Maintain customer prospects

Maintain customer prospects

If you want to maintain customer prospects account. Then you go on tool bar and click on maintain. The following options come in front of you. After that you click on customer/prospects as shown in the picture.

After clicking on maintain customer/prospects the following page will come in front of you. On this page you write the information regarding your customer (name, customer id, contact, address, zip code, telephone etc.)

Sales defaults:

                   This page is for setting up a new sales defaults for a new customer.

1.       In this page user will enter sales representative that has contact with the customer.

2.       And in GL sales acct user can select the general ledger sales acct for the customer. And without this will not affect the sales transaction.

Payment defaults:

If user want to set up a customer receipt setting for each customer than he must select payment defaults.

1.      In cardholder name, if the user want to use a credit card from the customer for the payment.

2.      Enter the information regarding the customer in address, city, state, zip code, credit card number in the following.

Custom fields:

                           User can use custom fields for adding contacts.

1.       In second contact you have to write second contact related to the customer.

2.       In reference you have to write a person’s contact who his related to the customer.

3.       In mailing list you have to write the mailing addresses related to the customer.

History:

               The history tab is used to check the past transactions of the customer.