Customers
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- Manage Customers
- S.No.-Automatic table serial no.
- Name.-Customer name from table.
- S.No.-Automatic table serial no.
- Phone No.-Customer phone no from table.
- Email.-Customer email.
- Status.-Status active and inactive.
- Action.-View,edit,delete.
- Add Customer
- Name.-Add customer name .
- Phone No.-Add customer phone no.
- Email ID.-Add customer email id.
- Password.-Add customer Password.
- Billing Address.-Add customer billing address.
- Billing PO Box. -Add customer po box.
- Billing City. -Add customer billing city.
- Billing State.-Add customer billing state.
- Billing Postal Code. -Add customer billing postal code.
- Shipping Address.-Add customer shipping Address.
- Shipping PO Box. -Add customer shipping po box.
- Shipping City. -Add customer shipping city.
- Shipping State.-Add customer shipping state.
- Shipping Postal Code. -Add customer shipping postal code.
- Description.-Add description.
- Status.- Add status no and yes.
- Manage Customers
Leads
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- Manage Leads
- S.No.-Automatic table serial no.
- Lead No.-Automatic table lead no.
- Name.-Define name .
- Phone No.-Customer phone no from table.
- Status.-About status.
- Active.-Two category active/inactive.
- Action.-View,edit,delete.
- Add Lead
- Coustomer. – You can select customer name and add.
- Status.-You can select status and add.
- Lead Summary.-You can add lead summary.
- Manage Leads
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Appointments
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- Manage Appointments
- S.No.-Automatic table serial no.
- Appointments No.-Automatic table appointments no.
- Customer Name.-Define customer name from table.
- Phone No.-Customer phone no from table.
- Date.- You can see date.
- Status.-about status active and inactive.
- Action.-View,edit,delete.
- Add Appointment
- Coustomer. – You can select customer name and add.
- Date. – You can select date.
- Time. – You can add time.
- Status.-You can select status active and inactive.
- Description.-You can add description.
- Manage Appointments
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Projects
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- Manage Project
- S.No.-Automatic table serial no.
- Project Title.-Here is project title.
- Name.- You can see name.
- Priority. -You can see priority.
- Status.-You can see status.
- Active.-two category active/inactive.
- Action.-View,edit,delete.
- Add Project
- Project Title.-You can add project title
- Coustomer. – You can select coustomer and add.
- Status.- You can select status and add.
- Priority. – You can select priority and add.
- Project Summary.-You can add project summary.
- File No.1.-Here you can upload file1.
- File No.2.-Here you can upload file2.
- Active.-Select yes or no in avtive field.
- Manage Project
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Invoices
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- Manage Invoices
- S.No.-Automatic table serial no.
- Invoice No.-Automatic invoice no.
- Phone No.-You can see phone no.
- Payment Date. -You can see payment date
- Due Date. – You can see due date.
- Payment Status. -two category pending/complited.
- Action.- View,edit,delete, pdf download,send mail.
- Add Invoice
- Customer’s Name.- You can select coustomer name and add.
- Total cost. – You can add total cost.
- Payment Date.-You can select payment date.
- Due Date.-You can select due date.
- Payment status.-You can select payment status.
- Job Summary.-You can add job summary.
- Manage Invoices
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Quotation
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- Manage Quotations
- S.No.-Automatic table serial no.
- Quotations No.-Automatic quotations no.
- Customer Name.- You can see customer name.
- Phone No.-You can see phone no.
- Confirmed.-you can see confirmed avtive or inactive.
- Action.- View,edit,delete,send.
- Add Quotation
- Coustomer.- You can select coustomer name and add.
- Total cost. – You can add total cost.
- Turnaround Time.-You can select turnaround time.
- Confirmed.-You can select payment status.
- Job Summary.-You can add job summary.
- Job Description.-You can add job description.
- Manage Quotations
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Support
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- Tickets Management
- Ticket.No.-Automatic table ticket no.
- Create Date.- you can see date.
- Subject.- you can see subject.
- Priority.- you can see priority.
- Status.-you can see status.
- Action.- View,delete.
- Create Ticket
- Subject.- You can add subject.
- Customer Name.- You can select customer name.
- Ticket Summery.- You can add ticket summery.
- Confirmed.- You can select payment status.
- Priority.- You can select priority.
- File No.1.- Here you can upload file1.
- File No.2.- Here you can upload file2.
- Ticket Status.- You can select status open/close.
- Tickets Management
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Change Password
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- Change Password-You can change password.
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Mysettings
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- Mysettings-You can update mysettings fields.
- Change Invoice Logo.
- Address.
- Pobox.
- City.
- State.
- Postalcode.
- Weburl.
- Email id.
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