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Customer Management System Misc Tab
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| The Misc Tab is used to record Miscellaneous and Customer Contract information. |
| SALES AGENT - The Sales Agent selection box is used to select the employee who is the customer's primary Sales Agent. |
| Business Category - The Business Category field is used to record the customer's primary area or category of business. |
| Customer Type - The Customer Type selection box is used to select the type of customer. The customer type selections can be changed by clicking the EDIT dialogue next to the selection box. |
| Business URL/Web - The Business URL/Web field is used to record the customers business or personal web address. |
| Business Description - The Business Description field is usd to record a basic description of the customers business or occupation. |
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| CUSTOMER CONTRACT DATA |
| Contract Number - The Contract Number field is used to record the customer's contract number. The Contract Number field is an alphanumeric field. |
| Contract Date - The Contract Date field is used to record the customer's Contract Date. The contract date should be entered in the format MM-DD-YY. |
| Contract Renewal Date - The Contract Renewal Date field is used to record the customer's Contract Renewal Date. The contract Renewal date should be entered in the format MM-DD-YY. |
| Equipment Type - The Equipment Type field is used to record any specific model or equipment type that is utilized within the contract, The equipment type field is an alphanumeric field. |
| Contract Notes - The Contract Notes field is used to record any customer specific contract notes. |
| Contract 2 Notes - The Contract Notes 2 field is used to record additional customer specific contract notes. |
Primary
Info