Overview

Crittah's LCMS Customer module consists of individuals or company'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.

Customer Fields

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, the configurable fields such as Status and Type can be leveraged differently to best meet your organisation's needs. Users with administrator access have the ability to configure those fields.

Any field name with an asterix on the input screen is mandatory.

Field	Description
Company details - Site	The Customer's site defaulted as part of the configuraion
Company details - Company Name	The legal name of the Company
Company details - Company ABN	The Customer's Australian Business Number
Company details - Parent Company	The Customer's Parent Company should it exist
Company details - Web Site	The Customer's business/associated web site
Company details - Status	This is a configurable field
Company Contact - Phone	The Customers Phone, generally land line number
Company Contact - Mobile	The Customers mobile number
Company Contact - Fax	The Customers fax number
Company Contact - Council	The Customers Manucipality
Customers Customer details - Type	Customer type. This is a configurable field
Business/Postal Address - Address 1	The Customers primary address
Business/Postal Address - Address 2	The Customers primary address
Business/Postal Address - City/Town	The Customers City or Town in address
Business/Postal Address - Post Code	The Customers Post Code in address
Business/Postal Address - Country	The Customers Country (defaults based on site)
Business/Postal Address - State/Region	The Customers State or Region (defaults based on site)

Creating or Editing a Customer

There are two ways to enter the "Create/Edit Customer" screen to create or edit a customer.

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

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

Once selected the Customer Screen appears

Start typing in the name of the customer, 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

The Crittah application uses the Google Maps for location services. By selecting the icon at either the Business or Postal address the relevant map will appear

When all minimum required fields are completed select the Save button and your customer record will be saved.

End of Document

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