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2022-01-27 20:43:43 +00:00
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@@ -146,3 +146,18 @@ Standard AyaNova object [Address control](ay-start-common-controls.md#address).
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.
See the [Contacts help page](cust-contacts.md) for more details.
### Menu options
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
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.
#### Work orders
This is a shortcut to create or view prior work orders for a customer and opens the [Work order list](svc-workorders.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show work orders for this customer.