General Customer Info

The General tab is where you enter general information about the customer:

Customer Number

Every customer in your system has a unique customer number. This number identifies the customer and can be used to quickly locate him/her. It is recommended to use the customer’s phone number as the customer number.

  • If you don’t have a number, leave the field blank. The system will create one for you.
  • If you have a number, input it here.

Remaining Fields

Input additional information about the customer:

  • Title, such as Mr./Mrs./Ms./Miss/Rabbi/Reverend/Judge
  • Name
  • Company this customer is purchasing for
  • Description about the customer
  • Website associated with the customer
  • Status, such as Active or Blocked
  • Notes about this customer

The Memos  button pulls up memos from orders associated with this customer.

Add contact information:

  • Phone Number of all kinds, such as fax and mobile number
  • Email Address, the first of which will be used to auto-fill the “To” field when emailing the customer
Select New Phone or New Email to add contact info