Add a new Customer

Prerequisites

Adding a new Customer:

1.To add a new Customer:

Click on New Customer icon in the left menu panel

V12 - Add New Customer - Navigation 1

Add new customer navigation

or click on the New Customer button on the left menu of the Customer form

V12 - Add New Customer - Navigation 2

Add new customer navigation

To open the Customers form either:

•Click on the Customers icon on the left Menu tab

•Or navigate to View > Customers

•Or press F3 key on your keyboard

V14 - Customer - form

Customer form

or click on New Customer in File menu

V12 - Add New Customer - Navigation 3

Add new customer navigation

or simply click CTRL+F2.

2.The Add new Customer form will open:

V12 - Add New Customer - form

Add New Customer form

3.Enter all necessary details in the Add new Customer form fields.

Notes:

• Customer ID, Invoicing Lab, and Local Route or Carrier are the only mandatory fields, but it is best practice to enter as much information as possible.

• Auto Generate Customer ID is very useful for entering Prospects rapidly during trade shows. If this option is enabled, the Customer ID will automatically be generated based on the last name plus a system sequential number. i.e. "Brown - 1005". Customer IDs can be changed later on.

• Customer can be marked as Active, Prospect, or both, but cases can be entered only for Active customers.

4.During customer creation there are several options to verify that this customer hasn't already been entered:

• - Check for duplicates by practice name.

• - Check for duplicates by last name and zip code.

• - Check for duplicates by phone number.

5.Before clicking Save, you can update the Billing Information by clicking on . This will automatically populate fields where information was inserted so you won't have to retype this information.

6.Click Save to save the new customer record.

Note: Once the customer is created, make sure that the Phone Number and E-mail address fields are filled in so the customer can be contacted at any time with a single click on the icons next to these fields.

There are also three options under the Customer menu to contact the customer by phone:

➢Dial Office Phone

➢Dial Cell Phone

➢Dial Other Phone

Clicking on the E-Mail icon will open the Send E-mail form with the From and To fields automatically populated. The From field will have the user's email address and the To field will populate with the selected Customer's email address. The same will occur if the Send E-mail option is clicked under the View menu when customer form is opened.