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 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
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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 ...
Contacts for the Customer can be created from the Customer Contacts Tab.�These contacts can either be stored for information only, or linked to a Login to provide access to the Customer Portal.� For further information on How to allow access to the Customer Portal, please visit the following�How to allow access to the Customer Portal. From the Contact tab within the Customer section, select the +Create New. This will bring up the Create Customer Contact Screen, where details of the Conta
Contacts for the Customer can be created from the Customer Contacts Tab.�These contacts can either be stored for information only, or linked to a Login to provide access to the Customer Portal.� For further information on How to allow access to 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 ...
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 ...
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, ...