Client Management How to Create a New Customer Customer Information Setup

Creating a New Customer (continued)

Customer Setup (continued)

The Customer Information form is divided into several sections: Customer Detail, Primary Bill To Information, and Invoice Printing.  Each field in each of these sections is described below.

Customer Detail

Number – The Customer Number is the main billing account number.  The Customer Number is a primary sort feature on many SedonaOffice Reports.  Depending on your company’s settings, a Customer Number may automatically fill into this field or the User will need to manually enter a customer number.  If your company is manually entering Customer Numbers, the Customer Number may be numeric, alpha-numeric or all alpha characters; up to 15 characters may be entered into this field.

Name – This is the Name by which the customer is known.  When searching for a customer record, the Customer Name is a criteria item that may be used to retrieve a customer.  A customer Name may contain up to 60 characters.

Customer Status – This field is view only.  The SedonaOffice application will automatically set this value.  If Recurring Lines are manually created on the account the Customer Status will automatically change to AR (Active Recurring).  If there a no Recurring Lines for the account, the Customer Status will automatically appear as ANR (Active No Recurring).

Customer Type – This field will automatically fill in with the default customer type found in SedonaSetup/Data Entry Defaults.  The User may change the Customer Type by making a selection from the drop-down list by pressing the arrow to the right of the field.

Old Customer Number – An entry in this field is optional if your company has opted not to use SedonaOffice data conversion services and is manually creating customer records and is manually entering the Customer Number.  If your company has decided to re-number your customers this   field may be used to enter the prior customer number from the legacy software for reference purposes.  Customer Lookups will evaluate this field to retrieve customer records.

For companies using SedonaOffice data conversion services and your company has opted to re-number all customer records, your data conversion specialist will automatically fill this field with the customer number from your legacy software system.  This is an optional field.

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