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The Customer Record Overview
The Customer Record The Customer record is designed to be a one-stop customer service tool which displays customer information and transactions related to a customer, its sites and systems. Users with the appropriate permissions may add, edit or ...
CC/eCheck Tab
The CC/eCheck tab is comprised of three tabs: Transactions, Credit Card, and eChecks. Transactions Tab The Transactions tab will display all credit card and echeck transactions for the customer. New Transaction Button Clicking on the New Transac...
Contacts Tab
The Contacts tab will display all contacts on file for the customer. Customer contacts are not to be confused with Call List Contacts. Call List Contacts are setup on a System record. Add New Contact Button Clicking on the Add New Contact button...
Credits Tab
The Credits tab displays all credits with a balance available to apply to invoices. Show All Credits Clicking on the toggle button labeled “Show All Credits”, will display all credits with a zero and non-zero balance. Add Credit Button Clickin...
Custom Fields Tab
The Custom Fields tab will display the customer level custom fields. The fields shown on this page are configured by your company in Setup > Operations > Custom Fields. History Button Clicking on the History button will display a list of all chan...
Documents Tab
The Documents tab displays all documents uploaded to the customer. Show Deleted Documents Clicking on the toggle button labeled Show Deleted Documents , displays all documents that users have deleted. When deleting a document, it is not permane...
Invoices Tab
The Invoices tab displays all invoices with a balance due. Show All Invoices Clicking on the toggle button labeled “Show All Invoices”, will display all invoices with a zero and non-zero balance. New Invoice Button Clicking on the New Invoice ...
Notes Tab
The Notes tab will display all Notes on file for the customer. Add Note Button Clicking on the Add Note button will open a form for entering a new note for the customer. Edit Button Clicking on the Edit button will open the note for viewing and/...
Payments Tab
The Payments tab displays all payments received from the customer. Issue Refund Check Button This button will open the Refund Screen where you can fill out the information for a refund check. Optionally, check the box next to one or multiple pay...
Proposals Tab
The Proposals tab displays all open or completed proposals for the customer. Add New Proposal Button Clicking on the Add New Proposal button will open the Proposal form to create a new proposal for the customer. Proposal Hyperlink In the Numbe...
RMR Tab
The RMR tab displays all active RMR for the customer. Show Cancelled RMR Clicking on the toggle button labeled “Show Cancelled RMR”, will display all active and cancelled RMR records. New RMR Button Clicking on the New RMR button will open the...
Sites/Systems Tab
The Sites/Systems tab displays all active Sites for the customer. Show Inactive Sites Clicking on the toggle button labeled “Show Inactive Sites”, will display all active and inactive sites. Add Site Button Clicking on the Add Site button will...
Work Orders Tab
The Work Orders tab displays all open work orders for the customer. Show Closed Work Orders Clicking on the toggle button labeled “Show Closed Work Orders”, will display all open and closed work order records. Show Recurring Work Orders Clicki...