Actions:
Menu Items:
Enquiries... | Open enquiry file for customer. |
Appointments... | Open appointment file for customer. |
Quotations | Contains 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 Storage | Contains 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. |
Skype | Contains Skype commands. |
Print Correspondence Address | Label Print correspondence address label. |
Print Previous Correspondence Address Label | Print previous correspondence address label. |
Print Notepad... | Print notepad. |
Lock | Lock/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:
Call | Call customer on Skype. |
Chat | Chat to customer on Skype. |
Add | Add customer to Skype. |
Profile | View customer profile on Skype. |
Voicemail | Leave 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