Customer Files�can be uploaded into a Folder structure which can be personalised to each Customer.�To create a New Folder, the Folder Name can be entered into the�New Folder Name�Field, followed by selecting the CreateFolder button.� The user can then Upload Files by opening the required folder, and selecting the Upload File button.�This will bring up the Add File screen, where the Name and Description of the files can be entered into the free text fields. Ticking the Is Public�checkbox,
Customer Files�can be uploaded into a Folder structure which can be personalised to each Customer.�To create a New Folder, the Folder Name can be entered into the�New Folder Name�Field, followed by selecting the CreateFolder button.� The user can then Upload Files by opening the required folder, and selecting the Upload File button.�This will bring up the Add File screen, where the Name and Description of the files can be entered into the free text fields. Ticking the Is Public�checkbox,
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Files can be uploaded into a Folder structure which can be personalised to a specific Site. To do so go to�Main Menu > Sites > select required Site > Files. � To create a New Folder, the Folder Name can be entered into the New Folder Name Field, followed by clicking on Create Folder button.�The user can upload files by selecting a folder, then using the Upload File button.�This will bring up the Add File menu, where the Name and Description of the files can be entered into the free text fields
Files can be uploaded into a Folder structure which can be personalised to a specific Site. To do so go to�Main Menu > Sites > select required Site > Files. � To create a New Folder, the Folder Name can be entered into the New Folder Name Field, ...
To add a file to a Category go to Main Menu > Categories >�select required�Category > Files.� Files�can be uploaded into a Folder structure which can be personalised.�To create a New Folder, entered a name into the New Folder Name field. Follow by selecting Create Folder button.� To upload files, open the required folder and select Upload File button. This will bring up the Add File screen where the Name and Description of the files can be entered into the free text fields.
To add a file to a Category go to Main Menu > Categories >�select required�Category > Files.� Files�can be uploaded into a Folder structure which can be personalised.�To create a New Folder, entered a name into the New Folder Name field. Follow by ...
To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can be selected from the Dropdown Menu. By Selecting the Symbol an Area where the Site is Located can be selected. New Areas can be created from System Setup > Company > Areas.� The Division�dropdown, will list all existing Divisions.
To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can ...
New Customers can be added to Kinetic from Main Menu > Customers > +Create.� Selecting the Create button will bring up the Create Customer Screen where details of the Customer Name,�and Account Code can be entered into the free text fields. If an Agent is to be associated with the Customer then the Agents name can be selected from the Dropdown menu.� The�Notes field is used to store notes on the Customer for information only. If there are�Divisions�created in the System, these wi
New Customers can be added to Kinetic from Main Menu > Customers > +Create.� Selecting the Create button will bring up the Create Customer Screen where details of the Customer Name,�and Account Code can be entered into the free text fields. If an ...
To create an Agent go to Main Menu > System Setup > Company > Agents > +Create. Enter Agents Name, Account Code and any Notes into the free text field. Selecting the Address�book button will bring up the Address Search page where a new address can be typed into the Address Line fields or alternatively the user can start typing into the Search Field to find any existing addresses in the system. � An Agent can be Archived if they are no longer required by selecting the Archived checkbox.
To create an Agent go to Main Menu > System Setup > Company > Agents > +Create. Enter Agents Name, Account Code and any Notes into the free text field. Selecting the Address�book button will bring up the Address Search page where a new address can be ...