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)