Difference between revisions of "SMO Entities"
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SMO allows you to organize all the business and organization you deal with in one list. | 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. | |
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| + | =Entity Grid= | ||
==Filtering and Searching== | ==Filtering and Searching== | ||
Filtering and Searching is easy in SMO. Just select the Filter drop down to filter by customers, vendors or partners. | Filtering and Searching is easy in SMO. Just select the Filter drop down to filter by customers, vendors or partners. | ||
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Select any entity in the grid and it instantly shows in the right panel. | Select any entity in the grid and it instantly shows in the right panel. | ||
| + | =New Entities and Editing Entities= | ||
==Edit Entities== | ==Edit Entities== | ||
You can edit any record and it automatically saves. This improves your efficiently by eliminating an extra save button click. | You can edit any record and it automatically saves. This improves your efficiently by eliminating an extra save button click. | ||
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Be sure to select the entity type of customer, vendor or partner since once this is selected it can not be changed. | 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. | Select Save when you are completed. Note: Save is only required for new records, when editing records no save is required. | ||
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| + | ==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. | ||
| + | ===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. | ||
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| + | =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. | ||
Latest revision as of 20:36, 10 June 2012
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. SMO provides quick and efficient filtering, searching and editing.
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.
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.
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.
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.
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.