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- 20:44, 28 May 2011 diff hist +327 N Print or Email Customer Equipment List Created page with "1. In Customer Equipment, click Customer/Site to select the customer. 2. Click Print/Email. File:CustEQ_Print.jpg In the menu, there are standard reports you ..."
- 20:44, 28 May 2011 diff hist 0 N File:CustEQ Printed.jpg current
- 20:43, 28 May 2011 diff hist 0 N File:CustEQ Print.jpg current
- 20:40, 28 May 2011 diff hist -1,093 Create a Maintenance Contract current
- 20:33, 28 May 2011 diff hist +4,157 N Create a Maintenance Contract Created page with "'''Create a maintenance contact''' 1. Go to '''Customers''' module > '''Maintenance Contacts''' 2. Click New. 3. Double click on the customer you need to cre..."
- 20:29, 28 May 2011 diff hist 0 N File:Contract InvoicingTab.jpg current
- 20:27, 28 May 2011 diff hist 0 N File:Steps4 7.jpg current
- 20:27, 28 May 2011 diff hist 0 N File:Save.jpg current
- 20:08, 28 May 2011 diff hist 0 N File:MaintenanceContract.jpg current
- 20:08, 28 May 2011 diff hist +375 N Maintenance Contracts Created page with "Set your customer’s equipment up on a maintenance contract and SME will generate a recurring invoice for the contract. This guide will walk you through: # Creating a contract ..."
- 20:04, 28 May 2011 diff hist -43 Export Search Data to Excel
- 20:03, 28 May 2011 diff hist -1 Export Search Data to Excel
- 20:03, 28 May 2011 diff hist 0 N File:ExportToExcel.jpg current
- 20:03, 28 May 2011 diff hist 0 N File:Excel.jpg current
- 13:40, 28 May 2011 diff hist 0 N File:SavedView.jpg current
- 13:39, 28 May 2011 diff hist +3,419 N Find Customer Record Created page with "'''Lookup customers using Search: ''' <br><br>1. Select '''Customer''' module. 2. Click '''Search''' and select '''Search Active Customers'''. 3. Double click o..." current
- 13:39, 28 May 2011 diff hist 0 N File:DragBack.jpg current
- 13:39, 28 May 2011 diff hist 0 N File:Drag.jpg current
- 13:39, 28 May 2011 diff hist 0 N File:ChooseColumns.jpg
- 13:38, 28 May 2011 diff hist 0 N File:Searchview.jpg current
- 13:38, 28 May 2011 diff hist 0 N File:Filtering.jpg current
- 13:38, 28 May 2011 diff hist 0 N File:Grouped.jpg current
- 13:37, 28 May 2011 diff hist 0 N File:Filtering2.jpg current
- 13:37, 28 May 2011 diff hist 0 N File:FilterIcon.jpg current
- 13:08, 28 May 2011 diff hist -5 Activities tab - customer →To create an activity for a customer current
- 11:52, 28 May 2011 diff hist +3,507 N Activities tab - customer Created page with "<div class="content"> Throughout SME you can create activities for yourself or other SME users to remind yourself, or others, to take action. In the '''Activities''' tab, you ca..."
- 11:32, 28 May 2011 diff hist 0 N File:ActivitiesWindow.jpg current
- 11:32, 28 May 2011 diff hist 0 N File:ActivitiesTab.jpg current
- 11:31, 28 May 2011 diff hist 0 N File:ActivitiesButton.jpg current
- 11:25, 28 May 2011 diff hist 0 N File:Activities Set.jpg current
- 11:20, 28 May 2011 diff hist +647 N Stored Documents tab - customers Created page with "Throughout SME you have the ability to add documents to different modules. Here in the customer module, use the Stored Documents tab to add or delete files and to view files. ..." current
- 11:19, 28 May 2011 diff hist 0 N File:StoredDocument.jpg current
- 11:16, 28 May 2011 diff hist +189 N Issues Tab Created page with "Show you all issues your customer has in the Issues module. Click New to create a new issue for the customer or select the issue and click Edit to make changes to an existing is..." current
- 11:15, 28 May 2011 diff hist +1,421 N Notifications Tab Created page with "Set email or pop-up notification for your customer in this tab. Your SME Administrator will create the types of notifications that you can set for your customers. Your administ..." current
- 11:13, 28 May 2011 diff hist 0 N File:Notification.jpg current
- 11:08, 28 May 2011 diff hist +279 N Associated Companies Tab Created page with "If you have parent/child relationships set-up between your companies, you can access this tab on the parent company to see all child companies. See the Details and Settings porti..." current
- 11:08, 28 May 2011 diff hist 0 N File:AssociatedCompanies.jpg current
- 18:03, 27 May 2011 diff hist +4 Customer Activity Tab current
- 18:00, 27 May 2011 diff hist +36 Customer Activity Tab
- 17:49, 27 May 2011 diff hist +6,053 N Customer Activity Tab Created page with "In the Customer Activity tab, you can access all order history, invoice history, payment history and more. Depending on the permissions set by your SME Administrator, you may not..."
- 17:49, 27 May 2011 diff hist 0 N File:Details&SettingsRight.jpg current
- 17:47, 27 May 2011 diff hist 0 N File:DepositOnAccount.jpg current
- 17:47, 27 May 2011 diff hist 0 N File:DepositApply.jpg current
- 17:46, 27 May 2011 diff hist 0 N File:ByStatus.jpg current
- 17:44, 27 May 2011 diff hist 0 N File:PrepaidItems.jpg current
- 17:44, 27 May 2011 diff hist 0 N File:PrepaidHours.jpg current
- 17:24, 27 May 2011 diff hist 0 N File:ActivityService.jpg current
- 17:23, 27 May 2011 diff hist 0 N File:Tabs.jpg current
- 17:22, 27 May 2011 diff hist 0 N File:REcurringOrderTab.jpg current
- 17:21, 27 May 2011 diff hist 0 N File:CustomerActivitiesTab.jpg current
