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(Created page with "When you drill down on the customer name which form opens? ♦ When drilling down the customer name, Customer card forms open. Have now the ability to check the Customer His...")
 
 
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When you drill down on the customer name which form opens?
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'''Open Customer'''
  
When drilling down the customer name, Customer card forms open.  Have now the ability to check the Customer History such as Statement, Accounts Receivable Report, Price List, Invoice, Sales Order, Quote.  Also, documents such us emails, Address information, Accounts, Discounts, Equipment, Contacts and Miscellaneous.
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'''When you drill down on the customer name which form opens?'''
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When drilling down the customer name the '''Customer Card''' screen open.  You have the ability to check the '''Customer History''' such as ''Statement'', ''Accounts Receivable Report'', ''Price List'', ''Invoice, Sales Order'', ''Quote''.  Also, documents such as Emails, Address information, Accounts, Discounts, Equipment, Contacts and Miscellaneous.

Latest revision as of 05:11, 18 December 2014

Open Customer

When you drill down on the customer name which form opens?

When drilling down the customer name the Customer Card screen open. You have the ability to check the Customer History such as Statement, Accounts Receivable Report, Price List, Invoice, Sales Order, Quote. Also, documents such as Emails, Address information, Accounts, Discounts, Equipment, Contacts and Miscellaneous.