Customer Overview

Header Buttons

Folder – see UI > Popup > Header Buttons > Folder
Save – see UI > Popup > Header Buttons > Save
Save & Create New – see UI > Popup > Header Buttons > Save & Create New
Toggle Edit – see UI > Popup > Header Buttons > Toggle Edit
Close – see UI > Popup > Header Buttons > Close

Fields

Header

Customer Number – Generated unique identifier based on Entity Type (2 characters), Name (2), Address (3) and City (2) followed by 3 digits. E.G. CUNAADDCIXXX
Customer Name – Identifiable name of entity
Active – This is used to deactivate / “Delete” an entity that is no longer used
Type – Type of entity based on Customer Type List
Company (Business, Non-Profit) – The name of the customer when type is business like
Salutation – see Data > Shared > Fields
Main Contact Name – First Name and Last Name will generate Customer Name when type is not business like
Phone Number – The primary phone number
Cell Number – The primary cell phone number
Email – The primary email for the entity, may be used to connect to an ecommerce account

Details

Address – see Data > Shared > Fields
Preferences – small multi-line field for customers likes and dislikes
End Date – see Data > Shared > Fields
Marital Status (Residential) – see Data > Shared > Fields
Age Range (Residential) – see Data > Shared > Fields
Ethnicity (Residential) – see Data > Shared > Fields
Sex (Residential) – see Data > Shared > Fields
Birthday (Residential) – see Data > Shared > Fields
Industry Served (Business) – see Data > Shared > Fields
Purchasing Agent (Business) – see Data > Shared > Fields
Primary Market (Non-Profit) – see Data > Shared > Fields
Size of Membership (Non-Profit) – see Data > Shared > Fields

Sales Info

see POS > Sidebar > Customer Activity

Finance

Currency – The currency that the customer deals in
Tax Registrant – Whether or not the customer is registered with the local state for tax purposes
Credit Limit – The limit of credit the customer can use before being restricted
Tax Exempt – Whether the customer is wholly exempt from taxes
Payment Terms – The terms which apply to credited sales