Customer

If the customer you are doing business with has multiple sites, systems, and RMR, when using the Customer Wizard, you are able to create the customer, one site, one system, and one RMR. Once the Customer has been saved, you can add additional sites,...

Once a new Customer record has been saved, there is additional setup that is not contained within the Customer Wizard.  Setting up additional information is optional depending on your company’s policies and procedures.  The chart below lists the add...

To access the Customer Custom Fields, you must first open a customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list will be displayed.  Locate the customer in the list, and then click...

To access the Customer List, navigate to CRM > Customers. The Customer List is comprised of three tabs:  Customers, Sites, and Systems. These three tabs are available to locate and open a customer record, based upon the information you have avai...

To edit a Customer, from the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list will be displayed.  Locate the Customer you want to edit, and then click on the hyperlink in the Customer # column to open th...

To access the RMR Custom Fields, you must first open a customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list will be displayed.  Locate the customer in the list, and then click on t...

If your company will no longer be doing business with a customer, make certain to cancel any active RMR prior to the termination.  Once a customer is terminated, all their historical data remains in the database. To terminate a Customer, from the...

There are two types of customers available within the application, regular customers and master customers. Regular Customer A Regular customer may be residential or commercial and has between one and ten sites attached. Master Cu...