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To start working with Customers, you should click on the Sales group in the navigation pane and select Customers view at the view list on the top. Using AvailSuite Customer module you can:
To create a customer, user can use any of the following methods:
- use the New Customer button on the toolbar;
- select New and then Customer in the File menu;
- fill a new row directly in the
Customer grid;
- double-click on a new row on the customer grid or on a white area below rows;
To complete editing of a new customer and add a new row on the customer grid, use the button with the + sign in the row navigator below the grid.
In order to see all important information about a customer, double-click on the customer record in the customer grid to open Customer detail screen. All information about invoices, payments, services schedules and performed can be found on the tabbed pages at the bottom of the detail screen. You can see the summary information (amounts invoices, paid, etc.) on the Statistics page.
While on the customer form, you can easily create a new order for the customer. Just click on the New Order button:
A new Order screen will be opened with all the customer information already pre-filled.
In order to review invoice and payment history for a customer, use Invoices and Payments pages at the bottom of the customer detail screen:
All the services you have provided to a Customer can be seen on the Tasks page at the bottom of the customer detail screen. Please, note that the currently scheduled tasks will also be displayed there, not just historical tasks.
All the customer-related expenses can be seen on the Expenses page at the bottom of the customer detail screen. You may add, edit, and delete expenses in the grid by opening popup menu (using right mouse button click) or by using grid's toolbar at the bottom.
All the customer's contracts can be seen on the Contracts page at the bottom of the customer detail screen. You may add, edit, and delete contracts in the grid by opening popup menu (using right mouse button click) or by using grid's toolbar at the bottom.
A default discount for a Customer can be set on the Misc page of the customer form. This discount will then be used on all new orders and invoices created for the customer.
Click here to read more about File Attachments.
AvailSuite provides a report that displays a list of customers who have not been served recently. The report is called Customer Activity Report. You can find it by opening the Reports group on the main form.
Running the report, define a period of time. AvailSuite returns a list of customers which the latest Order or the latest Task does not belong to the period defined.
AvailSuite allows you to add text notes to any customer. This might be useful to record phone calls, save customer satisfaction information, and to store any other important information regarding your customer.
In order to enter Notes, use the Notes page at the bottom of the customer detail screen. The system will also record who and when entered the note.
When you finished entering the notes, it is necessary to save the customer information by pressing Save or Save & Close button in order to save newly entered notes.
You can call your E-mail client program immediately from AvailSuite to send an E-mail to a Customer. For this purpose, use one of the following approaches.
- When the customer is selected in a grid (the grid of customers or any other grid where cu
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