Customer Information Tab - orders

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On the Customer Information tab you can access contact information for the company, view customer equipment, view service and install order history for the customer, and view invoices and payments.


CustomerInformation.jpg


Customer Information, Account and Installation tab

This tab shows you account information for the customer on the order.


Section 1


Account #

Pulled from Customer > Details and Settings tab.

Current Status

Pulled from Status field on the Customer > Details and Settings tab.

Last Service

Pulled from Customer > Accounts tab

Sales Person

Pulled from Customer > Details and Settings tab.

Contact Email

Pulled from Customer > Details and Settings > Site tab

Business Type

Pulled from Customer > Accounts tab

Comments

Pulled from Printed Comments field on Customer > Accounts tab

Section 2 – Pulled from the Customer > Install Info tab

Section3 – Pulled from the Customer > Account tab



Customer Information, Lists tab

Here you can view all contacts for the customer and view customer equipment, IP addresses, phone lines, and systems. Your SME Administrator may have hidden some of the tabs shown in the screenshot to simply the interface for your needs.


Customer Information, Activities tab

Here you can view your customers order history, invoice and payment history, and view your customers deposits and prepaid hours.