Overview

Crittah's LCMS Customer module consists of individuals or company's  s with whom your business has a relationship. Customer records are typically related to a contact record, of which there can be multiple asscociated. . There are various ways you can create Customers in Crittah as detailed below. Once the Customer record is created, you can view and edit information pertaining to the Customer via the Customers sub menu located under Manage on the navigation bar.  This documentation will cover how to use the Customers module as well as the various actions and options available from within the module.

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The Customer module contains a number of stock fields which come out-of-the-box with Crittah. The below definitions are suggested meanings for the fields and their use, however  however,  the configurable fields such as Stauts abd Status and Type can be leveraged differently to best meet your organisation's needs. Users with administrator  administrator access have the ability to configure those fields.

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1. By selecting the Manage menu option, then "Customers" from the submenu

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2. By selecting the shortcut icon on the top right of your screen

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• Once selected the Customer Screen appears

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• Type Start typing in the fist name of the Customer, this is the only required field on the pageYou also have the option of creating a new customer from the Customer details section.  Those mandatory fields are marked by an asterix below.
  Image Removedcustomer, if the customer exists the Crittah application will begin to search the database for an existing customer match to minimise duplication and time. 
• There are at least four required fields on the form;
  • Company Name
  • Address 1
  • City/Town
  • Post Code
• There is a check box to select if the Business and Postal Address are the same.  By selecting this option the Postal Address area will disappear

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• The Crittah application uses the Google Maps for location services.  By selecting the icon  located at the bottom left corner of either the Business or Postal address area the relevant map will appear

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