Customer Manager Page

Archives Tab

CC/eCheck Tab

Information on customer credit cards and eChecks.

Contacts Tab

Information about customer contacts.

Credits

Information about customer credits.

Docs Tab

Information on customer documents.

Invoices Tab

Information about customer invoices

Notes Tab

Customer notes.

Payments Tab

Information about customer payments.

Proposals Tab

Information about customer proposals.

RMR Tab

Information about customer RMR.

Sites/Systems Tab

Info about customer sites and systems.

Work Orders Tab

The "Work Orders" tab shows a list of the customer's work orders. The status of these work orders are color coded based on the legend.