Editing Customers
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<br>There are a couple ways to create a new customer. | <br>There are a couple ways to create a new customer. | ||
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# Fill out the contact information. | # Fill out the contact information. | ||
# Click '''OK'''. | # Click '''OK'''. | ||
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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. | 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]] | <br>[[File:CustomerPhoneNumberSync.png]] | ||
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<h4>Edits to SME Customers syncing to QB</h4> | <h4>Edits to SME Customers syncing to QB</h4> | ||
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<br>If other users aren't logged out of SME, the you will get this message: | <br>If other users aren't logged out of SME, the you will get this message: | ||
<br>[[File:Propagate_SingleUserMode.png]] | <br>[[File:Propagate_SingleUserMode.png]] | ||
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'''Account #''' - Based on the settings your SME Administrator setup, this field is auto populated when you save the company record. | '''Account #''' - Based on the settings your SME Administrator setup, this field is auto populated when you save the company record. | ||
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'''URL''' - Type the customers website address | '''URL''' - Type the customers website address | ||
| − | '''Location''' - Warehouse location for customer equipment in your warehouse | + | '''Location''' - Warehouse location for customer equipment in your warehouse |
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'''Messages''' - The messages box contains a list of emailed notifications, as well as calculated data based on current information. For example if account is past due, if maintenance/warranty has expired, when the next activity is scheduled for the customer, etc. Clearing the message clears the notification messages, but the calculated messages are always there. | '''Messages''' - The messages box contains a list of emailed notifications, as well as calculated data based on current information. For example if account is past due, if maintenance/warranty has expired, when the next activity is scheduled for the customer, etc. Clearing the message clears the notification messages, but the calculated messages are always there. | ||
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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. | 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. | ||
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== Rates Tab == | == Rates Tab == | ||
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The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment. | The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment. | ||
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[[File:CustomerListsTAb.jpg]] | [[File:CustomerListsTAb.jpg]] | ||
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'''Web Access Password''' - If you are using WebConnect with SME, this is where you would assign the contact a login to WebConnect. | '''Web Access Password''' - If you are using WebConnect with SME, this is where you would assign the contact a login to WebConnect. | ||
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== Customer History Tab == | == Customer History Tab == | ||
| − | In the Customer Activity tab, you can access all order history, invoice history, payment history and more. Depending on the permissions set by your SME Administrator, you may not see all the tabs shown in the screenshot below. | + | In the Customer Activity tab, you can access all order history, invoice history, payment history and more. Depending on the permissions set by your SME Administrator, you may not see all the tabs shown in the screenshot below. |
[[File:CustomerHIstoryTab.png]]<br> | [[File:CustomerHIstoryTab.png]]<br> | ||
<span style="color: rgb(227, 108, 10);">'''Service'''</span> | <span style="color: rgb(227, 108, 10);">'''Service'''</span> | ||
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<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. | <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. | ||
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<br>o You can also move the customer equipment from ABC – D to ABC – E from the Customer Equipment module. (right click on the equipment and select "Move to another site) | <br>o You can also move the customer equipment from ABC – D to ABC – E from the Customer Equipment module. (right click on the equipment and select "Move to another site) | ||
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