Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Overview
Excerpt |
---|
Customer accounts can be added or modified anytime. There is no limit on the number of customer accounts that can be added. |
Instructions
To setup new customers within the system, follow the steps below:
Ui steps | ||||||
---|---|---|---|---|---|---|
| ||||||
|
Customer Notes
Ui text box | ||
---|---|---|
| ||
Security Level: Admin users can edit their own notes and delete notes created by other users at any time. |
The system allows adding notes everywhere on the system just by clicking on the customer name.
Warning | ||
---|---|---|
| ||
If the note contains words such as credit limit, hold, held cannot be edited. |
The system also allows admin user to add notes and make them visible only for certain roles.
Some of the changes made on a customer account are saved as notes and Authorized users can review them by clicking on the customer name and then clicking the Notes tab.
Panel | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
|
Info | ||
---|---|---|
| ||
When the Credit Limit of a customer is modified, the system will send a notification to Sales Managers and Credit Managers. In the case of multilocation companies, the system will only send notifications to users associated to the main location of the customer. |