docs/8.0/ayanova/docs/customers.md

@@ -46,6 +46,8 @@ The Customers [data table](ay-start-form-data-tables.md) lists all the customers
 
 The Customer edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
 
+### Customer tab
+
 #### 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.
@@ -78,23 +80,46 @@ If this Customer has a [Head office](head-offices.md) checking this box will cau
 
 #### Head office
 
-The [Head office](head-offices.md) feature of AyaNova is a way to group Customers under a common entity.  
+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.
+- [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
 
+#### Contract
+
+#### Contract expires
+
+You can select a [Contract](svc-contracts.md) for a Customer in AyaNova and it will automatically be applied to Work orders, Quotes and Preventive maintenance orders.
+When a Contract is selected the `Contract expires` field will be visible. This field controls the time period for which a contract is considered valid and once this date has passed the Contract will no longer be automatically applied.
+
+See the [Contract documentation](svc-contracts.md) for further details.
 
 #### 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.
+Customers that are set to Active can be selected on new Work orders and other objects that user 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.
 
-#### Notes
+#### General notes
 
-Notes about this record for internal use. Notes can also be reported on if desired.
+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 customer. 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 customer.
+
+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 customer. For example billing related issues such as "Credit hold - cash only".
 
 #### Custom fields
 
@@ -112,18 +137,12 @@ Standard AyaNova object [wiki control](ay-start-form-wiki.md).
 
 Standard AyaNova object [attachments control](ay-start-form-attachments.md).
 
-000000000000000000000000000000000000000000000000000000
+### Address tab
+
+Standard AyaNova object [Address control](ay-start-common-controls.md#address).
 
 ### Contacts tab
 
-(there is a link to here from cust-contacts)
+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 customer self service features.
 
-#### Name
-
-#### Alert notes
-
-(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)
+See the [Contacts help page](cust-contacts.md) for more details.