Difference between revisions of "SME - Customers Module"

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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...")
 
 
(One intermediate revision by one other user not shown)
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* SME - Customers Module
 
* SME - Customers Module
** 1 Creating Customers
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** 1 [[Creating Customers]]
** 2 Overview of Customer Tabs
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** 2 [[Overview of Customer Tabs]]
*** 2.1 Details and Settings - Customer
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*** 2.1 [[Details and Settings - Customer]]
*** 2.2 Account Tab
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*** 2.2 [[Account Tab]]
*** 2.3 Rates Tab
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*** 2.3 [[Rates Tab]]
*** 2.4 Install Info Tab
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*** 2.4 [[Install Info Tab]]
*** 2.5 Customer Lists Tab
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*** 2.5 [[Customer Lists Tab]]
*** 2.6 Customer Activity Tab
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*** 2.6 [[Customer Activity Tab]]
*** 2.7 Associated Companies Tab
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*** 2.7 [[Associated Companies Tab]]
*** 2.8 Notifications Tab
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*** 2.8 [[Notifications Tab]]
*** 2.9 Custom Fields Tab
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*** 2.9 [[Custom Tabs and Fields]]
*** 2.10 Issues Tab
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*** 2.10 [[Issues Tab]]
*** 2.11 Stored Documents tab - customers
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*** 2.11 [[Stored Documents tab - customers]]
*** 2.12 Activities tab - customer
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*** 2.12 [[Activities tab - customer]]
** 3 Find Customer Record
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** 3 [[Find Customer Record]]
** 4 Export Search Data to Excel
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** 4 [[Export Search Data to Excel]]
** 5 Maintenance Contracts
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** 5 [[Maintenance Contracts]]
*** 5.1 Create a Maintenance Contract
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*** 5.1 [[Create a Maintenance Contract]]
*** 5.2 Review Recurring Invoice for Contract
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*** 5.2 [[Review Recurring Invoice for Contract]]
*** 5.3 Processing Recurring Invoice for Contract
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*** 5.3 [[Processing Recurring Invoice for Contract]]
*** 5.4 Customer Equipment on Contract
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*** 5.4 [[Customer Equipment on Contract]]
** 6 Customer Equipment- Customers
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** 6 [[Customer Equipment- Customers]]
*** 6.1 Customer Equipment Details
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*** 6.1 [[Customer Equipment Details]]
*** 6.2 Customer Equipment Actions Menu
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*** 6.2 [[Customer Equipment Actions Menu]]
*** 6.3 Print or Email Customer Equipment List
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*** 6.3 [[Print or Email Customer Equipment List]]

Latest revision as of 19:52, 20 October 2016