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@@ -6,9 +6,9 @@ The Customers [form](ay-start-form-overview.md) is used to edit your business' C
Customers can be selected in AyaNova in the following places:
- [Purchase Order "Drop ship to Customer"](inv-purchase-orders.md#drop-ship-to-customer)
- [Unit "Customer"](svc-units.md#customer)
- [Work order / Quote / PM item "Customer"](svc-workorders.md#customer)
- [Purchase Order "Drop ship to Customer"](inv-purchase-orders.md#drop-ship-to-customer)
- [Unit "Customer"](svc-units.md#customer)
- [Work order / Quote / PM item "Customer"](svc-workorders.md#customer)
## Authorization Roles required
@@ -16,17 +16,17 @@ Many roles can _select_ this object on other records where approriate. Editing o
Full access
- Accounting
- Business administration
- Service manager
- Sales
- Accounting
- Business administration
- Service manager
- Sales
Read only access
- Business administration - restricted
- Service manager - restricted
- Service technician
- Sales - restricted
- Business administration - restricted
- Service manager - restricted
- Service technician
- Sales - restricted
## Import / Export
@@ -36,9 +36,9 @@ Customers can be [imported](adm-import-customer.md) into AyaNova and [exported](
Customers are accessed in the following ways:
- From the `Customers` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customers` item to open the Customers [data table](ay-start-form-data-tables.md)
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer autocomplete list on any other form where customers can be selected such as the Work order, Quote and Preventive Maintenance forms
- From any [data table](ay-start-form-data-tables.md) column showing customers such as the [Work order list](svc-workorders.md)
- From the `Customers` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customers` item to open the Customers [data table](ay-start-form-data-tables.md)
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer autocomplete list on any other form where customers can be selected such as the Work order, Quote and Preventive Maintenance forms
- From any [data table](ay-start-form-data-tables.md) column showing customers such as the [Work order list](svc-workorders.md)
## How customers work
@@ -100,9 +100,9 @@ The [Head office](head-offices.md) feature of AyaNova is a way to group Customer
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.
- Grouping purposes for management reporting 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.
- Grouping purposes for management reporting in AyaNova
#### Contract
@@ -196,3 +196,9 @@ This is a shortcut to create or view prior Quote records for a customer and open
#### Preventive maintenance
This is a shortcut to create or view prior Preventive maintenance records for a customer and opens the [PM list](svc-pms.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this customer.
#### Send email
![send email](img/menu-item-send-email.png)
Send email directly to this customer via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address).

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