Additional Customer Data Entry Overview

Client Management Additional Customer Data Entry

Additional Customer Data Entry

Depending on your company’s own policies and procedures, additional information will be entered after a new Customer has been saved. Follow the links below which describe the additional data elements which are available from the Customer Explorer. Additional Customer information does not need to be entered in the order listed below; the User should follow its own company procedures when entering additional information.

Customer Items	Billing Contacts
Site Items	Site Contacts
Credit Card Setup	Adding Additional Sites
ACH Setup	Adding Additional Systems
Adding Additional Bill To’s	Central Station Tracking