Entering customer information

Name

Enter the customer’s first name, middle initial, and last name.

Employee Code

Enter the code for the employee. The system automatically populates Employee Name.

Address 1/Address 2

Enter an address.

Note: Click Copy to Work Address to copy Address 1 or Address 2 to the work address on the action request.

City

Enter the city.

State

Enter the state.

Zip Code

Enter the zip code.

Primary Phone

Enter the phone number.

Secondary Phone

Enter a second phone number.

Third Phone

Enter a third phone number.

Primary Fax

Enter fax number.

Secondary Fax

Enter a second fax number.

Primary E-mail

Enter an email address.

Note: Click Launch E-mail to send an email message to the customer.

Secondary E-mail

Enter a second email address.

Address Alias

Enter a popular name for an address, e.g., Haywood Mall or Cleveland Park.

Notes

Enter notes specific to the customer.

Note: Click Save as New to save the customer information to a new contact information record. See Entering Contact Information. The system automatically populates Customer.

Click Save Changes to save any changes made to this customer’s information to the existing contact information record.

If you do not wish to save the information to a contact information record, leave the information added and navigate to another section. The system saves the new information to the customer request, not to the contact information record.