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Back office guide
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Login
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Reset password
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Home page
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Users page
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Employees page
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Contracted customers page
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Not contracted customers page
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Add ticket form
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Update ticket
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Assign ticket page
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Review ticket page
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Audit ticket page
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Close ticket page
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Add sub product file page
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Sub product file edit page
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Add service records page
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Waiting approval
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Add service contract
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Review and edit service contract
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Response behavior template page
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Audit ticket page
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Back office guide - Declarations
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Option-Declaration page
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Option-General options-Employee department
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Option-General option-Customer category
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Options-General options-Unresolved ticket reasons
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Options-General options-Telephone ip
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Options-Location control-Area
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Options-Location control-Sub area
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Options-Location control-Zone
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Options-Access level-System platform
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Option-Access level-Role
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Options-Access level-Add resources
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Options-Access level-Permissions
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Options-Product-Product category
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Options-Product-Sub products
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Options-Product-Contents
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Options-Product-Parts
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Options-Auto assign ticket
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Options-Import file-Product category
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Options-Import file-Sub products
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Options-Import file-Customers
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Option-Import file-Contents
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Option-Import file-Parts
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Mobile app - Service engineer
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Chat page
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Open service record signature page
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Add approval request
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Approval requests page
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Not solved service record page
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Open service record page
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Accepted ticket page
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Review ticket page
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New ticket notification
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Assigned tickets page
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Dashboard page
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Start page
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Profile page
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Change fonts page
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Change color page
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Change password page
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Change email page
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Settings page
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Sign up page
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Home page
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Login page
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Add contracted customer form
Estimated reading time:
This is used to add new contracted customer, to add a new contracted customer you'll need to insert their information in the required fields.
The information required to be inserted to enter a new contracted customer are:
- Customer number field: this field will be read only, and it will contain the unique id for that new added customer.
- Customer name field: here the admin enters the new contracted customer's name.
- Customer fax no.: Here the admin needs to insert the fax number of the customer.
- Customer P.O.Box: here the admin enters the post office box number of the customer.
- Office number field: here the admin enters the customer's office number.
- Contact name: here the admin enters the name of the person we're on contact with in from the customer side.
- Customer email: here the admin enters the email of the contracted customer.
- Customer address: here the admin enters the full address of the contracted customer.
- Customer mobile number: Here the admin inserts the mobile number u00a0 of the customer.
- Customer category: here the admin enters the category of the customer, he could be a bank, a company, an association, or etc...
- View and hide button: this button views and hides the customer telephones list view.
- Delete button: this button is used to delete a telephone number form the telephones list.
- Add button: this button is used to add a new record for the telephone number, in case there were more alternative telephone numbers.
- Name field: this field contains the name of the telephone owner.
- Telephone field: this field will contain the phone number for that customer name.
- Add button: the admin presses this button when he inserts all the previous required information, after pressing the add button the system check for missing required information and if there were any duplicated information.
- Clear all button: the admin presses this button in case he wanted to clear all the inserted information in the add form previously.
Last update: 02/08/2021
Views: 356
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