The customer follow up is organised into several folders.
In certain sections, documents that are pertinent to the project and its alternatives are automatically included.
This feature is designed to assist you in locating essential documents more swiftly and efficiently. Streamlining document retrieval improves your experience by providing quick access to the information you need without delays.
You will find below how documents are stored in the existing folders.
| Note: Users can also create specific subfolders. For more information, see Customer/Supplier Follow Up: Create folders |
Customer documents
Email attachments are automatically added to this folder.
In this section, you can upload documents stored locally on the computer using + Add.
Projects documents
In this section, you can upload documents stored locally on the computer using + Add.
Alternative documents
In this folder, the following are added automatically:
- Quotations summary
- Special forms
- Customer order output details
In this section, you can upload documents stored locally on the computer using + Add.
Milieu documents
In this section, you can upload documents stored locally on the computer using + Add.
Design documents
Design documents are automatically added to this folder.
Commercial documents
In this folder, the following are added automatically:
- Customer quotation
- Customer order
- Signed Customer order
- Customer order confirmation
- Signed customer order confirmation
- Amendment price change
- Signed amendment price change
- Signed confirmation of amendment price
- Amendment without price change
- Customer order cancellation
- All the documents printed via a workflow step in the section Leads and Sales
Graphical documents
In this folder, the following are automatically added:
- Drawing plan view
- Drawing elevation
- Drawing installation
- Drawing perspective
- Drawing worktop pattern
- Drawing covering pattern
- Graphical batch print
Work documents
In this folder, the following are automatically added:
- Transport confirmation letter
- Delay confirmation letter
- Delivery note
- Pick up letter
- Delivery note and installation attestation
- Installation attestation
- Work schedule delivery
- Work schedule actor
- Satisfaction report questionnaire
- Work schedule order
- Measurement confirmation letter
- Installation confirmation letter
- Measurement questionnaire
- Satisfaction report confirmation letter
- All the documents printed via a workflow step in the section Work
In this section, you can upload documents stored locally on the computer using + Add.
After sales
In this folder, the following are automatically added:
- Complaints
- Complaints refusal letter
- Complaints confirmation letter
- Complaint technical centre letter
- All the documents printed via a workflow step in the section After Sales
In this section, users can upload documents stored locally on the computer using + Add.
Customer invoices
In this folder, the following are automatically added:
- Final invoices
- Partial invoices
- Payment reminders 1, 2 & 3
- Credit notes
In this section, you can upload documents stored locally on the computer using + Add.
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