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en:mr_aru_reskontro [2021/09/01 20:13]
jane [5.1Filtering options]
en:mr_aru_reskontro [2021/09/16 15:49]
jane [5.2. Using the customer's internal comment]
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 {{:​et:​jane20210901-201247.png}} \\ {{:​et:​jane20210901-201247.png}} \\
 Picture(8) Picture(8)
 +
 +
 +==== 5.2. Using the customer'​s internal comment ​ ====
 +
 +The customer'​s internal comment field has been added to the sales ledgers. It can be used as needed.
 +
 +As an option, information on overdue invoices when customers are called or the customer'​s written answers to reminders are written here.
 +
 +Often, long-term debtors are the same customers to whom reminders are sent and calls are made every week. The answers are mostly the same - "we expect to receive a large order ourselves",​ etc.…). You can now see such information directly from the sales ledger.
 +
 +5.2.1. Add a customer debt comment to sales ledgers: \\
 +{{:​et:​jane20210916-154305.png}}\\
 +Picture (9)
 +
 +Also visible when grouped by customers. ​
 +{{:​et:​jane20210916-154515.png}}\\
 +Picture (10) \\
 +:!: If there is no change option, the user does not have the right to change the client card.
 +{{:​et:​jane20210901-204030.png}}
 +Picture (11)
 +
 +5.2.2. The customer'​s internal comment can be viewed without the possibility to change it.
 +
 +{{:​et:​jane20210901-204444.png}}
 +Picture (12)
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 +
 +
  
en/mr_aru_reskontro.txt · Last modified: 2024/05/17 10:54 by vilja