Customer Explorer

Articles

Customer Explorer Overview and Topics
The  Customer Explorer  was designed to be a one-stop customer service tool that displays customer information and transactions related to a customer, its sites, and systems.  The Customer Explorer is divided into four panes of information: ...
Inner Office Messaging Overview and Topics
The Inner Office Message function was designed to communicate information regarding a customer between SedonaOffice Users.  Messages are created from the Customer Explorer record and display both within a customer's Customer Explorer record and in t...
Site Copy
This option is used when a Customer moves from a Site where your company has equipment installed and another Customer moves into the same Site and your company will be monitoring and/or servicing the system(s) for the new Customer.  This function w...