Site

The Sites List is a tab available when navigating to CRM > Customers. Sites Tab The default view in the grid area of the Sites tab displays the customer number, site number, site name, address, and comments (site).  There are many other columns ...

Sites are attached to customer records. To add additional Sites, you must first access the customer record. To add an additional site to an existing customer, from the main menu, arrive at the Customers list with this path: CRM > Customers. ...

If there is a certain price you charge a customer for particular invoice items that is different than the default price, you can create a list for the customer’s site. Setting up Item Defaults is optional. To add Item Defaults to an existing si...

Sites are attached to customer records.  To edit a Site, 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. If you know the name of the cus...

To inactivate a Site, 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. If you know the name of the customer to which the Site is attached...

To access the Site 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 opens. Locate the customer in the list, and then click on the hyp...

The Site record is accessed from a Customer record, and like the customer record has several tabs of information related to the Site. Users with the appropriate permissions can add, edit, or delete related to the Site. To open a Site record, na...