Customer Window
This window allows you to add a new Customer or edit the details of an existing
Customer. The following fields are available:
Name
The Customer's name.
Reference
Use this as you as you wish, e.g. you may have your own Customer numbers.
Tel. No., Fax, Mobile Tel. No.
E-Mail
This address is only used to provide a default for when you create a new Contact.
Normally the Contact's name or e-mail address will be used for any automatic
emails.
Custom1, Custom2
These two fields may have been renamed (see custom fields).
You may enter up to 255 characters.
Contract Expiry Date
If you wish, you may set the expiry date for this customer's support contract.
After this time, you will no longer be able to Action Jobs for this customer
(unless you have override privilege ). If you
don't wish to use this facility, set it to a date far in the future.
Contract New Jobs Allowance
If you wish, you may limit the number of new Jobs this customer's support contract
allows. Each time a new job is created, this figure will reduce, when it reaches
zero, you will no longer be able to create new Jobs for this customer (unless
you have override privilege ). If you don't wish
to use this facility, set it to a large value.
Notes
Use this to keep any general notes.
OK button
Click to save your changes. NB If you are creating a new Customer, the system
will automatically create a new Department and Contact record for you.
Cancel button
Click to cancel your changes.
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