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To enter a new customer record

From the Manage customers window you can maintain name, address, and demographic data relating to customers. The unique feature of the Manage customers window is that you can activate virtually all customer-specific operations within one window.

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Click New.
  3. (Optional) Enter an ID number.

    Note: The ID field is grayed out when the Auto Assign Member Number option is enabled by your administrator.

    Note: If you do not have IDs auto-assigned, make sure you do not enter zero (0) for a customer ID.

  4. (Required) Select a Member Type description from the Member Type drop-down list and press Tab.
  5. Select a status other than Active, if appropriate, and press Tab.
  6. (Optional) Select a billing category description from the Category drop-down list and press Tab.
  7. (Optional) Select a prefix from the Prefix drop-down list and press Tab.
  8. Enter the First Name and press Tab.
  9. Enter the Middle initial and press Tab.
  10. Enter the Last Name and press Tab.

    Note: When entering a new record, First Name, Last Name, or Company Name is required.

  11. (Optional) Select a Suffix from the drop-down list and press Tab.
  12. (Optional) Update the Informal Name as needed and press Tab.
  13. (Optional) Enter single or multiple (separated with a comma) Designation(s), or click the lookup icon to open the Select Values window and search designations defined by your administrator.
  14. (Optional) Select a Member Title from the drop-down list and press Tab.
  15. Click Save

    Note: To continue with assigning a Company ID to this customer record, see the next section.

See Also

Customer Portfolio Data Entry

To enter a new company record

To enter an address

To select values for the Designation field


ASI logo 10.6 Production Release. Updated 2/23/2006 10:24:14 AM
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