From within the customer record, you can select multiple options under the functions menu to affect the customer record.
Modify - Will allow to modify the fields within the customer record.
Delete - Will allow you to delete the customer record from your database.
* Note: It is not recommended t delete any customers from your database unless the record was never used. By deleting a customer you also delete the historical income and detail associated with that customer.
Customer Dashboard - This option will take you to the customer dashboard, were you can see contract statuses, accounting information, make payments, see statements and access reports and aging information. * See customer dashboards under dashboards for more detail information.
Merge into different customer – Allows you to merge all of the historical and active information from the currently displayed customer into another customer record.. The current customer will be deleted. Once you select this option and confirm that you want to proceed, you must select the new customer. This option must be enabled through Program Menu; Security: Data File Security.
Contract Questions – This option allows you to setup templates of questions that will be asked each time a contract is written for this customer. You can define up to 16 questions. If you desire any of the questions to be required, the start the question with an *. The question and the answers typed in will be automatically entered into the contract comments section.
Email Customer – Allows you to send an email to this customer. You must have an email address in the customer’s record. In addition, this terminal will need an email program installed an configured such as Microsoft Outlook Express.
Enter Password Override – This option allows you to enter a password to allow modification of fields that are restricted via password.
Store Credit Cards – This option allows you to store a default credit cards number with the customer. Whatever credit card number entered her will always be the default credit card number to use when paying a contract. The field can be used in conjunction with the “Don’t use history for credit card number” field. If this field is checked, credit card numbers used on old contracts will not be displayed. If you also have a credit card number stored on the customer record, then that store number will automatically be used when paying a contract with credit card.
Edit Job Site Info – This option allows you to add or modify Job Sites Venue for this customer.