AR Customers: Difference between revisions
From Apps for Sage 300
Acs300Admin (talk | contribs) No edit summary |
Acs300Admin (talk | contribs) No edit summary |
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| (4 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
'''Header - A''' | '''Header - A''' | ||
* Customer Name | * Customer Name | ||
| Line 10: | 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 18: | Line 15: | ||
* Invoices (4) | * Invoices (4) | ||
* Touchpoints (5) - Emails and logged calls | * Touchpoints (5) - Emails and logged calls | ||
* | * Notes (6) | ||
* Payments ( | * Comments (7) | ||
* Contacts ( | * Payments (8) | ||
* Items Purchased Report ( | * Contacts (9) | ||
* Items Purchased Report (10) | |||
Latest revision as of 11:30, 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)
