Client Management How to Create a New Customer Customer Information Setup

Creating a New Customer (continued)

Customer Setup (continued)

Residential / Commercial – This field will automatically fill in with the default type of customer found in SedonaSetup/Data Entry Defaults.  The User may change the default type of customer by selecting the appropriate radio button.  This is a required field.

Name – This field will automatically fill in Name entered in the Customer Detail section.  If the name of the customer to whom invoices will be address is different that the name defaulted, the User may type in the correct billing name.  This will become the Primary Bill To record for the Customer.  If additional Bill To records needs to be entered for the customer, these may be added after the new customer record is saved.

Address – Press the Address button to open the form to enter the Primary billing address.  Enter the address line 1 then tab down to the Zip Code field and type in the billing zip code.  After tabbing off the Zip Code field, the City and State fields will automatically be populated.  If your company will be entering Counties or Townships, a list of choices must first be created in SedonaSetup/Geographical Tables/United States/County and/or Township.  The County and Township fields are optional.

Phone 1 – Enter the Primary Billing Phone Number for the Customer.  The User may enter up to 12 digits in this field.  If more than 10 digits are entered, the last two digits entered will be considered the phone extension.  If a phone number is entered with more than 10 digits it will be displayed in the following manner:

Phone number entered as 734555121222 will display as (734) 555-1212 e22.  This field is optional.

Phone 2 – Enter the Secondary Billing Phone Number for the Customer.  The User may enter up to 12 digits in this field.  If more than 10 digits are entered, the last two digits entered will be considered the phone extension.  If a phone number is entered with more than 10 digits it will be displayed in the following manner:

Phone number entered as 734555121222 will display as (734) 555-1212 e22.  This field is optional.

Fax – Enter the 10-digit Billing Fax Phone Number for the Customer.  This field is optional.

Email – Enter a valid email address for the Primary Bill To Customer.  If your company has subscribed to the option of emailing customer invoices, this email address will be used for all emailed invoices.  This field is optional.

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