From b0d47e36b2fcb4ace5bae4e1a9f866272f5dc80f Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Fri, 1 Apr 2022 20:04:52 +0000 Subject: [PATCH] --- devdocs/todo.txt | 6 +-- docs/8.0/ayanova/docs/customer-notes.md | 56 ++++++++++++++++++++++++- docs/8.0/ayanova/docs/customers.md | 3 +- 3 files changed, 58 insertions(+), 7 deletions(-) diff --git a/devdocs/todo.txt b/devdocs/todo.txt index 03eeac5c..a96de9c4 100644 --- a/devdocs/todo.txt +++ b/devdocs/todo.txt @@ -870,9 +870,7 @@ Current v8 docs home: https://www.ayanova.com/docs/next BUILD 8.0.0-beta.4 CHANGES OF NOTE -- No need to erase db will update schema automatically and add new translations -- Windows single install upgrade not supported / tested, will likely need changes to keep the db but update the code, I'm working on it now -- Import utility implemented properly administration->Import - documented fully +- Customer user documentation written +- diff --git a/docs/8.0/ayanova/docs/customer-notes.md b/docs/8.0/ayanova/docs/customer-notes.md index 07cc999c..4e0de41d 100644 --- a/docs/8.0/ayanova/docs/customer-notes.md +++ b/docs/8.0/ayanova/docs/customer-notes.md @@ -1,3 +1,55 @@ -# CUST-CUSTOMER-NOTES +# Customer notes -![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg) +Customer notes are used to enter information about the Customer available to other users. + +Notes are dated, reportable, searchable and taggable. + +Customer notes are helpful for keeping track of important details about a Customer or summaries of interactions or discussions with Customers that need to be available to other users. + +Customers appreciate it when their service company staff are all aware of any important details about them and customer notes can be helpful in providing that extra level of service. + +## Authorization Roles required + +This form is available to User's with the following [roles](ay-biz-admin-roles.md): + +Full access + +- Accounting +- Business administration +- Service manager +- Sales + +Read only access + +- Business administration - restricted +- Service manager - restricted +- Service technician +- Sales - restricted + +## How to access customer notes + +Customer notes are accessed from the Customer form [Customer notes](customers.md#customer-notes) menu option. + +## Customer notes data table + +The Customer notes [data table](ay-start-form-data-tables.md) lists all the customer notes available, provides the '+' link to create a new customer note and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). + +## Customer notes edit form + +The Customer edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: + +#### Customer + +The Customer this note is about with a link back to the Customer form. + +#### Notes + +Multi line notes field. + +#### Note date + +Defaults to the moment the record was created but can be edited. + +### Menu options + +The [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) including reporting. diff --git a/docs/8.0/ayanova/docs/customers.md b/docs/8.0/ayanova/docs/customers.md index 05cca1f0..64926713 100644 --- a/docs/8.0/ayanova/docs/customers.md +++ b/docs/8.0/ayanova/docs/customers.md @@ -153,7 +153,8 @@ 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. #### Work orders