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John Cardinal
2022-01-27 22:10:11 +00:00
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docs/8.0/ayanova/docs/head-offices.md
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@@ -85,7 +85,7 @@ These fields are pre-labeled as "Business", "Fax", "Home", "Mobile", "Pager" how
#### Contract expires
You can select a [Contract](svc-contracts.md) for a Head Office in AyaNova and it will automatically be applied to Work orders, Quotes and Preventive maintenance orders when the Customer selected on those objects has this Head office selected.
You can select a [Contract](svc-contracts.md) for a Head Office in AyaNova and it will automatically be applied to Work orders, Quotes and Preventive maintenance orders when the Customers of this Head office are selected on those objects.
Contracts are automatically selected based on the most specificity, so, for example when both a Customer and a Head Office each have a Contract, the Customer contract takes precedence for automatic selection on new work orders.
@@ -103,20 +103,6 @@ Head offices not set to Active will still show in older records but can not be s
Notes about this record for internal staff use. Notes can also be reported on if desired.
These notes are only visible in this form.
#### Service tech notes
Service tech notes are specific notes that display on work orders, quotes and preventive maintenance orders and are intended as a message to the service technician whenever they deal with this head office. Service tech notes will display as a dark blue alert box with an (i) info icon.
This field is commonly used to alert a _service technician_ to some unusual aspect of _providing service_ to this Customer, for example there may be special instructions for accessing the site or special requirements around billing or work practices such as safety protocols to follow, where to park etc.
#### Alert notes
Customer alert notes are displayed on work orders, quotes and preventive maintenance orders and are intended as a general purpose alert message to _any_ staff member whenever they deal with this head office.
Alert notes will display as an orange alert box with a triangular /!\ exclamation mark icon.
This field is commonly used to generally alert _all staff_ about an important issue regarding this head office. For example billing related issues such as "Credit hold - cash only".
#### 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.
@@ -139,7 +125,7 @@ Standard AyaNova object [Address control](ay-start-common-controls.md#address).
### Contacts tab
The Contacts tab is where you enter information about people associated with the Customer for both contacting purposes and for optionally allowing them to login to use AyaNova's head office self service features.
The Contacts tab is where you enter information about people associated with the head office for both contacting purposes and for optionally allowing them to login to use AyaNova's head office self service features.
See the [Contacts help page](cust-contacts.md) for more details.
@@ -147,23 +133,6 @@ See the [Contacts help page](cust-contacts.md) for more details.
In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Customer edit form also has these options:
#### Customer notes
#### Customers
Opens up the [head office notes](head office-notes.md) form for recording notes about the head office 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.
#### Work orders
This is a shortcut to create or view prior work orders for a head office and opens the [Work order list](svc-workorders.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this head office.
#### Customer Units
This is a shortcut to create or view prior Unit records for a head office and opens the [Unit list](svc-units.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this head office.
#### Quotes
This is a shortcut to create or view prior Quote records for a head office and opens the [Quote list](svc-quotes.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this head office.
#### Preventive maintenance
This is a shortcut to create or view prior Preventive maintenance records for a head office and opens the [PM list](svc-pms.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this head office.
This is a shortcut to create or view Customers for a head office and opens the [Customer list](customers.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show customers with this head office selected.