Ch 2.6 CRM (Customer Relationship Management)
Customers (Companies), Contacts and Addresses are maintained in the CRM (Customer Relationship Management) Module. To access the CRM, click the fast access...
Mon, Jan 9, 2023 at 12:42 PM
When a customer is selected it will open in edit mode to the Main tab (below). The Main tab includes the companies primary Bill-To Address and other detail...
Mon, Jan 9, 2023 at 12:42 PM
Contacts for a company are added from the Contacts tab (below). Right-Click to add/edit a contact and the contact detail screen will appear (image 2 below)...
Mon, Jan 9, 2023 at 12:44 PM
Addresses for a company are added from the Alt Addresses tab (below). Right-Click to add/edit an address and the address detail screen will appear (image 2...
Mon, Jan 9, 2023 at 12:48 PM
Customer specific default settings are set from the "Defaults" tab (below). Sales Rep & CSR: New estimates and jobs for this customer wil...
Mon, Jan 9, 2023 at 12:49 PM
Alerts Tab: Used to defined customer specific alerts that will appear when certain actions occur for a customer, including: Order: when a new job is start...
Mon, Jan 9, 2023 at 12:51 PM