Go to Customer Form > Contacts & Address tab
Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.
Add Addresses |
To Add Addresses to a Customer’s Account.1.Click on the “Add Address” (1) button. 2.Type in the address information, button (2).. 3.Select the Address type, button (3) 4.Remember to save before closing the screen. |
Website Address |
Add the customers web site address. |
Columns on the Contacts & Address Tab You can have an unlimited number of contacts. The available fields include: |
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Mobile Number |
Enter the contact's cellphone number. Double-clicking this field will open the SMS form, allowing you to send a message directly to the customer. To require employees to fill in at least one contact with a mobile number, you can make it compulsory by selecting the Cellphone checkbox in: Customer Options > New Default/Required |
Enter the contact's email address. Double-clicking this field will open the Email form, allowing you to send a message directly to the customer. |
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Other Columns |
Allow Emails -- Specifies who is allowed to receive statements, invoices, quotes etc. Other columns available are, Job Description, Job Function, and Designation |