1 / 7

cms2OE CollectionComments&Notes

Improve efficiency in order entry by receiving a warning when entering an invoice/work order/quote for a customer with a collection status. Quickly access collection notes with automatic pop-up fields.

rockyj
Download Presentation

cms2OE CollectionComments&Notes

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. cms2OE CollectionComments&Notes Cougar Mtn Professional VersionV2009

  2. cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process When entering an invoice/work order/quote and the customer has a collection status set, a warning is given on the screen that the customer is in collection. This requires that the customer number be looked up, the view option be selected to see what the collection notes are. This modification automatically pops up the collection comments fields and the notes box, to speed the order entry process

  3. cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process

  4. cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process

  5. How Can I Get the CMStotheMaxtm Products? You can get cms2OE_CollectionComments&Notes tm from your local Cougar Mtn Dealeror GPS Financial Services(aka CMStotheMAX.com and CougarMtnSupport.com) 13337 South Street #352 Cerritos, CA 90703 714 228-5444 Phone 800 531-2944 Fax sales@CMStotheMAX.com

  6. How Can I Get the CMStotheMaxtm Products? The ability to change the data in the collection comments or the notes is OK if you want to include this but I assumed that this would be display only Please color the boxes from the gray toupe to maroon so they will pop when displayed

  7. Other CMStotheMax Products cms2EM Email tm cms2AutoArchiver tm cms2EX Excel tm cms2AR UDF+ tm cms2AR AutoCreditHold tm cms2OE ShippingWgt-Cubetm cms2RRW Reportstm cms2R&R LearnCDtm cms2PR MaxPak’stm cms2PR CertifiedPR-Formstm cms2PR QckChgtm cms2PR mini-ContactMgrtm

More Related