CUSTOMERS - Communications / Credit Cards Tab

Send and track emails, create internal notes, alerts and calendar entries, and attach files for a Customer record

 

• Refresh to load any Communications that may have been created since last refresh and that may not be displaying
• Communication List Filters / Search / Customization -see Customers List Filters
• Export Communications in Excel (.xlsx only) or CSV format - see Customers - Export
• Create Note (Communication / Attachment) for this Customer (to create a Communication / Attachment for a specific Address / Ship To, use the Addresses > Communications subtab)
  • option to Insert Date/Time
  • Add Attachment(s) of any file type which will copy the file to C:\ProgramData\Spire\media
    • to centralize these files, there is the option to Migrate them onto the Spire Server in C:\ProgramData\Spire\media\(database name)
      • Tools > Migrate Files

                                 

                             

•   Add Link for a URL or file not in the centralized location mentioned above
• Open Related (in this case, the Customer record)
• Mark Completed to insert the current logon date in the Completed Date field so this alert no longer pops up if you don’t want to delete it
• enter Subject
• select Type from a preset list or Add one on-the-fly from the browse list
• enter the message in the body
• Assigned To - any user in the system or leave blank for ‘Unassigned’
• Due Date (triggered by system date, not logon date) - schedule the message to:
  • popup at the Assigned User’s logon
    • view all scheduled Alerts in Tools > View Notes Due Today
  • display a yellow banner when this Customer record is opened
  • display on the Assigned User’s Calendar where the Communication can be accessed, with view options:
    • Show Modules to select which originating Module(s) to display (from modules you currently have access to)
    • Show Users to select which User’s entries you wish to see in your Calendar if User Setting View All Calendars is checked

                       

• • • • each User’s entries will be a different colour
    • Show Unassigned to see entries not assigned to a User (will show in black)
    • Show Completed to display all Calendar entries marked as Completed
  • Number - optionally sequence the communication, for sorting in Filters and Reports
  • Completed Date - enter any date to discontinue this alert or click on Mark Completed to insert the current logon date
  •   Print - to print this message on a Sales Order form for this Customer, select from the dropdown

                   
       

• • Alert will:
    • cause a red banner to display when this Customer record is opened or used in a Sales Order

• •   Save / Save and Close / Save and Create New

• the Communication will also display here in the Communications module, where you have access to the following:
  • Open Related (Customer record)
  • Mark Completed to stop the Alert if you don’t want to delete it
  • right-click in the list to access the Context Menu

                               

• • Create Email attachment for this Customer
  • Edit the selected Communication
  • Delete the selected Communication(s)
  •   Print reports (see Reports) on the selected Communication(s)
  • right-click to access the Context Menu:
•            

 

• • Note that the colour of the banner displayed indicates the ‘status’ of the note:

    • Yellow - a date has been entered
    • Red - ‘Alert’ has been checked
    • Blue - no date has been entered, and ‘Alert' has not been checked

Credit Cards tab

If you have activated a link to Integrated credit card processing (see Installation / Setup - Integrations - Payfirma / Payfacto), all credit cards entered into transactions processed will display the last four digits here, read from an external secure site, and can be accessed for payment transactions in Sales or Accounts Receivable.