Introduction The Customer:Job Form – Tax Info Tab is used to store a variety of tax information regarding the customer. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job button. Customer:Job Form – Tax Info Tab – Field & Button Definitions Sales Tax Information – …
Introduction The Aptora Mobile II – Add Customer:Jobs has been designed to include corresponding tabs displayed on the “Customer” form in Total Office Manager. These data view options are displayed across the “Customer:Add” field on the “Customer” form. When completing information for the first time, click the “Add” button in the upper right corner to …
Introduction The Job Types List form is hierarchal in nature and allows users of Total Office Manager to create their own structure to match their particular industry. Enter a word or phrase you want to use to categorize the job you are performing for the customer in this list. Form Access From the main menu, …
Introduction The Customer:Job List is used to manage all customers and jobs. It is the central information center for customers within Total Office Manager. Within the Customer:Job List, users have the ability to sort by active and inactive individuals and create filters or Smart lists to customize the window. Form Access From the main menu, …
Job Information Tab The Job Info tab of the Customer:Job form is used when a particular job has enough significance to merit it’s own record above and beyond a basic work order. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job button. Field and Button …
Introduction The Customer:Job Form – Additional Info Tab is used to store a variety of miscellaneous customer information on the overall Customer:job record. This is also where the control of pop-up notes for the customer is located. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New …
Introduction This topic will cover setting up, adding, editing, deleting, and making a Customer:Job Sub Account (Child Account). Usage You can add children or sub accounts to any Customer:Job. This may be useful when you wish to setup a corporate office and all of its individual stores. It could also be used to enter job …
Introduction The Payment Info tab of the Customer:Job form is used to specify default customer payment information. This is where to control pop-up notes for the customer, and where to place delinquent customers on credit hold. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job …
Introduction The Customer:Job form is used to setup new customers or to create new jobs for existing customers. It holds the contact and general information for those specific customers or particular jobs. To get the most out of Total Office Manager, it is strongly recommended to use Title Case when entering data in the program …
Introduction The Customer:Job Form – Contacts Tab is used to record additional contacts for the customer. These records store electronic contact information only, not postal information. An unlimited number of additional contact records can be stored in the Contacts tab. The Caller ID feature scans these entries just as other contacts in the program. Form …
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