Client Management How to Create a New Customer System Setup

Creating a New Customer (continued)

System Setup

Once all information is entered on the Site Setup form, the User will then enter information on the System Setup form; click on the System tab.

4.  The System form will be displayed.  Make selections in the required fields and other optional fields according to your company policy and procedures.

The System form is divided into three sections; System Information, Contract Information, and Cycle Purchase Order.  Each data entry field will be defined under the heading of each section on this form on the System Setup Details page.  In any data entry field which displays an arrow to the right of the field, the User must make a selection from the drop-down list.  In fields without an arrow to the right, the User may enter any information desired as long as the number of characters does not exceed the field limit.  Pressing the Tab key on the keyboard will advance to the next data entry field.  Pressing the Shift and Tab keys simultaneously will take the User back one field.  The User may also use the mouse to click on the next field to enter information.

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Follow the System Setup Details link for definitions of each field on this setup form.  Follow the RMR Setup link for step 5 of a new customer setup.

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