==Add Job Site==
+===Add Job Site===
 Enables the user to add multiple job sites listed under a single parent company. For example, a fire safety inspection company that inspects several different buildings can create a job site for each building they maintain.
-==Add Job==
+===Add Job===
 To add a work order or job for a customer or job site.
-==Add Note==
+===Add Note===
 To add a note for a customer.
-==Add Contact==
+===Add Contact===
 To add a contact for the customer or job site
-==Add Document==
+===Add Document===
 To upload a document for the customer.
 =Customer Information=
 The following details can be viewed for the customer:
-==Jobs==
+===Jobs===
 Shows a history of all jobs for that customer
-==SMO Notes==
+===SMO Notes===
 Unlimited notes can be recorded for the customer.
@@ Line 65: / Line 65: @@
 # Select Add Note
-==SMO Contacts==
+===SMO Contacts===
 Each customer can have unlimited contact records that can each be linked to specific job sites. Contact info data fields are:
 *Name
@@ Line 73: / Line 73: @@
 *Twitter
-==SMO Documents==
+===SMO Documents===
 Documents can be uploaded for the customer record such as pictures, site plans, pdf files, word documents, and excel files.
-==SMO Custom Fields==
+===SMO Custom Fields===
 Custom fields can be created to track unique information for your business.
-==SMO Job Site==
+===SMO Job Site===
 Each customer may have unlimited Job Site locations.