TW- Customer Information

The Customer Information file is the main storage location for standard information about each customer.
The customer record fields include:

CUSTOMER #

When creating a new customer record in Add mode, accept the number automatically assigned for this customer, or manually type in a preferred customer number.

To review an existing Customer record in Change mode, enter the desired customer number, or enter the first few characters of the customer's name (Alpha Key) to list matches in the search/selection pop-up, or use the search widow as outlined in Accounting Customer Search.

NAME

Enter the customer's name as it should appear on customer documents and other printed reports. Use up to 30 characters.

ALPHA KEY

This field controls the filing of the Customer Names in alphabetical order.
For example, if the customer's name was 'Arrow Construction Company', enter ARROW as the alpha key.
If the customer's name was 'John Hamilton', enter HAMILTON as the alpha key.

CONTACT NAME

Enter an optional name of your contact person at the customer's firm.

ADDRESS LINE 1

Enter the address to which the customer should be billed.
If more space is required, use Address Line 2, but always use Address Line 1 first.

ADDRESS LINE 2

See Address Line 1.

CITY

Enter the city for the customer's billing address or select one from the City Search window, where the Tax information for the city can also be viewed.

PROV/STATE

Enter the province or state, to a maximum of 5 characters.
This is a free format field, but the Prov/State Search window is provided to view and select from standard province and state codes that should be used if your firm is using the Vertex or a third-party taxing software.

POSTAL/ZIP

Enter the postal code or zip code.

COUNTRY

Enter the country code or select one from the drop-down list.
This is an optional field.

PHONE #

Enter the area code and primary telephone number up to 12 characters.

ADDITIONAL PHONE NUMBERS

Window to add any extra useful phone numbers as outlined in Alternate Phone Numbers.
These additional telephone numbers are also used in the lookup programs by Telephone#.

EXT #

Enter the telephone extension number for the primary phone number, if applicable.

FAX #

Enter the Fax number to a maximum of 16 characters.

CONTACTS

The TW - Contact Information window is provided to enter or view contact information for this customer, and to define the Contacts to receive emailed documents associated by Site for this customer.

COMMENTS

This single line free-form field is used for comments about the customer.
In the Rental Management System, this comment line is displayed in red at the bottom of the document header screen during Contract/Invoice/W.O. entry. The Comment also appears in several Customer Inquiries.
These comments do NOT print out, and your customers CANNOT see them, unless your monitor screen is visible to them.

TAXES

Texada SRM offers three separate tax process options.
The prompts that are displayed for Customer Tax setup depend on the tax processing method activated for your firm as outlined in Tax Prompts by Taxing Method.

FILE ATTACHMENTS

Multiple external documents or images can be associated with this customer when setup in the File Attachments window.

This field is disabled if there is no attachment directory defined in Company Miscellaneous Parameters.

Finished?

Click ACCEPT to save the changes to this customer record, or CANCEL to abort.

ACTIONS:
Additional actions provided by buttons on the Customer Information screen include:

• Delete Customers:
  It is not recommend to delete any customer records from your system, since the information may be needed at some point.
  However if the customer is a duplicate or is not required, the customer record can be deleted.
  The DELETE button is only active when the role assigned to the operator in Operators has permission to delete customers.
  The role permission is setup in Security Roles on the Security tab of Configure System Settings.

  To delete an existing customer, click the DELETE button before selecting the customer to be deleted, and proceed as outlined in Delete A Single Customer.
  This program ensures that the customer records are not active within the software, before it deletes them.

• Access Sites Associated with Customer:
  Click the SITES button to view and update FL- Site Information through FL- Site Search.