Editing Customers
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<br>There are a couple ways to create a new customer. | <br>There are a couple ways to create a new customer. | ||
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# Fill out the contact information. | # Fill out the contact information. | ||
# Click '''OK'''. | # Click '''OK'''. | ||
− | <br>[[File: | + | <br>[[File:ContactEditor.png]] |
− | + | <h3>Updating Site and Billing Address</h3> | |
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− | <h3>Updating Site and Billing Address | ||
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<br>[[File:PropagateToOrders.png]] | <br>[[File:PropagateToOrders.png]] | ||
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'''Account #''' - Based on the settings your SME Administrator setup, this field is auto populated when you save the company record. | '''Account #''' - Based on the settings your SME Administrator setup, this field is auto populated when you save the company record. | ||
− | '''Balance''' - Displays the amount due for all open invoices for the customer. This is a calculation and it is not an editable field. | + | '''Balance''' - Displays the amount due for all open invoices for the customer. This is a calculation and it is not an editable field. |
'''Salesperson''' - Select from the salesperson in the Salesperson drop down. The names in this drop down are determined by your SME Administrator. | '''Salesperson''' - Select from the salesperson in the Salesperson drop down. The names in this drop down are determined by your SME Administrator. | ||
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'''URL''' - Type the customers website address | '''URL''' - Type the customers website address | ||
− | '''Location''' - Warehouse location for customer equipment in your warehouse | + | '''Location''' - Warehouse location for customer equipment in your warehouse |
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'''Messages''' - The messages box contains a list of emailed notifications, as well as calculated data based on current information. For example if account is past due, if maintenance/warranty has expired, when the next activity is scheduled for the customer, etc. Clearing the message clears the notification messages, but the calculated messages are always there. | '''Messages''' - The messages box contains a list of emailed notifications, as well as calculated data based on current information. For example if account is past due, if maintenance/warranty has expired, when the next activity is scheduled for the customer, etc. Clearing the message clears the notification messages, but the calculated messages are always there. | ||
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On this tab you will find your customer’s account information. Depending on the permissions set by your SME Administrator, this tab may be hidden from view. At the bottom of the tab, find the customer’s balance due. | On this tab you will find your customer’s account information. Depending on the permissions set by your SME Administrator, this tab may be hidden from view. At the bottom of the tab, find the customer’s balance due. | ||
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{| class="MsoTableGrid" style="border-collapse: collapse; border: none; mso-yfti-tbllook: 1184; mso-padding-alt: 0in 5.4pt 0in 5.4pt; mso-border-insidev: none" | {| class="MsoTableGrid" style="border-collapse: collapse; border: none; mso-yfti-tbllook: 1184; mso-padding-alt: 0in 5.4pt 0in 5.4pt; mso-border-insidev: none" | ||
|- style="mso-yfti-irow: 0; mso-yfti-firstrow: yes" | |- style="mso-yfti-irow: 0; mso-yfti-firstrow: yes" | ||
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'''Finance Charge''' | '''Finance Charge''' | ||
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" | | | style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" | | ||
− | Enter the finance charge | + | Enter the finance charge |
|- style="mso-yfti-irow: 4" | |- style="mso-yfti-irow: 4" | ||
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" | | | style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" | | ||
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|- style="mso-yfti-irow: 12" | |- style="mso-yfti-irow: 12" | ||
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" | | | style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" | | ||
− | ''' | + | '''Warn on Past Due''' |
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" | | | style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" | | ||
The following message will populate the message field on Details and Settings tab: “Account is past due” | The following message will populate the message field on Details and Settings tab: “Account is past due” | ||
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Auto-populated date showing when you converted the company from a Lead to a Customer. No date will display if the company was created directly in the customer module. This date cannot be edited. | Auto-populated date showing when you converted the company from a Lead to a Customer. No date will display if the company was created directly in the customer module. This date cannot be edited. | ||
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== Rates Tab == | == Rates Tab == | ||
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Select the appropriate tax group for the customer. Your SME Administrator will set these up based on your needs. | Select the appropriate tax group for the customer. Your SME Administrator will set these up based on your needs. | ||
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| style="width: 1.45in; 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="139" valign="top" | | | style="width: 1.45in; 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="139" valign="top" | | ||
'''Excise Tax Rate''' | '''Excise Tax Rate''' | ||
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The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment. | The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment. | ||
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[[File:CustomerListsTAb.jpg]] | [[File:CustomerListsTAb.jpg]] | ||
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'''Web Access Password''' - If you are using WebConnect with SME, this is where you would assign the contact a login to WebConnect. | '''Web Access Password''' - If you are using WebConnect with SME, this is where you would assign the contact a login to WebConnect. | ||
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== Customer History Tab == | == Customer History Tab == | ||
− | 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 see all the tabs shown in the screenshot below. | + | 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 see all the tabs shown in the screenshot below. |
[[File:CustomerHIstoryTab.png]]<br> | [[File:CustomerHIstoryTab.png]]<br> | ||
<span style="color: rgb(227, 108, 10);">'''Service'''</span> | <span style="color: rgb(227, 108, 10);">'''Service'''</span> | ||
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<br>[[File:DepositApply.jpg]] | <br>[[File:DepositApply.jpg]] | ||
+ | <span style="color: rgb(227, 108, 10);">'''Prepaid Hours'''</span> | ||
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+ | Enter any hours here pre-paid by your customer | ||
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+ | # '''Date''' and '''Taken By''' will be auto-populated. Change as necessary. | ||
+ | # '''Quantity''' – hours of labor pre-paid for | ||
+ | # '''Rate'''- hourly rate | ||
+ | # '''Total''' – this field calculates the total amount paid. | ||
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+ | If a customer has prepaid hours available, when adding labor to a work order, the prepaid balance will display (circled in the image below). Fill out the Labor Editor as you normally would, but make sure you update the hours used in the circled field. This will reduce the prepaid hours balance. | ||
+ | [[File:PrepaidHours.jpg]] | ||
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+ | <span style="color: rgb(227, 108, 10);">'''Prepaid Services''' | ||
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+ | You can add Prepaid Services and view all purchased or used prepaid services in this tab. | ||
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+ | # '''Date''' and '''Taken By''' will be auto-populated. Change as necessary. | ||
+ | # '''Quantity''' – hours of service | ||
+ | # '''Rate'''- hourly rate | ||
+ | # '''Total''' – this field calculates the total amount paid. | ||
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+ | Next time you add a service to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the '''Service Item Editor'''. | ||
+ | <br>[[File:PrepaidItems.jpg]] | ||
<span style="color: rgb(227, 108, 10);">'''Item Repair''' | <span style="color: rgb(227, 108, 10);">'''Item Repair''' | ||
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If a work order was created for the customer to repair some of their equipment, this tab will list the equipment to repair. Double click on the item and you can see what which equipment, the repair requested and repair performed. | If a work order was created for the customer to repair some of their equipment, this tab will list the equipment to repair. Double click on the item and you can see what which equipment, the repair requested and repair performed. | ||
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== Associated Companies Tab == | == Associated Companies Tab == | ||
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<p class="MsoListParagraphCxSpLast" style="margin-left: 0.25in; text-indent: -0.25in;"><b style=""><span style="font-size: 11pt; line-height: 115%; font-family: "Calibri","sans-serif"; color: rgb(227, 108, 10);">**NOTE**</span></b><span style="font-size: 11pt; line-height: 115%; font-family: "Calibri","sans-serif";"> if you don’t see the Notifications tab, then it was hidden from your view based on your user group permissions.</span></p> | <p class="MsoListParagraphCxSpLast" style="margin-left: 0.25in; text-indent: -0.25in;"><b style=""><span style="font-size: 11pt; line-height: 115%; font-family: "Calibri","sans-serif"; color: rgb(227, 108, 10);">**NOTE**</span></b><span style="font-size: 11pt; line-height: 115%; font-family: "Calibri","sans-serif";"> if you don’t see the Notifications tab, then it was hidden from your view based on your user group permissions.</span></p> | ||
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