Adding Customer Contacts

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  1. For a new customer, on the File menu click New Customer. Once you enter information into the General tab, click the Contacts tab.
    For an established customer, click Customer Search and perform a Customer Search to open the Customer Detail Information window already set up for this customer.
    Then, click the Contacts tab.
  2. To add a new contact, click Add, then click in the text cell and type a new contact record manually.
  3. Click Save.
  4. Click Escape to close the window.

The Contacts tab of the Customer Detail Information window acts as a notepad; although the system does not add these names to your customer database, your employees can check this area if someone is attempting to charge to a house account that is not under this person’s name.

Back to Customer Maintenance

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