Setup: Customers - General

How to get there: Set Up | Customers | General

The Customers General Tab is used to store information about Customers.

Screen Layout and Fields

Customer Name	The name of the customer
Address Search	If enabled, start to enter a Post code to find the associated address (requires separate licensing)
Address	The address of the customer (space for up to two lines of address)
City	The city the customer is based in
County	County where customer is based (select this from a pre-populated drop-down list)
Post Code	The postcode for the customer base
Telephone	Customer’s contact telephone details. If Click-To-Call has been enabled, the telephone icon will appear next to the Telephone number. Select to launch the dialler and caller the number
Customer Code	Unique identifier for recognising an individual customer. Type this in, or click on the Auto button to generate a unique number
Contact	The name of the contact person in the organisation
Title	The title of the contact
Date of Birth	The date that the customer was set up (not the date of birth of the contact within the customer organisation) Either type this in or select it from a pop-up menu by clicking on the Calendar button
Date Last Contacted	The date the customer was last contacted. Type this in or select it from a pop-up menu by clicking on the Calendar button
Date Next Contacted	When the customer is going to be contacted next. Type this in or select it from a pop-up menu by clicking on the Calendar button
Billing Name	Customer name for putting on bill
Billing Address Search	If enabled, start to enter a Post code to find the associated billing address (requires separate licensing)
Billing Address	Customer address for putting on bill (two lines long)
Billing City	Customer city for putting on bill
Billing County	Customer county for putting on bill
Billing Postcode	Customer postcode for putting on bill
Billing Method	How the customer wishes to be billed. Choose a value from the drop-down list, comprising the following options: email, print or print and email
Billing Email Address	Address where bill is going to be sent to. Select the email icon next to the address to launch your email client to send an email to that address.
Account Code 1	Unique account code for use with the invoicing module
Account Code 2	Unique account code for use with the invoicing module

Screen Actions

Save	Click to Save the Customer record
Delete customer	Click to Delete the Customer record. Before deleting the content, the user will be presented with a screen similar to the one below detailing how many records are linked to the Customer record. To Delete, click OK to confirm, otherwise press Cancel
Refresh	Click to Refresh the screen and discard any unsaved changes