SME - Customers Module

• 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
    • 5.1 Create a Maintenance Contract
    • 5.2 Review Recurring Invoice for Contract
    • 5.3 Processing Recurring Invoice for Contract
    • 5.4 Customer Equipment on Contract
  • 6 Customer Equipment- Customers
    • 6.1 Customer Equipment Details
    • 6.2 Customer Equipment Actions Menu
    • 6.3 Print or Email Customer Equipment List