Editing SME - Customers Module
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| Latest revision | Your text | ||
| Line 1: | Line 1: | ||
* SME - Customers Module | * SME - Customers Module | ||
| − | ** 1 | + | ** 1 Creating Customers |
| − | ** 2 | + | ** 2 Overview of Customer Tabs |
| − | *** 2.1 | + | *** 2.1 Details and Settings - Customer |
| − | *** 2.2 | + | *** 2.2 Account Tab |
| − | *** 2.3 | + | *** 2.3 Rates Tab |
| − | *** 2.4 | + | *** 2.4 Install Info Tab |
| − | *** 2.5 | + | *** 2.5 Customer Lists Tab |
| − | *** 2.6 | + | *** 2.6 Customer Activity Tab |
| − | *** 2.7 | + | *** 2.7 Associated Companies Tab |
| − | *** 2.8 | + | *** 2.8 Notifications Tab |
| − | *** 2.9 | + | *** 2.9 Custom Fields Tab |
| − | *** 2.10 | + | *** 2.10 Issues Tab |
| − | *** 2.11 | + | *** 2.11 Stored Documents tab - customers |
| − | *** 2.12 | + | *** 2.12 Activities tab - customer |
| − | ** 3 | + | ** 3 Find Customer Record |
| − | ** 4 | + | ** 4 Export Search Data to Excel |
| − | ** 5 | + | ** 5 Maintenance Contracts |
| − | *** 5.1 | + | *** 5.1 Create a Maintenance Contract |
| − | *** 5.2 | + | *** 5.2 Review Recurring Invoice for Contract |
| − | *** 5.3 | + | *** 5.3 Processing Recurring Invoice for Contract |
| − | *** 5.4 | + | *** 5.4 Customer Equipment on Contract |
| − | ** 6 | + | ** 6 Customer Equipment- Customers |
| − | *** 6.1 | + | *** 6.1 Customer Equipment Details |
| − | *** 6.2 | + | *** 6.2 Customer Equipment Actions Menu |
| − | *** 6.3 | + | *** 6.3 Print or Email Customer Equipment List |