Adding Customer Contacts

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(New page: #For a new customer, on the '''File''' menu click '''New Customer'''. Once you enter information into the '''General tab''', click the '''Contacts tab'''.<br>For an established customer, c...)
Current revision (16:12, 23 April 2008) (edit) (undo)
(New page: #For a new customer, on the '''File''' menu click '''New Customer'''. Once you enter information into the '''General tab''', click the '''Contacts tab'''.<br>For an established customer, c...)
 

Current revision

  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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