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Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 8/6/2014 2:34 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2397
Template/Type: Other Documentation
Title/Caption: Tech - Customers & Contacts
Start Date: 12/21/2009
Main Status: Active
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 

Notes:
Tech – Current Customer Contacts & Additional Customers Tables
(Please see scan in photo gallery)

Customer & Parts:
- Lowest common denominator
- *Key – How do you buy? Buy by ____
- How do you want to sell this? Sell by ____
- Conversion type
- In specific
- Out random
Changed Additional contact to Additional Contact/Address Info:
Customers:
- Additional contact info
- Maybe add default tie-ins
- May show additional customer drill-downs
- Default salesperson per customer
o Additional add setting
o Settings
o Name
o Address
o Phone: cell, work, home, fax
o Notes