Customers: from A to Z Presenter: Mellissa Robinson May 4, 2017

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Presentation transcript:

Customers: from A to Z Presenter: Mellissa Robinson May 4, 2017 Sending questions to: Support@SedonaOffice.com

Items to be covered: Customer Structure and Setup Customer Recurring Customer Site Copy Customer Equipment List

Master Account Structure

Regular Customer Structure

The Customer

Customer Name Formatting

The Customer

Bill To

The Site

The Site: Change Bill To

The System

The System Recurring

Recurring

System Equipment

System Equipment Edit

System Equipment Install and Removal

System Equipment History

System Notes & Comments

System: Service Ticket

System: Printed Service Ticket

Copy a Customers Site

Coping a Customers Site Important Notes: Before performing a Site Copy, make certain the original Customer's Site(s) and System(s) that are to be copied are not Inactive. If the original Customer has previously been canceled, you will need to reactivate the account first. Once the Site Copy has been performed, you will go back and inactivate/cancel the Customer manually. Before using this function, make certain that all Tickets on the canceled customer record have been closed; otherwise any open tickets will be moved to the new customer. Financial information is not copied to the new customer including invoices/payment history or recurring lines. When a Site copy is performed and the User selects to copy the canceled customer’s System information, the contract information from the previous customer is copied into the new customer and will need to be edited to pertinent to the new customer.

Coping a Customers Site

Coping a Customer Site

Customer Site Copy Complete