Customer Documents

This screen allows you to define documents, etc that are specific to a Customer.   

 

List Tab

 

Display fields

 

Document Name: The name of the document as entered into the Details screen,

 

Linked To: This is the specific Customer to which this document relates.

 

File Name: This is the full path name of the file on your computer network.

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Customer Documents screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will bring up the ‘Detail’ tab for entry of Customer Documents.

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

Delete: This enables you to delete the selected Document from a Customer record

 

View: If you select a line and then this button the physical document will be displayed on the screen.

 

 

Detail Tab

 

Entry and Display fields

 

Document Name: Enter the name of the document that you are creating in this Document - Customer linkage.  No checks are made on the entry.

 

Document Type: Prefilled with ‘Customer’

 

Linked to: From the drop-down list select the Customer that uses this document

 

Copy to Jobs: ‘Check’ this checkbox if you want the contents of this document to be copied to Job orders

 

Copy to Sales: ‘Check’ this checkbox if you want the contents of this document to be copied to Sales orders

 

Print / Email with statement: Tick this box if this document is to be printed/emailed with the Statement.

 

Correspondence: Tick this box if this document is to be treated as correspondence in the Operations Centre.

 

Document Details: locate the full path name of the document.  It should be noted that any file extension recognised by your computer can be attached.  (Example:-  .exe, .jpg, .doc, .xls, etc)

 

Notes: Extended Notes for your own information can be attached to this document link.  Whenever you click on this field an icon will appear in the top-right.  By clicking on this Icon you can bring up the Frequently Used Text table.  Select the text to be copied and either press the OK Button in that screen or double-click the selected record.

 

Buttons

 

Close: This will close the Customer Documents screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will bring up a blank ‘Detail’ screen for entry of Customer Documents.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the current Customer Documents record or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: Not applicable to the Detail panel

 

View: If you select a line and then this button the physical document will be displayed on the screen.