Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Customers module is where each Customer is entered or “inserted” into the module. Once entered into the module and saved, the user can search, view, and search for a specific customer. The following are some examples of information you will find in the customer module: basic demographic information, invoice creation settings, default work weeks, job Sitessites, invoices, notes, and checklist items.

The Customers Module has the following tabs:

  1. Profile

  2. Job Sites

  3. Placements

  4. Contact

  5. Note

  6. Activity

  7. Rules

  8. Order History

  9. Invoicing

  10. Overview

  11. Checklist

  12. Documents

  13. Find It Tab!