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Main form

Contents

Usage:

Main Customer form is the first tab that opens once the Customer form is selected. This form displays the most important information related to the selected customer such as : Name, Address, Phone numbers, Labs, Calls, Pricing, E-mail and much more.

Navigation: Customers > Main

V11 - Customer form

Customer main form

1.Name information such as:

•Prefix

•First Name

•Last Name

•Dear

•Title

•Practice Name

1.Address that includes:

•Address 1

•Address 2

•City

•State, Zip Code

•County

•Country

•Office Hours

1. Phone numbers:

•Dialing Prefix

•Office

•Fax

•Cell

•Other

4. Other Info

•E-mail

•Web URL

•Sales Person

5. The Customer can be Active or Prospect. Customers that are set as a Prospect cannot create cases.

6. Next there are two options to check:

•Never Send Collection Letter

•Don't Send Marketing Material

7. The following information is set based on the values already entered in the system.

•Source - Administrator > Settings or V11 - Settings on Home Page > CRM Lists > Customers > Sources

•Source Name - Administrator > Settings or V11 - Settings on Home Page > CRM Lists > Customers > Source Names

•Dental Group - Administrator > Settings or V11 - Settings on Home Page > CRM Lists > Customers > Dental Groups

•Customer Class - Administrator > Settings or V11 - Settings on Home Page > CRM Lists > Customers > Classes

•Customer Type - Administrator > Settings or V11 - Settings on Home Page > CRM Lists > Customers > Types

•Specialty - Administrator > Settings or V11 - Settings on Home Page > CRM Lists > Customers > Specialties

•Invoicing Lab - Administrator > Settings or V11 - Settings on Home Page > Global > Laboratory Lists > Laboratories

•Territory - Administrator > Settings or V11 - Settings on Home Page > CRM Lists > Customers > Territories

•Technical Advisor

•CSR Advisor

•Referred By

8. Pending Calls - displays all calls with Pending status. To see how to add a call visit this page.

9. Personal Notes - enter any notes and click Save Personal Notes. These notes are intended for capturing brief personal information about the customer.

Please Note: Users may make any changes by simply typing or selecting the new information and then clicking Save Personal Notes on the left menu.