AR Customers: Difference between revisions

From Apps for Sage 300
(Created page with "thumb thumb '''Header - A''' * Customer icon - if available '''Header - B''' * Customer Name * Customer Code * Customer Contact Name * Email Address '''Tab layout''' * Summary (1) - Basic information /Email/Phone/Address * Details (2) - More senstive data * Customer Orders (3) * Invoices (4) * Touchpoints (5) - Emails and logged calls * Memo's (6) * Payments (7) * Contacts (8) * Item...")
 
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(6 intermediate revisions by the same user not shown)
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[[File:Sage 100 ar customer summary.png|thumb]]
[[File:Sage 100 ar customer tabsII.png|thumb]]
'''Header - A'''
'''Header - A'''
* Customer icon - if available
'''Header - B'''


* Customer Name
* Customer Name
Line 11: Line 5:
* Customer Contact Name
* Customer Contact Name
* Email Address
* Email Address
[[File:Sage 300 ar customer summary.png|500px]]


'''Tab layout'''
'''Tab layout'''
Line 19: Line 15:
* Invoices (4)
* Invoices (4)
* Touchpoints (5) - Emails and logged calls
* Touchpoints (5) - Emails and logged calls
* Memo's (6)
* Notes (6)
* Payments (7)  
* Comments (7)
* Contacts (8)
* Payments (8)
* Items Purchased Report (9)
* Contacts (9)
'''Links'''
* Items Purchased Report (10)
 
* AR Customer Contact

Latest revision as of 10:30, 9 April 2024

Header - A

  • Customer Name
  • Customer Code
  • Customer Contact Name
  • Email Address

Tab layout

  • Summary (1) - Basic information /Email/Phone/Address
  • Details (2) - More senstive data
  • Customer Orders (3)
  • Invoices (4)
  • Touchpoints (5) - Emails and logged calls
  • Notes (6)
  • Comments (7)
  • Payments (8)
  • Contacts (9)
  • Items Purchased Report (10)