Difference between revisions of "SMO Customer"

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(SMO Contacts)
 
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Back to [[SMO]] main page
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[[File:SMOCustomersPrintscreen.jpg|frame|right|Customers List]]
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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==
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===Add Customer===
 
Adds a customer to the customer list, with the options to supply the following information:
 
Adds a customer to the customer list, with the options to supply the following information:
 
*Type of customer
 
*Type of customer
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*Status
 
*Status
  
==Add Job Site==
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===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.
 
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==
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===Add Job===
 
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==
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===Add Note===
 
To add a note for a customer.
 
To add a note for a customer.
==Add Contact==
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===Add Contact===
 
To add a contact for the customer or job site
 
To add a contact for the customer or job site
==Add Document==
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===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==
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===Jobs===
 
Shows a history of all jobs for that customer
 
Shows a history of all jobs for that customer
==[[SMO Notes]]==  
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===SMO Notes===
Record unlimited notes for customers with multiple types
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Unlimited notes can be recorded for the customer.
==[[SMO Contacts]]==
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Notes are automatically recorded with who took the note and the date and time of the note.
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Steps:
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# Select the Note Type:
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##Site Notes are to track specific information about the site such as how the techs access.
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##Service Request: For recording service request notes, usually for jobs.
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##Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes.
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##Private: These notes are only for members of your company and not for customers.
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##System Notes: System generated notes.
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# Enter the Note text
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# Select Add Note
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===SMO Contacts===
 
Each customer can have unlimited contact records that can each be linked to specific job sites. Contact info data fields are:
 
Each customer can have unlimited contact records that can each be linked to specific job sites. Contact info data fields are:
 
*Name
 
*Name
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*Twitter
 
*Twitter
  
==[[SMO Documents]]==
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===SMO Documents===
 
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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===SMO Custom Fields===
 
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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===SMO Job Site===
 
Each customer may have unlimited Job Site locations.
 
Each customer may have unlimited Job Site locations.

Latest revision as of 22:12, 26 November 2013

Back to SMO main page

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:

  1. Select the Note Type:
    1. Site Notes are to track specific information about the site such as how the techs access.
    2. Service Request: For recording service request notes, usually for jobs.
    3. Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes.
    4. Private: These notes are only for members of your company and not for customers.
    5. System Notes: System generated notes.
  2. Enter the Note text
  3. 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.