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2022-04-04 19:47:15 +00:00
parent 478b5b3310
commit 47b35a4333
19 changed files with 238 additions and 23 deletions

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@@ -20,6 +20,10 @@ Read only access
- Service technician
- Sales - restricted
## Import / Export
Customers can be [imported](adm-import-customer.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
## How to access customers
Customers are accessed in the following ways:
@@ -99,7 +103,8 @@ See the [Contract documentation](svc-contracts.md) for further details.
#### Active
Customers that are set to Active can be selected on new Work orders and other objects that use customers.
Customers that are set to Active can be selected on new Work orders and other objects that use customers.
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.
#### General notes
@@ -127,7 +132,7 @@ If the form has been [customized](ay-customize.md) and [custom fields](ay-custom
#### Tags
Optional [tags control](ay-start-form-tags.md) for categorizing and notification [filtering](home-notify-subscriptions.md#tags).
Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
#### Wiki
@@ -153,7 +158,7 @@ In addition to the [common edit form menu options](ay-start-edit-forms.md#common
#### Customer notes
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.
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.
This can be used for any purpose but is often used for recording notes about interactions with the Customer for future reference purposes.