diff --git a/docs/8.0/ayanova/docs/customers.md b/docs/8.0/ayanova/docs/customers.md index 6d1f5d2e..7e817874 100644 --- a/docs/8.0/ayanova/docs/customers.md +++ b/docs/8.0/ayanova/docs/customers.md @@ -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). diff --git a/docs/8.0/ayanova/docs/img/menu-item-send-email.png b/docs/8.0/ayanova/docs/img/menu-item-send-email.png new file mode 100644 index 00000000..01f37f8b Binary files /dev/null and b/docs/8.0/ayanova/docs/img/menu-item-send-email.png differ