Difference between revisions of "Install Info Tab"
m (Created page with "This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well. Image:InstallInfoTab.jpg {| class="MsoTableGrid...") |
m (Changed 'customer activity' to 'customer history') |
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'''Minimum Prepaid Services''' | '''Minimum Prepaid Services''' | ||
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" | | | style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" | | ||
| − | Set the minimum prepaid services required for this customer.<span> </span>SME will compare the amount here to the amount entered on '''Customer | + | Set the minimum prepaid services required for this customer.<span> </span>SME will compare the amount here to the amount entered on '''Customer History''' tab > '''Prepaid Services'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid services reached x/x/20xx” |
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| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" | | | style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" | | ||
'''Minimum Prepaid Hours''' | '''Minimum Prepaid Hours''' | ||
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" | | | style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" | | ||
| − | Set the minimum prepaid hours required for this customer.<span> </span>SME will compare the amount here to the amount entered on '''Customer | + | Set the minimum prepaid hours required for this customer.<span> </span>SME will compare the amount here to the amount entered on '''Customer History''' tab > '''Prepaid Hours'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid hours reached x/xx/20xx” |
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| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" | | | style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" | | ||
Latest revision as of 18:17, 11 July 2017
This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well.
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Install Date |
Installation date at customer site |
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Installer |
Technician that did the install |
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Selling Price |
Type the selling price. |
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Warranty Exp. |
Set the date for warranty expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Warranty expired: x/x/20xx” |
|
Maintenance Exp. |
Set the date for maintenance expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Maintenance expired: x/x/20xx” |
|
Minimum Prepaid Services |
Set the minimum prepaid services required for this customer. SME will compare the amount here to the amount entered on Customer History tab > Prepaid Services. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid services reached x/x/20xx” |
|
Minimum Prepaid Hours |
Set the minimum prepaid hours required for this customer. SME will compare the amount here to the amount entered on Customer History tab > Prepaid Hours. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid hours reached x/xx/20xx” |
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System |
Your SME Administrator may have customized this field. Choose the system associated with this customer. |
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Software |
Type your customer’s software installed |
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LD Carrier |
Long Distance Carrier |
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Maintenance Costs |
Type the maintenance cost for the customer. This is not linked to a maintenance contract. |