Customer Database
From KB
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.
