Customer Management
The accounts page is accessible from the "Accounts" menu item at the top of the database windows and shows a list of all customers in the database.
From this page it is also possible to view all subscription jobs and also expiring subscription jobs.
Adding A Customer
An customer can be added by clicking on the add new account button. When an account is added, it is automatically created as a customer account. It can be marked as a supplier after creation see
Supplier Management
When a customer is added, a contact is created using the information which has been entered, the contact will act as both the primary and finance contact
(see contact management).
The following information can be entered when adding a customer:
Select Seller: For most situations, select the default seller
Full Name: Company or individuals name (where there is no company) - this name is used as the account name)
Address: this appears on the invoice and quote and other correspondance
Post Code: this appears on the invoice and quote and other correspondance
Telephone: used for reference only
Mobile: This is used as the contact for SMS for correspondance
Email: Used as the email address for correspondance