Client Management How to Create a New Customer

Creating a New Customer (continued)

Customer Setup (continued)

In the upper right area of the New Customer Setup form are three checkbox fields; Create New Job, Show Explorer and Create New System.  It is recommended to select the Show Explorer checkbox; if the User selects this checkbox, once the new Customer record is saved, the Customer Explorer record will be displayed for reviewing the data entered and adding additional information such as Billing Contacts and/or Site Contacts to the new customer.

If an Installation Job will be created for the new customer or if Service or Inspection Tickets will be used for this customer, select the Create New System checkbox.

Do not select the Create New Job checkbox; the Job is created after the new customer record is saved.

Follow the Customer Information link for definitions of each field on this setup form.  Follow the Site Setup link for step 3 of a new customer setup.

                                                                                Page  2

Page   1  2  3  4  5  6  7  8  9  10  11  12 

13  14  15  16  17  18  19  20  21  22  23