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, navigate to CRM > Customers. The customer list opens. Locate the customer record containing the site with which you want to work, and then click on the hyperlink in the customer# column.
The customer record opens. Click on the Sites/Systems tab.
A list of all active sites linked to the customer are displayed in the grid area. Click on the hyperlink of the site number to be viewed.
The Site record opens. The Site record consists of 14 tabs, each of which is explained below.
Notes Tab
The Notes tab displays all Notes on file for the customer.
Add Note Button
Clicking the Add Note button opens a form for entering a new note for the site.
Edit Button
Clicking the Edit button opens the note for viewing and/or editing.
Delete Button
Clicking the Delete button permanently deletes the note.
Systems Tab
The Systems tab displays all system records associated with the site. Clicking on the hyperlink of a System # will open the system record for viewing.
Add System Button
Clicking the Add System button opens a form for entering a new system for the site.
Export to Excel
Clicking on this button creates an Excel file with the current information displayed in the grid area.
Show Inactive Systems
Setting the toggle button to Yes displays all systems linked to the site that have been inactivated.
Custom Grid Layout
Use this to create, update, and retrieve custom grid layouts.
RMR Tab
The RMR tab displays all active RMR that was setup on the Site or a System associated with the Site.
Generate Recurring Invoice Button
Click this button to create a recurring invoice for this one customer.
New RMR Button
Clicking the New RMR button opens a form for entering a new RMR for the site.
Show Cancelled RMRs
Setting the toggle button to Yes displays all previously cancelled RMR for the site or any system associated with the site.
Work Orders Tab
The Work Orders tab displays all open work orders for the site.
Show Closed Work Orders
Clicking on the toggle button labeled “Show Closed Work Orders” displays all open or closed work order records.
Show Recurring Work Orders
Clicking on the toggle button labeled “Show Recurring Work Orders” displays all Recurring Work Oder records.
New Work Order Button
Clicking the New Work Order button opens the Work Order form to create a new work order for the site.
Work Order Hyperlink
In the WO # column, clicking on the hyperlink of a Work Order opens the work order for viewing and/or editing. Users with permissions are able to make changes to the work order and re-save, only if the work order has not been closed.
Site Parts Tab
The Site Parts tab displays all parts installed at the site. Typically, parts lists are entered on a System record but can be entered on a site if preferred. You can add new parts to the list, edit information on existing parts, or delete parts from the list.
Export to Excel
Clicking this button creates an Excel file with the current information displayed in the grid area.
Contacts Tab
The Contacts tab displays all contacts for the site.
Add New Contact Button
Clicking the Add New Contact button opens a form for entering a new contact for the site.
Add Existing Contact Button
Clicking the Add Existing Contact button opens a list of all contacts in the database for all sites. You can select one or more contacts from the list to save on the current site’s contact list.
Edit Button
Clicking the Edit button opens the contact record for viewing or editing.
Delete Button
Clicking the Delete button permanently deletes the contact record.
Zones Tab
The Zones tab displays all zones for the site. Typically, zones are entered on a System record but can be entered on a site if preferred. You can add new zones to the list; edit information on existing zones; or delete zones.
Add Zone Button
Clicking the Add Zone button opens a form for entering a new zone for the site.
Export to Excel
Clicking this button creates an Excel file with the current information displayed in the grid area.
Authorities Tab
The Authorities tab displays all authority records for the site. Typically, authorities are entered on a System record but can be entered on a site if preferred. You can add new authorities to the list, edit information on existing records, or delete authority records.
Add Authorities Button
Clicking this button opens a form for entering a new authority for the site.
Docs Tab
The Documents tab displays all documents attached to the site record.
Show Deleted Documents
Clicking on the toggle button labeled “Show Deleted Documents” displays all documents that users deleted. When deleting a document, it is not permanently removed from the database, just inactivated.
Add Document Button
Clicking the Add Document button opens a form for selecting one or more documents to attach to the site.
Replace Button
Clicking the Replace button opens a form to select a file to replace the current document. This option is typically used if there is a newer revision of the document or if the incorrect document was uploaded.
Download Button
Clicking the Download button opens the document for viewing.
Delete Button
Clicking the Delete button makes the document inactive.
Custom Fields Tab
The Custom Fields tab displays the site level custom fields. The fields shown on this page are configured by your company in Setup > Operations > Custom Fields.
History Button
Clicking the History button display a list of all changes that have been made to any of the custom fields and which user made the change and when.
The Save and Cancel buttons are only shown if a user starts entering information into a custom field.
Item Defaults Tab
The Item Defaults tab displays any invoice items that have been setup with special pricing for the site.
Add Item Default Rate Button
Clicking this button opens a form for selecting an invoice item and entering the default price for the site.
Edit Button
Clicking the Edit button opens the record for viewing or editing.
Delete Button
Clicking the Delete button permanently deletes the record.
eForms Tab
This tab is for future development.
Part Ledger Tab
This tab is for future development.
External Tab
This tab is for future development.