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@@ -6,9 +6,9 @@ The Customers [form](ay-start-form-overview.md) is used to edit your business' C
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Customers can be selected in AyaNova in the following places:
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- [Purchase Order "Drop ship to Customer"](inv-purchase-orders.md#drop-ship-to-customer)
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- [Unit "Customer"](svc-units.md#customer)
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- [Work order / Quote / PM item "Customer"](svc-workorders.md#customer)
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- [Purchase Order "Drop ship to Customer"](inv-purchase-orders.md#drop-ship-to-customer)
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- [Unit "Customer"](svc-units.md#customer)
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- [Work order / Quote / PM item "Customer"](svc-workorders.md#customer)
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## Authorization Roles required
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@@ -16,17 +16,17 @@ Many roles can _select_ this object on other records where approriate. Editing o
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Full access
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- Accounting
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- Business administration
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- Service manager
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- Sales
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- Accounting
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- Business administration
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- Service manager
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- Sales
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Read only access
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- Business administration - restricted
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- Service manager - restricted
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- Service technician
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- Sales - restricted
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- Business administration - restricted
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- Service manager - restricted
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- Service technician
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- Sales - restricted
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## Import / Export
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@@ -36,9 +36,9 @@ Customers can be [imported](adm-import-customer.md) into AyaNova and [exported](
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Customers are accessed in the following ways:
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- 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)
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- 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
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- From any [data table](ay-start-form-data-tables.md) column showing customers such as the [Work order list](svc-workorders.md)
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- 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)
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- 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
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- From any [data table](ay-start-form-data-tables.md) column showing customers such as the [Work order list](svc-workorders.md)
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## How customers work
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@@ -100,9 +100,9 @@ The [Head office](head-offices.md) feature of AyaNova is a way to group Customer
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Head offices have several purposes in AyaNova:
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- Billing purposes when the bill should go to the Head office for work performed for that Customer
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- [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.
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- Grouping purposes for management reporting in AyaNova
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- Billing purposes when the bill should go to the Head office for work performed for that Customer
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- [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.
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- Grouping purposes for management reporting in AyaNova
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#### Contract
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@@ -196,3 +196,9 @@ This is a shortcut to create or view prior Quote records for a customer and open
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#### Preventive maintenance
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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.
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#### Send email
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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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