Install Info Tab

From High5Wiki
Jump to: navigation, search

This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well.

InstallInfoTab.jpg

Install Date

Installation date at customer site

Installer

Technician that did the install

Selling Price

Type the selling price.

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”

System

Your SME Administrator may have customized this field. Choose the system associated with this customer.

Software

Type your customer’s software installed

LD Carrier

Long Distance Carrier

Maintenance Costs

Type the maintenance cost for the customer. This is not linked to a maintenance contract.