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 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.
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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 Area go to Main Menu > System Setup > Company > Areas.� The first option available is to Create New Top-Level Area. This will bring up the Create Area screen where the Area Name can be entered into the free text field e.g. Europe and a Area Code if required for information. If you are creating an Area which falls under another area details of the Parent Area will be populated by the system automatically.� Select the +Add button to select Person from the dropdown. A Cat
To create an Area go to Main Menu > System Setup > Company > Areas.� The first option available is to Create New Top-Level Area. This will bring up the Create Area screen where the Area Name can be entered into the free text field e.g. Europe and a ...
To add Contacts to a Site go to Main Menu > Sites > select required Site > Contacts. � Contacts can be stored for information only, or linked to a Login to provide access to the Customer Portal. List of existing Customer Contacts can be accessed from the dropdown list; make a selection and use the Add Contact to Site button to add the contact as a Site Contact;� �Selecting +Create New button, will bring up the Create Customer Contact screen where details of the Contact Name, Job Title
To add Contacts to a Site go to Main Menu > Sites > select required Site > Contacts. � Contacts can be stored for information only, or linked to a Login to provide access to the Customer Portal. List of existing Customer Contacts can be accessed from ...
To add Fields to an existing Report please go to Main Menu > System Setup > Report Setup > Report Types >�and select the required�Report > Fields > +New Field.� � Enter Label Text into the free text field. This is the text that will be used as the Label next to the dynamic field being created � The Name field will automatically populate with a name based on what is entered into the Label Text field.� Please ensure that Name Fields are updated accordingly on Telerik Report Designer,
To add Fields to an existing Report please go to Main Menu > System Setup > Report Setup > Report Types >�and select the required�Report > Fields > +New Field.� � Enter Label Text into the free text field. This is the text that will be used as the ...
To create Agent Contacts go to Main Menu > System Setup > Company > Agents > select required Agent > Contacts tab > +Create. The Name, Job Title, Telephone, Email, Fax and Mobile details of the Agent can all be typed into the free text fields. The Agents Contact�Login details that have been created for the Contact must be selected from the Login Dropdown to associate the Login with the user.� If a Login hasn�t been created but is required, it can be created by selecting the New Login
To create Agent Contacts go to Main Menu > System Setup > Company > Agents > select required Agent > Contacts tab > +Create. The Name, Job Title, Telephone, Email, Fax and Mobile details of the Agent can all be typed into the free text fields. The ...