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Insert Customer - Destination

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Destination Fields:

AddressDestination address.
Press the button to import either the correspondence, origin or warehouse address.
Press the button to map destination address or click on Actions - Map Destination Address.
TelephoneTelephone number of destination address.
Press the button to import customer telephone number.

 

Property Fields:

TypeProperty type at destination address and description of property.
BedroomsSize of property at destination address.
Floor numberFloor number at destination address (dependant on property type).
Lift availableLift available at destination address (dependant on property type).
AccessAccess at destination address.
ParkingParking at destination address.

 

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TIP

If 'Contract Work' has been ticked and a corporate company has been selected on the Customer tab, when importing an address you will have an additional option to import the corporate's correspondence address.

If the destination address is in a postal code you would like to prospect, then pressing CTRL+O will automatically add the outcode section of the postal code to the prospecting file.

 

 


Page url: http://help.moveadminister.co.uk/wizardcustomerdestination.htm