Editing SMO Customer

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[[File:SMOCustomersPrintscreen.jpg|frame|right|Customers List]]

=Customers and Job Sites=
SME handles both customers and job site or sub customers.  A customer may have unlimited Job Site locations.

=List Customers=
To list your customers, select Customers link at the top.
Select a customer by clicking the name or click the Edit button on the right
Add a job by clicking the add job icon on the right.
Search any part of the customer name, type, contact or email in the search box.

=Edit Customer=
To Edit a customer click the customer record and change any information, then select save.

=New Customer=
To create a new customer select Actions>New Customer

=Actions=
===Add Customer===
Adds a customer to the customer list, with the options to supply the following information:
*Type of customer
**prospect
**customer
**job site

*Company
*Address
*Account number
*Phone Number
*Website
*Type of business
**government, residential, etc as customized

*Terms of the client 
**Net 10, 20, 30, etc. 

*Status

===Add Job Site===
Enables the user to add multiple job sites listed under a single parent company. For example, a fire safety inspection company that inspects several different buildings can create a job site for each building they maintain.

===Add Job===
To add a work order or job for a customer or job site.
===Add Note===
To add a note for a customer.
===Add Contact===
To add a contact for the customer or job site
===Add Document===
To upload a document for the customer.

=Customer Information=
The following details can be viewed for the customer:
===Jobs===
Shows a history of all jobs for that customer
===SMO Notes===
Unlimited notes can be recorded for the customer.

Notes are automatically recorded with who took the note and the date and time of the note.
Steps:
# Select the Note Type:
#Site Notes are to track specific information about the site such as how the techs access.
**Service Request: For recording service request notes, usually for jobs.
**Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes.
**Private: These notes are only for members of your company and not for customers.
**System Notes: System generated notes.
# Enter the Note text
# Select Add Note

===SMO Contacts===
Each customer can have unlimited contact records that can each be linked to specific job sites. Contact info data fields are:
*Name
*Role
*Email
*Phone
*Twitter

===SMO Documents===
Documents can be uploaded for the customer record such as pictures, site plans, pdf files, word documents, and excel files.

===SMO Custom Fields===
Custom fields can be created to track unique information for your business.

===SMO Job Site===
Each customer may have unlimited Job Site locations.