Editing SMO Entities

SMO Entities include customers or clients, vendors, partners, and sales leads.

SMO allows you to organize all the business and organization you deal with in one list.
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You are able to filter on customers, vendors, or partners with the filter.
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You can also quickly search for any entity buy just typing in the search box.
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To clear out your search text click the X on to the right of the search box.

==Filtering and Searching==
Filtering and Searching is easy in SMO. Just select the Filter drop down to filter by customers, vendors or partners.

Type in the Search box to instantly filter entities by name, type, or address

==Selecting Entities==
Select any entity in the grid and it instantly shows in the right panel.

==Edit Entities==
You can edit any record and it automatically saves.  This improves your efficiently by eliminating an extra save button click.

==New Entity==
Select the New button above the search grid to create a new entity record.
Be sure to select the entity type of customer, vendor or partner since once this is selected it can not be changed.
Select Save when you are completed.  Note: Save is only required for new records, when editing records no save is required.

==Entity Tabs==
===Details===
This tab has the name, address, and contacts
Select the Billing button to switch between the billing and site address
Select New next to contacts to create new contacts
===Orders===
This contains a list of orders for the entity
Double Click an order to get more details of the order
You can easily change the order status right from the grid or add or change the summary of the order.
@@ Line 2: / Line 2: @@
 SMO allows you to organize all the business and organization you deal with in one list.
-SMO provides quick and efficient filtering, searching and editing.
+<br>
+You are able to filter on customers, vendors, or partners with the filter.
+<br>
+You can also quickly search for any entity buy just typing in the search box.
+<br>
+To clear out your search text click the X on to the right of the search box.
-=Entity Grid=
 ==Filtering and Searching==
 Filtering and Searching is easy in SMO. Just select the Filter drop down to filter by customers, vendors or partners.
@@ Line 13: / Line 17: @@
 Select any entity in the grid and it instantly shows in the right panel.
-=New Entities and Editing Entities=
 ==Edit Entities==
 You can edit any record and it automatically saves.  This improves your efficiently by eliminating an extra save button click.
@@ Line 31: / Line 34: @@
 Double Click an order to get more details of the order
 You can easily change the order status right from the grid or add or change the summary of the order.
-===Messages===
-All messages from any contacts from the entity are listed in this tab.
-Double Click on a message for more information or to reply
-Easily reply to the message by selecting the contact, add a subject, and type your message in the body.
-Change the status or summary of the message directly in the grid
-(note: Currently changing status on summary is not supported and single click goes to the message).
-===Financial===
-Shows all the financial and aging information for the entity
-===Contacts===
-View and add contacts
-===Documents===
-Upload new documents or view existing documents.
-=Links and Breadcrumbs=
-As you drill into orders, you can easily come back to the entity record for viewing or editing by clicking the breadcrumb link.