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@@ -20,6 +20,10 @@ Read only access
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- Service technician
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- Sales - restricted
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## Import / Export
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Customers can be [imported](adm-import-customer.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
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## How to access customers
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Customers are accessed in the following ways:
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@@ -99,7 +103,8 @@ See the [Contract documentation](svc-contracts.md) for further details.
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#### Active
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Customers that are set to Active can be selected on new Work orders and other objects that use customers.
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Customers that are set to Active can be selected on new Work orders and other objects that use customers.
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Customers 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.
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#### General notes
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@@ -127,7 +132,7 @@ If the form has been [customized](ay-customize.md) and [custom fields](ay-custom
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#### Tags
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Optional [tags control](ay-start-form-tags.md) for categorizing and notification [filtering](home-notify-subscriptions.md#tags).
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Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
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#### Wiki
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@@ -153,7 +158,7 @@ In addition to the [common edit form menu options](ay-start-edit-forms.md#common
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#### Customer notes
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Opens up the [customer notes](customer-notes.md) form for recording notes about the customer in a dated log format when the general Notes field is not enough.
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Opens up the [customer notes](customer-notes.md) form for recording notes about the customer in a dated log format when the general Notes field is not enough.
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This can be used for any purpose but is often used for recording notes about interactions with the Customer for future reference purposes.
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