Customer records can be created in order to represent individuals or groups that need to request Work from the maintenance team. 

Users who are considered "Customers" will not be able to perform work in MVP, but can create Work Requests or Purchase Requests. 

 

General

Customer ID: This field is used to represent the name of the Customer record.

First: This field displays the Customer's first name.

Last: This field displays the Customer's last name.

Birthday: This field displays the Customer's birthdate.

Contact

• Work - The customer's work number.
• Cell - The customer's cellphone number.
• Home - The customer's home number.
• Fax - The customer's fax number.
• Email - The customer's email address. 

PR Approval - This field is used to link a PR Approval Chain with the Customer. This Approval Chain will then be linked to any Purchase Requests created by this Customer. 

Company ID - This field is used to link a Company record with the Customer record. This can be used to display what company the Customer works for.

Reports To - This field can be linked to another MVP One user and used to show who the Customer reports to. 

Notes - This field allows additional information to be entered for the Customer. 

 

 

Billing

Billable: This field is used to indicate whether or not the Customer is billable.

 

 

Attachments

This section displays the image attachments that have been added to this record and allows you to add additional images. 

 

 

Audit History