See also: Display Accounts
Clicking this button displays a dialog box that allows you to link directly into the CRM system to perform one of the functions listed below. Select one of the following items from the list:
CRM: CRM gives you access to the CRM record Maintenance menu, where you can create or amend company, customer or vehicle records.
Today's-contacts: This option lists all the outstanding contacts for the ID of the user currently selecting the option.
Customer or Company: This option gives you access to the linked CRM record.
Note: This depends on the type of CRM record to which the selected Sales Ledger account is linked. If the account is not linked to a CRM company or customer record, this option does not appear.
Create-contact: This option is only available if the account is linked either directly to a customer or to a company which in turn has customer records linked to it, (in which case you are asked to identify the customer for which you want to create the contact). A new contact record is opened in which the details of any contact may be entered, and a course of follow-up action defined. Using this feature allows all other members of staff who utilise the CRM system to be aware of any issues relating to the selected account.
Clicking the Print button produces a print of the currently selected account. These prints are only released to the printer upon exiting the Display account option.
Click the Casefile button to review the casefile notes of the currently selected account. Casefile details include such items as notes on an individual, outstanding contacts raised, low credit level and whether the account is on stop.
Click the Quickmail button to send an E-mail to other users regarding a problem with a particular transaction. The format of the E-mail messages is controlled by the ADP standard format stationery layout code KQM or user-defined alternative UQM, (U denoting user-defined as opposed to ADP standard). To this pre-formatted message you can add further individual text, as well as define the user or users to whom the mail is directed. For more details on the functionality of E-mail, see the System Utilities on-line help.
