SME - Customers Module: Difference between revisions
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Created page with "* SME - Customers Module ** 1 Creating Customers ** 2 Overview of Customer Tabs *** 2.1 Details and Settings - Customer *** 2.2 Account Tab *** 2.3 Rates Tab *** 2.4 Install Info..." |
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* SME - Customers Module | * SME - Customers Module | ||
** 1 Creating Customers | ** 1 [[Creating Customers]] | ||
** 2 Overview of Customer Tabs | ** 2 [[Overview of Customer Tabs]] | ||
*** 2.1 Details and Settings - Customer | *** 2.1 [[Details and Settings - Customer]] | ||
*** 2.2 Account Tab | *** 2.2 [[Account Tab]] | ||
*** 2.3 Rates Tab | *** 2.3 [[Rates Tab]] | ||
*** 2.4 Install Info Tab | *** 2.4 [[Install Info Tab]] | ||
*** 2.5 Customer Lists Tab | *** 2.5 [[Customer Lists Tab]] | ||
*** 2.6 Customer Activity Tab | *** 2.6 [[Customer Activity Tab]] | ||
*** 2.7 Associated Companies Tab | *** 2.7 [[Associated Companies Tab]] | ||
*** 2.8 Notifications Tab | *** 2.8 [[Notifications Tab]] | ||
*** 2.9 Custom Fields | *** 2.9 [[Custom Tabs and Fields]] | ||
*** 2.10 Issues Tab | *** 2.10 [[Issues Tab]] | ||
*** 2.11 Stored Documents tab - customers | *** 2.11 [[Stored Documents tab - customers]] | ||
*** 2.12 Activities tab - customer | *** 2.12 [[Activities tab - customer]] | ||
** 3 Find Customer Record | ** 3 [[Find Customer Record]] | ||
** 4 Export Search Data to Excel | ** 4 [[Export Search Data to Excel]] | ||
** 5 Maintenance Contracts | ** 5 [[Maintenance Contracts]] | ||
*** 5.1 Create a Maintenance Contract | *** 5.1 [[Create a Maintenance Contract]] | ||
*** 5.2 Review Recurring Invoice for Contract | *** 5.2 [[Review Recurring Invoice for Contract]] | ||
*** 5.3 Processing Recurring Invoice for Contract | *** 5.3 [[Processing Recurring Invoice for Contract]] | ||
*** 5.4 Customer Equipment on Contract | *** 5.4 [[Customer Equipment on Contract]] | ||
** 6 Customer Equipment- Customers | ** 6 [[Customer Equipment- Customers]] | ||
*** 6.1 Customer Equipment Details | *** 6.1 [[Customer Equipment Details]] | ||
*** 6.2 Customer Equipment Actions Menu | *** 6.2 [[Customer Equipment Actions Menu]] | ||
*** 6.3 Print or Email Customer Equipment List | *** 6.3 [[Print or Email Customer Equipment List]] | ||
Latest revision as of 19:52, 20 October 2016
- SME - Customers Module
- 1 Creating Customers
- 2 Overview of Customer Tabs
- 2.1 Details and Settings - Customer
- 2.2 Account Tab
- 2.3 Rates Tab
- 2.4 Install Info Tab
- 2.5 Customer Lists Tab
- 2.6 Customer Activity Tab
- 2.7 Associated Companies Tab
- 2.8 Notifications Tab
- 2.9 Custom Tabs and Fields
- 2.10 Issues Tab
- 2.11 Stored Documents tab - customers
- 2.12 Activities tab - customer
- 3 Find Customer Record
- 4 Export Search Data to Excel
- 5 Maintenance Contracts
- 6 Customer Equipment- Customers