Customer Structure Functions

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 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...

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...

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...

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...

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...

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. ...

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 ...

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...

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...

Selecting the  Refresh  option will refresh the information currently displayed in the Active Pane of the Customer Explorer. ...

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.  ...

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...