case 4237

docs/8.0/ayanova/docs/customers.md

@@ -4,21 +4,21 @@ The Customers [form](ay-start-form-overview.md) is used to edit your business Cu
 
 ## Authorization Roles required
 
-Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
+Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
 
 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
 
@@ -28,9 +28,9 @@ 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
 
@@ -92,9 +92,9 @@ 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
 
@@ -102,7 +102,6 @@ You can select a [Contract](svc-contracts.md) for a Customer in AyaNova and it w
 
 #### Contract expires
 
-
 When a Contract is selected the `Contract expires` field will be visible. This field controls the time period for which a contract is considered valid and once this date has passed the Contract will no longer be automatically applied.
 
 See the [Contract documentation](svc-contracts.md) for further details.
@@ -160,8 +159,14 @@ See the [Contacts help page](cust-contacts.md) for more details.
 
 ### Menu options
 
+![customers menu](img/customers-menu.png)
+
 In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Customer edit form also has these options:
 
+#### New Work order
+
+Click on this option to directly start a new work order with this Customer selected.
+
 #### 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.