Customer Portal

The customer's payment terms, as configured on the Terms screen.

See also Customer Profile .

The alerts that have been configured for the selected customer based on each business area; either Parts, Service, Equipment, or Rental.

Click a business area link to view, add, or delete an alert from the Alerts tab.

The customer's outstanding details by aging period and total outstanding amount for each period.

Click on the customer's total outstanding amount for a detailed view of the customer's outstanding detail.

A list of the customer's contacts by name and birthday.

• Click on the Contact Name to view/edit information on a particular contact.
• Click the Create link to create a new contact.

A list of the customer's custom screens.

Click on the screen Name to view further details on a particular custom screen.

A list of the customer's owned equipment the equipment make and model codes and a description of the unit.

• Click on a Make code to view the profile of a particular unit.
• Click on the More list to view all the customer's owned equipment.

The customer's equipment invoice history (last five invoices), the reference number, the equipment make and model code, and the invoice total.

• Click on a Reference Number to view a particular equipment invoice history.
• Click the More link to view the history for all the customer's equipment invoices.

The customer's current fiscal year to date purchases.

Click the More link to view all the customer's fiscal year to date purchases.

The customer's general invoice history (Last five invoices), the date the invoice was created, and the invoice total.

• Click on an Invoice Number to view a particular general invoice history.
• Click the More link to view history for all the customer's general invoices.

The customer's job jacket machine description history and the general description of the job jacket.

• Click on a machine description to view a particular job jacket.
• Click the More link to view the history for all the customer's job jackets.

The customer's last fiscal year to date purchases.

Click the More link to view all the customer's fiscal year to date purchases.

Stores customer profile information such as terms and conditions or business operating hours. Memos are used for reference purposes only.

Click the More link to view memo information that is displayed.

A list of multimedia files added to the system for the customer.

Click on a File name to view a particular multimedia file.

The customer's last five general invoices and the branch location where they were created.

• Click on an Invoice Number to view a particular general invoice.
• Click the List link to view all the customer's general invoices.
• Click on the Create link to create a new general invoice.

The customer's last five open equipment invoices the reference number and equipment make and model code.

• Click on an Reference Number to view a particular invoice.
• Click the List link to view all the customer's equipment invoices.
• Click the Create link to create a new equipment invoice.

Tthe customer's open Job Jackets’ machine description and the general description of the job jacket request.

• Click on a machine description to view a particular job jacket.
• Click on the More link to view all the customer's open job jacket.
• Click on the Create link to create a new job jacket.

The customer's last five open parts invoices and the date the invoice was created.

• Click on an Invoice Number to view a particular invoice.
• Click the More link to view all the customer's invoices.
• Click the Create link to create a new parts invoice.

The customer's open quotes, the type of quote (service, parts, or equipment), the quote's expiration date, and the quote total. Expired quotes are omitted from the Open Quotes view.

• Click on a quote type to view a particular quote.
• Click the More link to view all the customer's quotes by type.
• Click the Create link to create a new quote.

The customer's last five rental contracts and the make and model of the rental unit.

• Move the cursor over a Contract Number and select Edit to view a particular rental contract.
• Click the List link to view a list of the customer's rental contracts.
• Click the Create link to create a new rental contract.

The customer's open work orders the work order number, make and model codes, and date the work order was created.

• Click on a Work Order Number to view a particular work order.
• Click on the More link to view all the customer's open work orders.
• Click on the Create link to create a new work order.

The customer's parts invoice history (last five invoices), the date the invoice was created, and the invoice total.

• Click on an Invoice Number to view a particular invoice history.
• Click the More link to view the history for all the customer's invoices.

The last five parts the customer currently has on order and the number of days the order is overdue.

Click the More link to view all the customer's parts orders.

Links to these areas of IntelliDealer:

• Equipment Profile - Equipment Listing
• Supplier Lookup - Vendor Profile
• Sales Order Requisition - Work Order Parts Requisitions
• Parts Profile - Your Parts Inventory
• Parts Availability
• Call Scheduling

A list of the customer's recent calls by date and call history detail.

• Click on a Date to view the details of a particular call.
• Click the More link to view the customer's call history.
• Click the Create link to create a new call.

The customer's recent equipment rentals, the unit's stock number, unit's description, and last date modified.

Click on the Stock Number to view the profile of a particular rental unit.

The recent marketing campaigns the customer was involved with. The date of the campaign and category will be displayed.

Click on the Date to view further details on a particular campaign.

The last five parts that the customer recently purchased and the quantity of each part purchased.

Click the More link to view all the customer's parts purchases.

Tthe customer's five most recent traffic tickets, the type of movement, whether it inbound or outbound, and the make and model of the unit.

Click the Create link to create a new traffic ticket.

The customer's rental invoice history (last five invoices), the date the invoice was created, and the invoice total.

• Click on an Invoice Number to view a particular rental invoice history.
• Click the More link to view the history for all the customer's rental invoices.

The customer's service agreement contracts, the contract number and the service agreement program name.

Click on a Contract Number to view or edit a particular service contract.

A list of the customer's scheduled calls by date, salesperson, type, and reason.

• Click the More link to view all the customer's scheduled calls.
• Click the Schedule Call link to schedule a new call.

The customer's service request number and problem type.

• Click on a Service Request Number to view a service request.
• Click on the List or More link to search all the customer's service requests.
• Click on the Create link to create a new service request.