docs/8.0/ayanova/docs/acc-travel-rates.md

@@ -25,8 +25,8 @@ Read only access
 
 Travel rates are accessed in the following ways:
 
-- From the `Accounting` navigation pane `Travel rates` item
-- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) any travel rate selection list on any other form where travel rates can be selected such as the Work order, Quote and Preventive Maintenance forms
+- From the `Accounting` navigation pane `Travel rates` item to open the Travel rates [data table](ay-start-form-data-tables.md) 
+- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any travel rate selection list on any other form where travel rates can be selected such as the Work order, Quote and Preventive Maintenance forms
 - From any [data table](ay-start-form-data-tables.md) column showing travel rates such as the [Work order list](svc-workorders.md)
 
 ## How travel rates work

docs/8.0/ayanova/docs/ay-start-edit-forms.md

@@ -50,6 +50,10 @@ AyaNova uses a grid system to automatically lay out the contents of the edit for
 
 In narrow view devices such as smart phones and small tablets AyaNova will display a single vertical column of all form fields. This expands up to 4 columns wide on the widest browser windows on wide screen devices such as a typical PC monitor.
 
+#### Customizable labels
+
+Nearly all static text displayed in AyaNova is customizable via the [Translation feature](adm-translations.md)
+
 #### Error and alerts
 
 ![edit form alert types image](img/edit-form-alert-types.png)
@@ -84,7 +88,7 @@ When the save button is disabled it means that there were no changes detected th
 
 The delete button permanently removes the record from the server. If the button is not present or grayed out it means there is insufficient rights to delete the object or it is not deleteable for other reasons indicated.
 
-If an object that is being deleted is found to be linked to other objects at the server, an error message will be returned indicating it is not deleteable due to this condition and which types of other objects this object is linked to in case the User wants to track down and remove all connections so they can delete this object.  For example attempting to delete a Customer that is selected on work orders.
+If an object that is being deleted is found to be linked to other objects at the server, an error message will be returned indicating it is not deleteable due to this condition and which types of other objects this object is linked to in case the User wants to track down and remove all connections so they can delete this object. For example attempting to delete a Customer that is selected on work orders.
 
 #### Report
 
@@ -106,9 +110,9 @@ Duplicate is particularly useful when creating a new object that shares many sim
 
 #### View on map
 
-Edit forms for objects with [address controls](ay-start-common-controls.md#address) will have a "View on map" menu item which when clicked will attempt to display the current objects location on a map provided there is enough information to determine the location. The most accurate location is had by entering the latitude and longitude into the fields provided in the "Street" address section however most map providers can match to a postal code or street address when required.  
+Edit forms for objects with [address controls](ay-start-common-controls.md#address) will have a "View on map" menu item which when clicked will attempt to display the current objects location on a map provided there is enough information to determine the location. The most accurate location is had by entering the latitude and longitude into the fields provided in the "Street" address section however most map providers can match to a postal code or street address when required.
 
-AyaNova can automatically fill in the latitude and longitude when using a supported device see the [address controls](ay-start-common-controls.md#address) documentation for details. 
+AyaNova can automatically fill in the latitude and longitude when using a supported device see the [address controls](ay-start-common-controls.md#address) documentation for details.
 
 For items that are mobile or may not have a street address such as a Customer unit in remote locations the latitude and longitude are provided for mapping and location purposes.
 

docs/8.0/ayanova/docs/ay-start-form-overview.md

@@ -30,6 +30,10 @@ The responsive display is dynamic which means it will adapt on the fly to the sc
 
 Some browsers and devices may not recognize a change of width and it may be necessary to refresh the page for the view to fully adapt in some cases. If you have to scroll a data table sideways hit refresh / reload in the browser.
 
+### Customizable labels
+
+Nearly all static text displayed in AyaNova is customizable via the [Translation feature](adm-translations.md)
+
 ### Main user interface components
 
 The overall AyaNova user interface consists of three main components:

docs/8.0/ayanova/docs/customers.md

@@ -1,22 +1,129 @@
-# CUST-CUSTOMERS Placeholder
+# Customers
 
-[UNDER CONSTRUCTION]
+The Customers [form](ay-start-form-overview.md) is used to edit your business Customers.
 
+## Authorization Roles required
 
+This form is available to User's with the following [roles](ay-biz-admin-roles.md):
+
+Full access
+
+- Accounting
+- Business administration
+- Service manager
+- Sales
+
+Read only access
+
+- Business administration - restricted
+- Service manager - restricted
+- Service technician
+- Sales - restricted
+
+## How to access customers
+
+Customers are accessed in the following ways:
+
+- From the `Customers` navigation pane `Customers` item to open the Customers [data table](ay-start-form-data-tables.md)
+- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer selection list on any other form where customers can be selected such as the Work order, Quote and Preventive Maintenance forms
+- From any [data table](ay-start-form-data-tables.md) column showing customers such as the [Work order list](svc-workorders.md)
+
+## How customers work
+
+### Selecting
+
+Customers are selected in many places in AyaNova including [Serviceable Customer Units](svc-units.md) on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive Maintenance](svc-pms.md) orders.
+
+### Retiring
+
+When a Customer is no longer required it should be set to inactive by un-checking it's Active checkbox so it is not offered for selection on new records.
+
+## Customer data table
+
+The Customers [data table](ay-start-form-data-tables.md) lists all the customers available and access to data table [common menu options](ay-start-form-data-tables.md#common-menu-options).
 
 ## Customer edit form
 
 The Customer edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
 
+#### Name
+
+This is the name of the customer as it's displayed in forms and reports. This is also the primary identifier when searching for a customer to select in [autocomplete](ay-start-form-autocomplete.md) lists. A customer name must be unique from all other customers entered.
+
+Keep in mind that this is the Name that Customers will see on reports if provided to them.
+
+This is the only **required** field on the Customer form. All other fields are optional.
+
+#### Account number
+
+Provided for reference or connecting to another applications matching account number for this customer.
+
+#### Web address
+
+Web site address in an [URL control](ay-start-common-controls.md#url) for entry or opening.
+
+#### Email
+
+Email address in an [Email control](ay-start-common-controls.md#email) for entry or opening.
+
+#### Phone fields
+
+Five phone contact number fields are provided as [Phone controls](ay-start-common-controls.md#phone) for entry or dialing on supported devices.
+
+These fields are pre-labeled as "Business", "Fax", "Home", "Mobile", "Pager" however as with all AyaNova form field labels they can be [changed](adm-translations.md) to labels appropriate for your business.
+
+#### Bill Head office
+
+If this Customer has a [Head office](head-offices.md) checking this box will cause AyaNova to use the Head Office mailing address on Work orders, Quotes and Preventive Maintenance orders.
+
+#### Head office
+
+The [Head office](head-offices.md) feature of AyaNova is a way to group Customers under a common entity.  
+
+Head offices have several purposes in AyaNova:
+
+- Billing purposes when the bill should go to the Head office for work performed for that Customer
+- [Customer access](adm-global-settings.md#customer-access-settings) self-service features.  A Head office [Contact](cust-contacts.md) can use all the Customer access features for all Customers who have their Head office selected depending on the permissions granted.
+- Grouping purposes for management reporting in AyaNova
+
+
+#### Active
+
+Rates that are set to Active can be selected on new Work orders and other objects that user customers.  
+Rates not set to Active will still show in older records but can not be selected for new records; this is how you retire a customer from use.
+
+#### Notes
+
+Notes about this record for internal use. Notes can also be reported on if desired.
+
+#### Custom fields
+
+If the form has been [customized](ay-customize.md) and [custom fields](ay-customize.md#custom-fields) enabled for this object they will display here.
+
+#### Tags
+
+Standard AyaNova object [tags control](ay-start-form-tags.md).
+
+#### Wiki
+
+Standard AyaNova object [wiki control](ay-start-form-wiki.md).
+
+#### Attached files
+
+Standard AyaNova object [attachments control](ay-start-form-attachments.md).
+
+000000000000000000000000000000000000000000000000000000
 
 ### Contacts tab
+
 (there is a link to here from cust-contacts)
 
 #### Name
 
-
 #### Alert notes
-(keep this  and expand for link from ay-start-edit-forms alerts section)
+
+(keep this and expand for link from ay-start-edit-forms alerts section)
 
 #### Service tech notes
-(keep this  and expand for link from ay-start-edit-forms alerts section)
+
+(keep this and expand for link from ay-start-edit-forms alerts section)