View Customer Information / LTD Customer Information

Document Entry -> activated by Divisional Contract Parameter -> View Customer Information

A complete overview of the customer's business activity and relationship with your firm can be displayed.
This is a view only utility and no changes, additions or deletions can be made to the displayed information, so this can be a useful view for operators that need access to detailed customer information but should not have the ability to modify it.
Refer to Customer Information Inquiry for details all on the information displayed.

This information window can also be flagged to automatically appear when entering the customer header information on a counter document including Contracts, Reservations, Counter Worksheets, and Rental Quotations.
To activated this feature for a division, set the Display LTD Figures flag in the Divisional Contract Parameters.

This divisional parameter also controls the LTD TOTALS statistics that are displayed on the product details screen of the document including:

LTD $ OF RENTALS

The Customers total dollars in rentals lifetime-to-date displays.

LTD $ OF SALES

The Customers total dollars in sales lifetime-to-date displays.

LTD # of INVOICES

The total number of rental and sales invoices displays.

AVERAGE AMOUNT

The average amount per invoice displays.