Difference between revisions of "SME - Customers Module"
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*** 2.7 [[Associated Companies Tab]] | *** 2.7 [[Associated Companies Tab]] | ||
*** 2.8 [[Notifications Tab]] | *** 2.8 [[Notifications Tab]] | ||
− | *** 2.9 [[Custom Fields | + | *** 2.9 [[Custom Tabs and Fields]] |
*** 2.10 [[Issues Tab]] | *** 2.10 [[Issues Tab]] | ||
*** 2.11 [[Stored Documents tab - customers]] | *** 2.11 [[Stored Documents tab - customers]] |
Latest revision as of 19:52, 20 October 2016
- 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
- 6 Customer Equipment- Customers