Corrected documentation to match actual customer management interface: Customer Fields: - Only customer name and active status (no contact fields) - Customer name is not clickable - Edit and Delete buttons on right side (no "Actions" column) Edit Customer Dialog: - Modal dialog with customer name and active checkbox - Autotask mapping integrated in same dialog (not separate button) - Search Autotask companies field with Search button - Set mapping (blue), Refresh status (gray), Clear mapping (red) buttons - Current mapping display with sync status timestamp - Cancel and Save changes buttons New Customer Interface: - Simple form at top of page - Only name field and Active checkbox - Add button to create customer - Browse... button for CSV file selection - Import CSV and Export CSV buttons - Refresh all Autotask mappings button Added Screenshots: - edit-customer.png: Shows edit dialog with Autotask mapping interface - new-customers.png: Shows customer creation and CSV import/export controls Removed incorrect information about contact person, email, phone, notes fields. Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
||
|---|---|---|
| .. | ||
| backupchecks | ||