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Contents-Customer call

The Customer call dialog is an extra screen where you can search for a customer or machine or add quick tasks. The screen shows you information about the chosen machine or customer. After that you can choose to:
 

  1. Enter a new order for machine or customer

  2. Enter a new project for machine or customer

  3. Add quick tasks to a machine or customer

 

This screen can be reached by pressing F6 no matter where you are in the system, or select Customer->customer-call from the menu. Note! When pressing F6 whenever a customer-,machine- or contract screen window are open, automatically the customer/machine information will be field in. The Customer call dialog is an extra function, but you can also use the order- and project module as normal

 

  • How to search for a customer?

  • How to search for a machine?

  • How to add a new order or project?

  • How to register quick tasks

  • Field description for Customer call

  • How to register quick tasks

  • How to use Project Template

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