BusinessMan Support

Moving back to the main menu we will select the customer's module.

Once you're in the customer module all information regarding that customer is to hand the screen is basically split up into three parts.

To the left we have a customer navigation panel. In this area it is possible to select the customer in several ways. The first way is to select the list of the top and start typing the name of the customer you are looking for a more letters you type the small the list will get until it will be possible to see the customer that you are looking for you can use the up and down arrow keys to navigate to the customer and then press the return key to make that the active customer.

The second way is to start typing in the filter by name field this will reduce the list below corresponding to the amount of letters you type once the customer you are looking for is the latest you can then select it by using the blue button to the left of the portal.

The other way of course is just to scroll up and down the portal until you see the customer you want and then select them by means of the blue button.

Once you have selected the customer the main details that customer presented to you in the top right segment of the screen. Numerous tabs are available at the top of this segment which indicate the overall activity that this company. The very top tabs show you the choice of main detail view, location view, which is linked to Google maps, or the customer website view.

In a small list below the main details you will see displayed any calls that you have scheduled to make to that customer or by clicking on the call history tab a record of the previous calls.

The bottom right-hand segment of the screen is reserved for all the contacts associated with the customer of which, you can have as many as you wish.

You can select your chosen contact by pressing the blue button to the left of the list. The full details of this customer are now presented to you. You can have as many addresses associated with this

contact as you wish but if the main contact address is the same as the main company address you can press this button to say type in the address again.

All communications and correspondence, quotes, orders, e-mails and appointments are shown here under the various tabs. All quotations, letters, orders, e-mails and other correspondence are created from the contact. For instance, if you wish to create a customer quote, it would be created from here and not from the quotations module. This ensures that all the correct details the contact that carried over to the quote each time a new one is created.

In the main company view in the top segment when you view the quotes, orders, e-mail or communications tabs you are viewing all of those quotes communications and orders that have been created for the whole company to all contacts.

You will also notice a small financials button in the shape of a money bag. This takes you to the financial settings for that customer. The view is very similar to the main customer view. From here it is possible to view the financial information and set up account details for this customer.