Difference between revisions of "Customer"
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[[File:CustomerData.png|border|Enter username and press RESET]] | [[File:CustomerData.png|border|Enter username and press RESET]] | ||
| + | <br><br> | ||
| + | After fill all required details the “Submit” button will enable. | ||
| + | <br><br> | ||
| + | [[File:CustomerList.png|border|Enter username and press RESET]] | ||
| + | <br><br> | ||
| + | Once you created customer he/she will display on Customer list. Then you can confirm new customer by clicking on [[File:CheckMark.png|border|Enter username and press RESET]] mark. | ||
| + | <br><br> | ||
| + | You can export all customers to excel sheet by clicking on “excel button” on right Conner. | ||
| + | <br><br><br><br> | ||
| + | == Customer Letters == | ||
| + | Path: RE -> Customer -> Create Letters | ||
| + | <br><br> | ||
| + | These types of letters are generated by system | ||
| + | <br><br> | ||
| + | [[File:CustomerLetters.png|border|Enter username and press RESET]] | ||
| + | <br><br> | ||
| + | NOTE: You must give example letters for these letters and conditionsfor each letter to generate. | ||
| + | <br><br> | ||
| + | When you select letter type generated letters will list down. | ||
| + | <br><br> | ||
| + | [[File:LetterList.png|border|Enter username and press RESET]] | ||
| + | <br><br> | ||
| + | Once you have printed a letter it will remove from the “Letter List” and will add to “printed List”. | ||
| + | <br><br> | ||
| + | If you want to print again same letter you can search on “Printed List”by giving project name and letter typeand then click on print icon. | ||
| + | <br><br> | ||
| + | [[File:PrintedLetters.png|border|Enter username and press RESET]] | ||
| + | <br><br><br><br> | ||
| + | |||
| + | == Deed Transfer == | ||
| + | Path: RE -> Customer -> Deed Transfer | ||
| + | <br><br> | ||
| + | [[File:DeedTransfers.png|border|Enter username and press RESET]] | ||
| + | <br><br> | ||
| + | [[File:DeedTransferList.png|border|Enter username and press RESET]] | ||
| + | <br><br> | ||
| + | [[File:DeedDetails.png|border|Enter username and press RESET]] | ||
Latest revision as of 15:22, 8 October 2020
Customer Data[edit]
Path: RE -> Customer -> Create Customer
You can create new customer form here.
Title, First name, Last name , Address, NIC or Passport number and copy are required
After fill all required details the “Submit” button will enable.
Once you created customer he/she will display on Customer list. Then you can confirm new customer by clicking on 
mark.
You can export all customers to excel sheet by clicking on “excel button” on right Conner.
Customer Letters[edit]
Path: RE -> Customer -> Create Letters
These types of letters are generated by system
NOTE: You must give example letters for these letters and conditionsfor each letter to generate.
When you select letter type generated letters will list down.
Once you have printed a letter it will remove from the “Letter List” and will add to “printed List”.
If you want to print again same letter you can search on “Printed List”by giving project name and letter typeand then click on print icon.
Deed Transfer[edit]
Path: RE -> Customer -> Deed Transfer
