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Customer Actions

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Actions:

 

Menu Items:

Enquiries...Open enquiry file for customer.
Appointments...Open appointment file for customer.
QuotationsContains customer quotation commands.
Storage...Open storage file for customer.
Self Storage...Open self storage file for customer (will only appear when self storage module is installed).
Archive StorageContains customer archive storage commands (will only appears when archive module is installed).
Inventories...Open inventory file for customer.
Crate Hire...Open crate hire file for customer (will only appear when crate hire module is installed).
Accounts...Open account file for customer.
Correspondence...Open correspondence file for customer.
Follow-Ups...Open follow-up file for customer.
Repository Documents...Open repository document file for customer.
Claims...Open claim file for customer.
Complaints...Open complaint file for customer.
Create New Email...Create new email.
Create New Email (Other)...Create new email using other email.
SkypeContains Skype commands.
Print Correspondence Address Label        Print correspondence address label.
Print Previous Correspondence Address LabelPrint previous correspondence address label.
Print Notepad...Print notepad.
LockLock/Unlock customer form.

 

 

Actions - Quotations:

 

Menu Items:

Inland...Open inland quotation file for customer.
Hourly...Open hourly quotation file for customer.
European...Open european quotation file for customer (will only appear when shipping module is installed).
International...Open international quotation file for customer (will only appear when shipping module is installed).
Trade...Open trade quotation file for customer (will only appear when shipping module is installed).
Commercial...Open commercial quotation file for customer (will only appear when commercial module is installed).
Storage...Open storage quotation file for customer.
Self Storage...Open self storage quotation file for customer (will only appear when self storage module is installed).

 

 

Actions - Archive Storage:

 

Menu Items:

Items...Open item file for customer.
Item Summary...Open item summary file for customer.
Contents...Open content file for customer.
Dockets...Open docket file for customer.
Locations...Open location file for customer.

 

 

Actions - Skype:

 

Menu Items:

CallCall customer on Skype.
ChatChat to customer on Skype.
AddAdd customer to Skype.
ProfileView customer profile on Skype.
VoicemailLeave voicemail for customer on Skype.

 

Toolbar:

Open quotation file for customer.
Open storage file for customer.
Open self storage file for customer.
Open crate hire file for customer.
Open account file for customer.
Open correspondence file for customer.
Open follow-up file for customer.
Open repository document file for customer.
Open claim file for customer.
Open complaint file for customer.

 


Page url: http://help.moveadminister.co.uk/customeractions.htm