Default
customer information is stored in order to minimise
data entry when creating new jobs and projects.
There are many customer features not shown here
which include:
• |
Customer
templates Special delivery information |
• |
Contact
database and Telesales facilities FM contract
rules |
• |
Job
'repeat history' Job search and financial
information (see also below) |
• |
Invoice
information / Annual financial information
(see below) |
• |
From
within the 'Customer Card' financial information
can displayed. |
|
Powerful
search facilities ensure jobs can be found quickly from
minimal information.
Jobs
may be shown by selecting the appropriate status if
you wish i.e. 'All Orders', 'Quotes Sent' 'Enquiries'
etc.
Shown
below from within the 'Customer Card' is the job list
for an individual customer, and the 'Wild Card' search
pop-up window, when a job has been located direct access
from this screen is possible from a single key-stroke.
