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The Customer
window lists all of the relevant information for a single
customer, spread across the several tabs at the top of the window.
Details Tab
Customer
Type - There are two types of customer - companies and individuals. The choice determines which features are available. For example, the program will not ask for additional information on the other contacts if the customer is an individual.
Customer Status - Customers
can be marked as inactive to make it easier to search through customer
lists.
Customer Number - Each
customer may have a number, although it is not required. The program
does allow the use of duplicate numbers.
Communication - Each customer may have several different methods of contact, which
are grouped together in the Communication section - you may
use one, all or none. To enter a communication method, first choose
the method
(1).
Secondly, enter the way in which the contact is made, be it a
telephone number, e-mail address, or whatever is appropriate for the
communication method
(2).
Groups
Tab
Every customer can belong to one or more groups - a group being a collection of customers and/or suppliers.
The Groups tab lists all groups that the customer, whose
details are displayed, is a member of.
Main
Contact Tab
The Main
Contact tab has a slightly different meaning, depending on if
the customer is a company or an individual. For companies, the main
contact is provides an area to enter the details of the main contact of a
company. For individuals, it provides an alternative address for the individual.
Other
Contacts Tab
Up to
five additional contacts can be recorded for a company, along with a
indication of if they are still active.
Contact
Journal Tab
This feature
lists all contacts with this customer that have been made through contact management.
To add a new contact for this customer, click the Add Entry
button.
Sorting
Lists
On the Groups and Contact Journal
tabs, the top of each column has two arrowheads
beside the column name. These are sort arrows, and allow you to
alphanumerically re-order the list based on that column. The upward
arrowhead orders the column from a to z. The downward arrowhead
orders the column from z to a. When you click on an arrowhead, the
other arrowheads disappear to indicate that you are sorting the list
based on the order in that column. To un-sort the list, click on the
arrowhead again, and all the arrowheads will reappear.
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