Knowledgebase

Entering Customer Information

There were 3 articles found in this category:

1. Customer Information Section
   1. Find by Name presents a search dialog box where you can enter all or part of the customer's name, searching two contact fields in the Contacts file. If one record is found, then the customer will be inserted. If more than one record is found, then a list will be displayed for you to choose ...
2. Entering a New Customer on a Work Order
   1. Click on the New Customer side bar button in the top left corner of the work order screen. 2. Enter the first and last name of the customer. Before a new record is created the program searches for that name. This prevents duplicate records for the same customer. 3. If the name entered is not ...
3. Customer information section of the work order video
   A video overview of the customer entry section of the work order (3.40 min)