Visit Boris website Attachments for a customer
Customer details and allowable form templates and documents are managed here.

Customer details and allowable form templates and documents are managed here.

Attach Templates, Contacts and Locations to a customer in Boris.

Choose the Setup/Maintenance menu and select the Customers option.  Then click on the name of the customer to be viewed or amended.

Straightaway you will be able to see which documents, locations and contacts have already been set up for a customer. Right-click to remove or left-click to edit existing details.
Selecting a customer, location and form template on a device.

Selecting a customer, location and form template on a device.

Add document

Click on the button as shown and you will be asked to select the document from folders on your computer.
Attach a document to a customer.

Attach a document to a customer.

Add template/Add all templates

"Add template" asks you to select a single item from a drop-down list of available templates and "Add all templates" will check that you are sure before adding all templates in the template list. It is possible to remove templates so this may be an efficient way of attaching a lot of templates - attach all and then remove the unwanted ones.
Use this button to attach a template to a customer.

Use this button to attach a template to a customer.

Customer-wide contact

Enter details for a customer contact for this who is not based solely in one location. This usually refers to someone overseeing operations at head office or a contact in the finance office.
Details for a customer-wide contact

Details for a customer-wide contact

*Full name Enter the full name of the contact as it will appear on correspondence and documents.
Job title Enter the job title of the contact as it will appear on correspondence and documents.
Email Enter the email address of the contact as it will appear on correspondence and documents. This may also be used to send correspondence so it is important that it is kept up-to-date.
Phone number Enter a phone number (usually a landline) of the contact as it will appear on correspondence and documents. This may also be available as a dialing option on a device so it is useful to keep up-to-date.
Mobile/cell number Enter the mobile phone number of the contact as it will appear on correspondence and documents. This may also be available as a dialing option on a device so it is useful to keep up-to-date.
Contact flag Select the contact type flag from this drop-down list - at present there are two types so that a head office contact can be set up to receive financial correspondence only or only information relating to the work being carried out. As there are 2 flag prompts it is possible for the same contact to fulfill both of these roles.
Contact flag (2) Select the contact type flag from this drop-down list - at present there are two types so that a head office contact can be set up to receive financial correspondence only or only information relating to the work being carried out. As there are 2 flag prompts it is possible for the same contact to fulfill both of these roles.

Add or amend location

Add as many locations for this customer as you need to.

If you need to amend any details after saving just click on the location name.
Add customer locations.

Add customer locations.

Customer location details.

Customer location details.

Notes for the customer location.

Notes for the customer location.

*Location name Enter a name that clearly defines this location from others in the customer's organisation.
Address Enter the address of this location, remembering that is may well be used in correspondence.
Site code A piece of text (usually from a third party system such as Sage) used for reference only.
Region or location group

A list can be created to hold groups of locations that reflect the organisation of customers.  These may be regions (such as South West, North East), counties (Sussex, Norfolk, etc), countries (UK, Ireland, Holland) or any other location grouping required.  These groups can be allocated to users so that, for instance, the Regional Manager for your customer can access reports in their regionwithout being associated with every individual location.  See Users and Create list for more information.

Select the location group from the drop down list to include this location in that group, thereby making it available to any users (customers) associated with the same group.

NB in order to appear here, the list MUST be called Location groups.

Notes (office only) Free text that can be displayed for administrative users when creating a job.  A page item of type 'Display-only information (not saved)' needs to be selected and '%!deviceNotes%' needs to be entered in the 'Format/value of auto-generated item' prompt of the Advanced tab.  For example, “only send engineer with X2 qualification” or "site only accessible Monday to Thursday".
Notes (available on device) Free text that can be displayed for device users when completing a form.  An item type of General output data needs to be added to the template and, after selecting 'location' in the entity type prompt, add '%!deviceNotes%' in the 'Additional details to display (advanced)' prompt.  For example, “passcode is 1234 to get into the building” or “known fault in boiler room – do not attempt fix”.

Add location details

Use these buttons to add location specific contacts and documents. The popup boxes are exactly the same as for the customer-wide contacts and documents above.
Add contacts and documents to a specific location.

Add contacts and documents to a specific location.

See Also

Concepts

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.