SME - Customers Module
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- 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 Fields Tab
- 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
- 5.1 Create a Maintenance Contract
- 5.2 Review Recurring Invoice for Contract
- 5.3 Processing Recurring Invoice for Contract
- 5.4 Customer Equipment on Contract
- 6 Customer Equipment- Customers
- 6.1 Customer Equipment Details
- 6.2 Customer Equipment Actions Menu
- 6.3 Print or Email Customer Equipment List