Customers: Information Tab
Use the Information tab to add, edit, or view customer and/or vehicle information.
To add or edit customer information:
-
Click the "…" button (after the Name field).
-
Result: A Customer Name window opens.
-
-
Name information:
-
Personal customers:
-
Enter or edit your customer’s First Name and Last Name (optionally include Prefix, Middle Name and Suffix).
-
Note: The Name 2 field is optional for adding another contact, such a spouse or family member.
-
-
-
Business Customers:
-
Enter or edit the business or company name in the Name field.
-
Enter or edit a contact name in the Name 2 field.
-
-
-
Enter or edit the customer’s address information:
-
Address: The customer's address.
-
Postal Code: The customer’s postal code (5-9 numbers).
-
The City and State/Province fields are automatically filled if the first five digits of the postal code are recognized by ALLDATA® ManageSM.
-
Note: The setting chosen in Company Setup >> City Name Case will determine if the city name is completely capitalized or capitalized as a title.
-
-
-
When active, use the Follow-up field to select the format for Customer Follow-up letters. The options are:
-
None
-
MARKET Email - This feature is no longer available
-
ALLDATA MANAGE Mail Merge
-
-
Enter or edit the following contact information:
-
Home: The customer's home telephone number (20 character maximum).
-
Note: If you do not enter an area code when entering a customer phone number, your shop's area code is automatically inserted.
-
-
Business: The customer's business telephone number (20 character maximum).
-
Mobile: The customer's mobile or cell telephone number (20 character maximum).
-
Pager: The customer's pager telephone number (20 character maximum).
-
Email: The customer's email address. (50 character maximum.)
-
-
Enter or edit the following customer information:
-
Customer Type: Use the Customer Type drop-list to select a customer type.
-
Resale Number: Type the customer’s Resale number, if applicable. (30-character maximum)
-
Record the resale number for tax-exempt wholesale customers.
-
Example: If you are a specialty shop and you do a repair for another shop, you would record the other shop’s resale number for tax filing purposes. It is proof that the customer is tax exempt.
-
-
Tax Exempt: The Labor Tax Exempt or Parts Tax Exempt check boxes default depending on the selected customer type. Change the setting as appropriate.
-
Tax Schedule: Select the Tax Schedule to use for orders from this customer.
-