Customers - Overview

Full Customers User Guide

The Customer List houses the names and addresses of customers.  Customer records may be added, changed or deleted from this screen.  The top portion is the same information seen when entering customer information while entering a customer order. 

The Tool Bar

   Inserts a new customer record.

  Edits the highlighted customer record.

If information on a customer record is changed, a message box that prompting to choose whether to update that information in Quotes and another prompt to update BidPro.

 Deletes the highlighted customer record. A customer record cannot be deleted if it is associated with an order.

  Add, edit or delete a note on the customer record.

  View ALL notes on the customer record.

  Allows applying a discount pricing scheme to this customer record.  See Default Discount Level for more information.

  Allows adding of contacts to a customer record.  A Contact is an individual person, who can be related to a Customer, like a Purchasing Agent who works for a builder, or a non-related Contact, like a Mill               Rep. 

  Allows adding multiple ship-to addresses to the same customer.

  Print Membership Card.

 Attach a file to the customer record.  An attachment icon will appear next to a customer record to indicate a file has been attached to it.

  Find specific or more detailed customer records.

  Tags one or more customers for label printing.

  Tags all customers for label printing.

  Un-tags one or more customers.

  Un-tags all customers.

   Prints customer labels.

  Batch Edit Salesperson

  Printing Customer List

Browse List Columns

CPM

If the check box to include CPM prospects is checked in the custom filter in customers, then this column will have a P in it indicating the record is a Prospect in Client Management. 

Relationship/Buyer Type

Relationship names are user-definable, but are defaulted by RFMS to Main, Branch, and Standalone.  

Buyer Type is used when using RFMS Referrals or ProSource.  Click here for more details.

Date Edited

This date is automatically updated when something on the customer record is changed.