From c37254adb129ae4769b7b2f87986b7c3e0e7c0ab Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Tue, 9 May 2023 23:00:56 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/customers.md | 40 ++++++++++-------- .../ayanova/docs/img/menu-item-send-email.png | Bin 0 -> 1767 bytes 2 files changed, 23 insertions(+), 17 deletions(-) create mode 100644 docs/8.0/ayanova/docs/img/menu-item-send-email.png 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 0000000000000000000000000000000000000000..01f37f8ba81fcde1b0ac0d9ba71ee5137f8186c7 GIT binary patch literal 1767 zcmVPx#1ZP1_K>z@;j|==^1poj6GEhuZMd;}0<>lq#;^N=m-`w2X*4Ebl|Nr*(_TAmx z!^6Yw?(UC|k9Bo*etv$Tp`o&}vbwsun3$M`hK8xBsnpceprD}3%geE`v4@9;%*@P) zh=?H}A!1@;z`($-udhEpKbM!6O-)TECMGmAG_$j_+S=M@XJ;fNBrPp1E-o(8($eAK z;W9EZ@bK`AjEwQ|@mX0}Gcz-hk&*iP`h$amOiWDY=jUo_YAPx!+1c5@zrRLCMmae- zs;a6zJv}ioF=1h0dU|@~pK|w)m zY-~tKNTj5sR#sMac6PbBxoBu;m6esp$HzWCKE1uYJUl$7r>ApsbM5Wz!NI}o?Celb zP^_%1u&}UHR8&`2SEi<>wY9YdIEwoK000SaNLh0L01m?d01m?e$8V@)000F(Nkl@R#p3Z;ETXDfE0K2uiFh)llwOOQs#R-gc}0*|Q|?zvXAXWH6H={I_(+)N(E+MsG8Qonu{R8o@N4xOcBkZW!|$a%a9C; z-09=01Y64Tt<0x*DMLlp{+pVMfY$>Qg~k(80+CAPMO79Hs8F*3>LrhvWN`$a0o=d! z2zU@=(NHO2EKAlM@b6k2!LI#a@75!Tlbb0Ft&`yvHWHPz?B_@O z;LxyYJ%lDYXug&RM66qmfV@nDz+$(%6;XWrZ`!rtfXhw=N^H#0{~LixPR3Yc%C$i{ zZkp_O6y7zc^gky8C`;oIKBuC4)C0Trh|CH^j~@e^JfVsZWS<^SBG^0yczV!5s|;J+ zGaKw9Q^c|3Ha80K2osI-_?XNn0A6o50(LTHT;+Fu<2Tr>q7@;-e?D%*GikJ*ck#Mo zL$BTghqzSW3rrJ^g0xRL!-1w70p^i<9pFoJH@ema{3U$#0{dZtZ%_yP(Ka>G6GDRk z-*f49xjd6GX_L%xqaUG@j#|nVVz0?@>1$}BS1SPcE_b%rX;BBBVdVf^2=?Iwv31Yk z1-TX;;-u;c0Q9k}0_+O$5*!);hcLj$g#iJ-{rJzLB9)TcauNZh=mkfCc!f@TUAikP zX}I9>8+bzq4$0mDKnM2WE#LWej9||pHw$qI=j7Tphn}}^&Sjh4{LIyNWQzfOA4UYS zO^ygk0lYX{WPO~kAq4n=<8=jorf^}TOOn?d# z0t_`&$QRy}3xp(^JP0gs9`76ijdshpE0 z^TJSzWJDlmN&Zto>-jIrx}ab`bTn%|f{{6P?F521(4=XWd{P(?@Y1X}jQ?&GB^8>R z`c!Ec&(T8Pv{l4sO(1v&a(UqL`x>;Bg_??>ArpFt5b&#BkO66mvL1KZ-1-$j?G5oL z=tG6)GlFJF69|SgqKh$t2q-LF{LNGZTN1%9BolVtc_~UiZAg|UEw{>8@J!9RNg(q+UW-}ClSa!qQA;61VVf`1?Zho%AJZp zn6G+ZpLH9w;tL0YnFp6zE7E)f(~s};l9hEQ2O(Lxo$OD4Wr(Ee= zK9(?Jc|OG-ZrW)rD=!FUe9)*v(Q4!g!SKVa3Gsn}*7EX(00+X2EsClRL#vWk1PEdL zUp$hQ2CzDLM?f-+Lfly7j7Dp={2|c#2+{}wmqrk{G=hL7#NWQtC|mQe56%Dp002ov JPDHLkV1i4qO8@`> literal 0 HcmV?d00001