Open Customer

Correspondence Fields:

Full Name

Name of customer.

Company

Name of company.

Address

Correspondence address.
Press the

button to print an address label.

Communication Fields:

Daytime

Daytime telephone number.
Press the

button to dial the daytime telephone number.

Evening

Evening telephone number.
Press the

button to dial the evening telephone number.

Business (1)

Business telephone number (1).
Press the

button to dial the business (1) telephone number.

Business (2)

Business telephone number (2).
Press the

button to dial the business (2) telephone number.

Mobile

Mobile telephone number.
Press the

button to dial the mobile telephone number.

Fax	Fax telephone number. Press the button to dial the fax telephone number.

Other

Other telephone number.
Press the

button to dial the other telephone number.

Email address.
Press the

button to create a new email to the customer.

Other email (1)

Other email address (1).
Press the

button to create a new email using other email (1) address to the customer.

Other email (2)

Other email address (2).
Press the

button to create a new email using other email (2) address to the customer.

Other email (3)

Other email address (3).
Press the

button to create a new email using other email (3) address to the customer.

Other email (4)

Other email address (4).
Press the

button to create a new email using other email (4) address to the customer.

Other email (5)

Other email address (5).
Press the

button to create a new email using other email (5) address to the customer.

Skype

Skype username.
Press the

button to call the contact using Skype internet telephony.

Company Fields:

Trader

Name of trading company.

Customer ID

Customer id.

Corporate

Name of corporate company.

Miscellaneous Fields:

Reference

Free text reference.

Co-ordinator

Initials of move co-ordinator/account manager and name of user.

Previous Correspondence Fields:

Address

Previous correspondence address.
Press the

button to print an address label.

Financial Fields:

Debit

Total debit amount.

Credit

Total credit amount.

Balance

Balance of account.

Statement

Statement date.

TIP

To amend the customer's details, simply unlock the form by clicking on Actions - Lock.

Notepad Fields:

Notepad

Notepad.
Press the

button to import a schedule of move from a quotation.
Press the

button to import special requirements from a quotation.
Press the

button to stamp notepad with user initials, date and time.

Alert user of notepad

Alert user of the notepad when opening customer file.

Archived

Archived customer.

Save	Close window and save any changes you have made.

Close window.

TIP

You can only archive a customer if the customer has a zero balance.

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