Click here to watch the CRM demonstration video
On this page:
Adding a Customer
Select
Contacts
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 many Install / Delivery Addresses as you wish here and it is great for Real estates or Building Companies.
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
You can select the Install/dispatch address when you are finalizing your order
Default Delivery Address
You are able to sequence your dispatch addresses,When editing the dispatch address under the customer card you will find sequence number as per below.
We recommend that the default address be sequenced with -1 and then the addresses after that be 1,2,3,4 etc.
Customer Card Account Summary
Field | Description | Order Status |
|---|---|---|
Balance | Minus any deposits that are in trust, plus any outstanding invoice amounts | Invoiced |
In Progress | Outstanding amount of orders that are in progress | WIP |
Credit Limit | Customers Limit for credit |
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
Add customer warning message with editable warning colours (See below example)
