Editing SMO Customer
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=Customers and Job Sites= | =Customers and Job Sites= | ||
SME handles both customers and job site or sub customers. A customer may have unlimited Job Site locations. | SME handles both customers and job site or sub customers. A customer may have unlimited Job Site locations. | ||
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=Actions= | =Actions= | ||
− | + | ==Add Customer== | |
− | Adds a customer to the customer list | + | Adds a customer to the customer list. |
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− | + | ==Add Job Site== | |
− | + | ==Add Job== | |
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To add a work order or job for a customer or job site. | To add a work order or job for a customer or job site. | ||
− | + | ==Add Note== | |
To add a note for a customer. | To add a note for a customer. | ||
− | + | ==Add Contact== | |
To add a contact for the customer or job site | To add a contact for the customer or job site | ||
− | + | ==Add Document== | |
To upload a document for the customer. | To upload a document for the customer. | ||
=Customer Information= | =Customer Information= | ||
The following details can be viewed for the customer: | The following details can be viewed for the customer: | ||
− | + | ==Jobs== | |
Shows a history of all jobs for that customer | Shows a history of all jobs for that customer | ||
− | == | + | ==[[SMO Notes]]== |
− | + | Record unlimited notes for customers with multiple types | |
− | + | ==[[SMO Contacts]]== | |
− | + | Each customer can have unlimited contact records. | |
− | + | ==[[SMO Documents]]== | |
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− | Each customer can have unlimited contact records | ||
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Documents can be uploaded for the customer record such as pictures, site plans, pdf files, word documents, and excel files. | Documents can be uploaded for the customer record such as pictures, site plans, pdf files, word documents, and excel files. | ||
− | + | ==[[SMO Custom Fields]]== | |
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Custom fields can be created to track unique information for your business. | Custom fields can be created to track unique information for your business. | ||
− | + | ==[[SMO Job Site]]== | |
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Each customer may have unlimited Job Site locations. | Each customer may have unlimited Job Site locations. |