Difference between revisions of "Customer Database"
From KB
(Created page with "'''Search Criteria:''' You may filter your search for an existing customer by ''Customer #'', ''Company Name'' and ''Phone No''.") |
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'''Search Criteria:''' You may filter your search for an existing customer by ''Customer #'', ''Company Name'' and ''Phone No''. | '''Search Criteria:''' You may filter your search for an existing customer by ''Customer #'', ''Company Name'' and ''Phone No''. | ||
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| + | <u>'''Actions:'''</u> | ||
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| + | '''Add Customer:''' You may create a new customer and assign a <u>Customer #</u>. You may input the billing and shipping data: ''First Name'', ''Last Name'', ''Company Name'', ''Address'', ''City'', ''State'', ''Zip Code'', ''Country'', ''Phone'', ''Fax'' and/or ''Email''. | ||
| + | *Once customer is added, it will display within the customer database and in the Customer Profiles of [[Web Terminal]]. | ||
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| + | ''Import Setup:'' You may choose to import customers into the customer database from a comma delimited text file. | ||
Revision as of 08:12, 8 May 2012
Search Criteria: You may filter your search for an existing customer by Customer #, Company Name and Phone No.
Actions:
Add Customer: You may create a new customer and assign a Customer #. You may input the billing and shipping data: First Name, Last Name, Company Name, Address, City, State, Zip Code, Country, Phone, Fax and/or Email.
- Once customer is added, it will display within the customer database and in the Customer Profiles of Web Terminal.
Import Setup: You may choose to import customers into the customer database from a comma delimited text file.
