Customer Management: Adding or Editing a Customer: Contacts & Address Tab

Add Addresses

Adding Customer Addresses.

1.Click the “Add Address” (1) button.

2.Enter the address details, button (2)..

3.Select the Address Type, button (3)

4.Click Save before closing the screen.

You can create multiple addresses for the same customer, such as:

•Physical Address

•Postal Address

•Delivery Address

•Billing Address

Website Address

Enter the customer’s website address in the designated Website field.

Columns on the Contacts & Address Tab

You can store an unlimited number of contacts. Available fields include:

Mobile Number

Mobile Number

Enter the contact's cellphone number.

Double-click this field to open the SMS form and send a message directly to the customer.

Mandatory Mobile Numbers

To require users to capture at least one contact with a mobile number:

Go to:

Customer Options > New Default/Required

Enable the:

•Cellphone checkbox

Email

Email Address

Enter the contact person’s email address in the Email field.

Email Function

Double-click the email field to open the Email screen and send an email directly to the contact.

Allow Emails

Allow Emails

The Allow Emails column determines which contacts are allowed to receive:

•Statements

•Invoices

•Quotations

•Other customer documents

Enable this option only for contacts who should receive customer correspondence.

Additional Columns

Additional Columns

Additional fields available on the Contacts & Address tab include:

•Job Description

•Job Function

•Designation

•Department

•Notes (if applicable)