Common Data > Customer
Add New Customer
Posted by i3Teamworks Admin on 9 Mar 2018 2:56pm

Before start entering the Customer data, please follow below Setting

1. From your Main Dashboard, go to Common Data and click on Customer

2. Click on Add New Customer

Below are description of the customer form


  • Click on the hyperlink (Click here to choose referrer) to tag the Referrer of this new Customer

 

Customer Account Code

 

Company - Enter the Company Name. Click Search button to check if the Customer Name is already registered.

 

Custome Category & Customer Source - Classify your Customer

 

Potential Rating - Rate your Customer 

 

Industry - Categorize your Customer by the Industries

 

Phone - Office Phone / Mobile

 

Area - Group Customer by Area for effective Visitation planning

 

Address - Enter the Company address

 


Get Location - Set GPS Location of your Customer's Office

 

To Visit Once every X days - Set a frequency of Visitation

 

Assign To - Owner of the Customer

 

Customer Status - Classify your Active or Non-Active Customer or with other Difinition. Learn how to manage Customer Status Label

 

Sharing Customer -Share the Customer among Colleagues

  • Share Customer Information Only
  • Share All Details

Tips

  • Field with * (asteric) - denotes important Field
  • Learn how to Set Required Field for this form.
  •  ADD MORE Information for Customers by using Extra Field

 

After you have successfully Add the Customer, please Add Contact as prompt by system