To register a new Customer you have to follow the simple steps are described below.
Step 1:
Open the Customers Form and go to the Customer Details panel to fill in the required information regarding the specific customer.
Step 2:
Select a registered company from the drop down list, if you want to relate the new customer to the specific company. The companies that are displayed on the list are all the registered customers in the "company" category. If the new customer does not belongs to a registered company, select the "Not Defined" value.
Step 3:
Select the customers category from the predefined drop down list. For example, select the category "Hotel" to store a hotel as customer. Select "None" to store a customer without category.
Step 4:
In the "Phone" field type the customers calling number. The phone number is a key value, based on which the system recognise the calling customer. If the customer has two or more calling numbers, you have to make a new registration for each phone number and then to merge these customers.
Step 5:
Type the customer address in the "Address" field. Alternatively, you can navigate to the specific location on the map and add an icon with right-click on the specific point. Then, push down your mouse wheel to return automatically the specific location address on the "Address" field.
Step 6:
Click the "Primary Address" check box to indicate if the specific address is the primary or not.
Step 7:
Click on the "Save" icon to complete the new customers registration.
Completing a new registration, the form keeps customer information and map location visible, allowing you to edit them if needed. The "save" icon turns to "update" icon to save the new data after the editing.