On this page:
| Table of Contents |
|---|
Adding a
...
Customer
Select
- Contacts
...
- Customers
•Customers
...
- + Add Customers
...
- Fill in Billing Details and Save
Adding 1 or More Install /Delivery Address’
•Select + Add Contact
•If it is the same as the Billing Address then select Use Billing Address top right of the map or if they are different then fill in the details and Save at the bottom
You can add as any Install / Delivery Addresses as you wish here and it is great for Real estates or Large Building Companies.
•If- If you have multiple Install / Delivery Address’ and you want to do a Quote or Order for one of them
- Double click on the Install / Delivery Contact
- Use the Drop Down on the Save button and either start a new Lead or a new Quote
Other items on the Customers Card
...
- You can Edit the Billing Details via Edit Details in the Customers Card Box
...
- View the history of this customer via View History
...
- You can see the Details Tree via + Show Tree
...
- You can download all of the addresses to your email contacts via
...
- the V card symbols
Import/ Export Customer Details
The customer details can be:
- Exported for a mail merge.
- Exported, edited and imported to update their details.
- Customer details can be imported from another system.
To do this select Import/ Export and follow the standard Import/ Export prompts.
