NOTE: Fields not used in AyaNovaLite compared to the regular full AyaNova have been removed from showing, which is why there appears to be gaps between field placement on the entry screen.
Client Note menu option
This opens up the Client Note grid screen where you can enter notes pertaining to that client selected within this workorder. Client Notes are accessible from the client entry screen's menu options as well as from any workorder for that client for entry and viewing only - there is no print ability for Client Notes.
See also for more details:
Common entry screen menu options
Fields of the client entry screen
Active
If unchecked, client will appear only in Client grid screen, and not be listed in Client drop down selection lists any new service work orders, preventive maintenance, quotes or as a unit owner.
Client Name
This is a text field where you enter the name you want to give the client. This field is used to fill any list in AyaNova where you need to select a client and be identified in any Client column.
If the client is not a company, then typically you would type the last name followed by a comma, a space and then the first name like this: Smith, Joe.
Client names should be unique so that they can easily be selected from drop-down selection lists without having to open the Client entry screen to determine which client name is the one you want.
Unique names are not required but are recommended so they are easy to select from the Clients drop down list.
If you have branches of the same company with the same name to enter, we recommend you append to their name something descriptive so you can tell them apart when selecting them for work orders.
For example you could append the company name with the street name or city name or country or branch number if the client numbers their branches. For example: “First national bank #102”, “First national bank #343” etc.
Because it’s necessary to select a client very often in AyaNova you should enter client names here in a way that takes full advantage of the client list selection auto-select shortcut feature. This feature allows you to type the first few characters of a client’s name to select them so the first part of the name should be the most distinctive.
Account Number
The account number for your client may be obtained from your accounting software, and is another way of identifying your client in reports or via the Clients grid. This is a text field only and not tied to any particular accounting feature.
Website
If you click on the Website button to the left, it will open up your computers default web browser to that entered URL address. Entering the client’s web address also allows you to easily select it from the Client grid if this is a need in your service.
Contact
Suggestion is to enter the first and last name of the main contact for this client in this field.
When a new workorder is created for this client, as a helpful function, the contents of this field is transferred to the Contact field in the workorder.
When entered, you can click on the email address right from the client's grid to open up a new message using your default email program
Refer to the AyaNova Support Forum http://forum.ayanova.com section Printing & Report Templates for additional sample report templates including those related for use with the client's email address.
Business, Fax, Home, Mobile, Pager
Enter appropriate phone numbers where indicated. These fields will be available in a detailed workorder report template.
Postal Address and Physical Address
The Postal Address is the address where the client receives mail. The Physical Address is where they receive deliveries or where service is performed; where they are physically.
You can switch between these two addresses by clicking on the drop down arrow to display, and then clicking on either the Postal Address or Physical Address.
If presently viewing the Physical Address, the label Physical Address will have a checkmark beside it and be labeled in the button.
If presently viewing the Postal Address, the label Postal Address will have a checkmark beside it, and be labeled in the button.
The Physical Address defaults to showing as AyaNova is mostly concerned with where service is performed, and the physical address displays in the Clients grid, and within Service workorders, quotes and PM’s.
To edit the type of address, click on the button to bring up the Address entry screen.
Address screen menu options:
If viewing the Physical Address – the menu option will be Copy to the postal address. If viewing the Postal Address – this would be Copy to the physical address menu option. Makes it easier then having to enter twice, especially if the mailing address is exactly the same as the physical address where service is performed.
Once you have entered data, click once on the 
OK button to accept the entered information and close the screen.
Select the 
Record History button to display history regarding the user that created or last modified this record. Do note that only history of saved information is displayed. If you have not yet closed the screen which saves it, you as a user and the date will not yet display.
This opens your default Internet browser to MapQuest where the entered address is automatically entered so you can view on a map. Extended mapping capabilities are on the To Do list for future releases of AyaNova
Note that if it was a Postal Address that was opened, that the Latitude and Longitude fields are grayed out. This is because Latitude and Longitude are physical attributes and only are available to display when the Physical Address button is selected. Use of Latitude and Longitude are on the To Do list for future features of AyaNova integrating with other mapping software.
Enter Latitude and Longitude fields using the apostrophe key on your keyboard. For example, if South 49°52.000' you would type in 49’52.000 and then tab off.
General Notes
These might be general information about the client that you wish to maintain with the client record.
Note that if you are viewing the General Notes the label General Notes will display on the button, as well as the drop down will show a checkmark next to General Notes.
Schedulable User Notes
If you have standing instructions for scheduled users that perform service for this client, you may wish to enter them here rather than re-entering in every service workorder for this client.
The Scheduled User Notes will display along with the client name, address and contact information in the service workorder entry screen and is selectable within Detailed format report templates.
Note that if you are viewing the Schedulable User Notes the label Schedulable User Notes will display on the button, as well as the drop down will show a checkmark next to Schedulable User Notes.
Popup Notes
Popup notes automatically “popup” whenever a service workorder for this client is opened whether a new service workorder, or viewing an existing service workorder.
A example of use would be the accounting department wants to indicate to dispatch when taking any service requests to remind the client about outstanding payments. As the popup will popup when the dispatch creates a new service workorder, this reminds the dispatch right then to talk with the client about this.
Other Contacts
Enter additional contacts information in this text box.
Fields from the Client entry screen that are available in a detailed service workorder report template
•Account Number
•Postal Address, City, StateProv, Country, PostalCode
•Physical Address, City, StateProv, Country, PostalCode, Latitude, Longitude
•Client Name
•Client Contact
•Email, Business, Fax, Home, Mobile, Pager
•Other Contacts
•Schedulable User Notes