Customer Information
Customer Profile
Date Customer Added - (OPTIONAL) By default it will be the current date, however you may change the date from the drop down.
Sales Representative - (OPTIONAL) Select from the drop down the Sales Representative that added this customer to the database or if you assign customers to Sales Representatives. If a Sales Representative does appear in the drop down you may add it. It will be added to the Sales Representatives database.
Customer # - (REQUIRED) This field will be self-generated by using the first letter of the Last Name and the first Letter of the First Name added to the incremented value of the total number of customers. You can change this by either entering your own unique value when adding the Customer.
Last Name - (REQUIRED) Enter the last name of the Customer.
First Name - (REQUIRED) Enter the first name of the Customer.
Title - (OPTIONAL) Select from the drop down the title for the Customer.
Company Name - (OPTIONAL) If your Customer is a company then enter the company name here.
ATTN - (OPTIONAL) If your Customer is a company then enter the point of contact for the company here.
Phone 1 # - Phone 2 # (OPTIONAL) Enter the phone numbers for the Customer. Formatting the phone number is left up to you.
Ext - (OPTIONAL) Enter the extension for the Customers phone if he/she has one.
Fax # - (OPTIONAL) Same as Phone 1 #.
Cell Phone # - (OPTIONAL) Same as Phone 1 #.
Email Address - (OPTIONAL) Enter the email address of the Customer.
Website Address - (OPTIONAL) Enter the Customer website address. It can be entered with or without the http:// prefix. (Both http://www.bls-software.com and www.bls-software.com are acceptable.)
Miscellaneous
Shipping - (OPTIONAL) Select from the drop-down the shipping method this customer uses. If a shipping method does not appear you can add a new one by typing it in the field.
Referrer - (OPTIONAL) Select from the drop-down the referrer that referred the customer. If a referrer does not exist in the drop-down you can add a new one by typing it in the field.
Last Activity Date - (OPTIONAL) Filled in when an Invoice or Credit is issued for the customer. The date can be changed by the drop-down calendar if desired.
Custom1 - (OPTIONAL) Free for all field that can be used to store any information you might want. (Note this information does appear in any report or anywhere else in the program.)
Comments
Comments - (OPTIONAL) Enter any information you wish to add for the Customer in this field. Note that this information is printed on the Customer List.
Buttons
Save - Saves any changes you made and returns to the Main window.
Cancel - Cancels any changes you made and returns to the Main window.