Customer Work Orders

To add a Work Order Document, you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list opens. Locate the customer in the list, and then click on the h...

You can delete a document if have have been granted the appropriate user permissions.  Use caution when deleting a document.  Once the Delete button is clicked, the document is permanently deleted from the database.  No warning or confirma...

To open and view an attached document, download the file. The software creates a PDF file of the selected document. Once downloaded you can open the file for viewing. To download a Work Order Document, you must first access the customer recor...

To replace a Work Order Document, you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list opens. Locate the customer in the list, and then click on the hy...

To add a Work Order Note, you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list opens. Locate the customer in the list, and then click on the hyper...

To delete a Work Order Note, you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list opens. Locate the customer in the list, and then click on the hy...

To edit a Work Order Note, you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers opens. Locate the customer in the list, and then click on the hyperlink...

To access the Work Order Custom Fields, you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers. The Customers list opens. Locate the customer in the list, and then clic...