Articles
Bill To
When highlighting the Bill To menu option from the customer tree, the Active Pane will display a list of all Bill To records that exist for the Customer. Bill To records are mailing addresses that are used for customer invoices and/or ...
Billing Contacts
Billing Contacts are individuals that your company could call for billing-related questions. Each Bill To record may have an unlimited number of Billing Contact names. When right-clicking on Contacts, the only option available is New Bill Con...
Customer Information
When highlighting the Customer Information menu option from the customer tree, the information displayed in the Active Pane is setup data from the Customer Information form along with any Customer Custom Field data. When right-clic...
Customer Name
When highlighting the Customer Name menu option from the customer tree, the information displayed in the Active Pane will list five groups of information; Active Billing Contacts, Open Invoices, Open Credits, Open Tickets, and Open Jobs. I...
Customer Snapshot
Selecting the Customer Snapshot option will launch the Customer Snapshot Report in preview mode. This report contains sections of information related to the customer, its sites, systems, and recurring lines. This report may be printed by clic...
Customer Structure Functions Overview
Functions available within the Customer Structure include viewing, adding, editing, and deleting existing data along with the ability to generate certain customer reports. Some Customer Structure tree options offer additional options when righ...
Document Imaging
Selecting the Document Imaging option will launch the DMI document imaging program. SedonaDocs has replaced this document imaging function. The DMI document imaging product is no longer available for purchase. ...
Edit Customer Setup
Selecting the Edit Customer Setup option will display the Customer Setup Information. The User may make changes to the Setup Information, Custom Fields information, Bill To’s, and Customer Items . Once all changes have been made, click ...
Mail Merge
Selecting the Mail Merge option will open the Windows File Explorer to locate an MSWord template document for which a User wishes to create a letter. Complete instructions on how to set up and use the Mail Merge feature are covered in a separa...
Payment Options
When highlighting the Payment Options menu option from the customer tree, the Active Pane will display any Credit Card or ACH Bank records that exist for the Customer. Only the last four digits of Credit Cards and/or the Customer Bank Acco...
Refresh
Selecting the Refresh option will refresh the information currently displayed in the Active Pane of the Customer Explorer. ...
Sites
When highlighting the Sites menu option from the customer tree, the Active Pane will display a list of all Site records that exist for the Customer. Expanding the tree of a single site will display a list of Site Tree Options. ...
Systems
When highlighting the Systems menu option from the customer tree, the Active Pane will display a list of all System records that exist for the Customer. When expanding the customer tree for the System record, several tree options are liste...