Creating a Customer
- Simon Sayegh (Unlicensed)
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 -Â 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.Â
- 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 at either the Business or Postal address the relevant map will appear
- When all minimum required fields are completed select the Save button Â
and your customer record will be saved.
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