Client Management                               Customer Explorer                               Customer Structure

Customer Structure

Sites

When highlighting the Sites menu option from the customer tree, the Active Pane will display a list of all Site records that exist for the Customer.

Expanding the tree of a single site will display a list of Site Tree Options.  Click on the links below for details on each Site Tree Option.

Systems

Contacts

Credit Memos

Documents

Inspections

Invoices

Jobs

Notes

Recurring

Recurring Master Items

Service

Group Tickets

When right-clicking on the word Sites from the customer tree, a list of options are displayed.

Follow the links below for more information on each Sites Right-Click Option:
New Site                              Copy Site from Another Customer                              Refresh

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