Difference between revisions of "Customer"

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[[File:PrintedLetters.png|border|Enter username and press RESET]]
 
[[File:PrintedLetters.png|border|Enter username and press RESET]]
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== Deed Transfer ==
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Path: RE -> Customer -> Deed Transfer
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[[File:DeedTransfers.png|border|Enter username and press RESET]]
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[[File:DeedTransferList.png|border|Enter username and press RESET]]
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[[File:DeedDetails.png|border|Enter username and press RESET]]

Revision as of 15:22, 8 October 2020

Customer Data

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

Enter username and press RESET

After fill all required details the “Submit” button will enable.

Enter username and press RESET

Once you created customer he/she will display on Customer list. Then you can confirm new customer by clicking on Enter username and press RESET mark.

You can export all customers to excel sheet by clicking on “excel button” on right Conner.



Customer Letters

Path: RE -> Customer -> Create Letters

These types of letters are generated by system Enter username and press RESET

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.

Enter username and press RESET

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.

Enter username and press RESET



Deed Transfer

Path: RE -> Customer -> Deed Transfer

Enter username and press RESET

Enter username and press RESET

Enter username and press RESET