Adding/Editing a Customer

You should be at the 'Customers Maintenance' page.

At the top of the page you will see a 'Selection Options' box, this is used to specify which Customers are retrieved. You can select an item you wish to search against (e.g. Customer Name) then enter the value you are looking for. You don't need to type the full value as the search will retrieve all records where your value is part of the selected search item. You can specify the sort order the Customers are displayed in and the number of records to show per page.

For now, leave the search value empty and click Retrieve. This will return all Customers. LBE Web Helpdesk ships with a sample Customer named 'Sample Customer' and this should be displayed below the 'Selection Options' box.

At the end of the customer information there should be a number of links: Edit, Delete, Departments, Contacts and Assets. We will return to the first two of these shortly. The Departments link is a quick way of displaying the Departments that belong to this Customer, similarly the Contacts link will show this Customer's Contacts, and the Assets link will show the Assets that belong to this Customer.

Click the 'New Customer' link just below the 'Selection Options' box. This will take you to the 'New Customer' page.

There are a number of entry fields on this page, we will go through each of them in turn:

Name

This is how the Customer will be identified.

Reference

You might use this field if you already have some form of reference number for each customer.

Address/Tel/Fax/Mobile

These entry fields are straightforward.

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.

If the Customer's contract expiry date has passed, none of their Contacts will be able to log in as a Guest.

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.

If the Customer has used up all their New Jobs Allowance, their Contacts will not be able to create new Jobs when they log in as Guest.

Custom 1/Custom 2

These entry fields may well have been renamed by you. They are provided so that you can keep information about each Customer that is particular to the way you run your business.

Notes

Any further information you wish to keep.

Delete Button

This is not shown when creating a new Customer, if you were editing an existing Customer this would allow you to delete the Customer.

When you are happy with your entries, click the Update button.

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