The Customer Form
From:
Main Menu
Enter information describing the customer in this form. You can also access
other forms that describe what payments, programming, receivers, and service
the customer has received. NOTE: the background
database validation
does not run when the customer form is open, so close this form when you
aren't using it.
NOTE:
Move the cursor over the picture of the form. When you see the little hand
thingy
appear, you can click on the item to get more information!
NOTE:
The menu to the right (with customers, receivers, etc.) is displayed whenever
you right click inside the
form
you are working in, allowing you to quickly move from form to form as you
enter customer information.
Last Name:
Enter the customer's last name here. Although the single quote character may
be used (for example, O'Malley), avoid using double quotes (the " character) as
searching will suffer. Take care that the first and last name look reasonable
when combined, separated by a blank. Also, take care not to insert leading
blanks in the name. SatTracker searches much more efficiently when it matches
either the entire
field
or from the start of the field.
Data source:
Customers.LastName
First Name:
Enter the customer's first name here. The information in Last Name (above)
applies here.
Data source:
Customers.FirstName
Customer Id:
The customer id is automatically generated; you can't change this field. It is
used to maintain
relationships
between customers and orders, programming, program providers, receivers, and
service. It is also used when you want to
merge
one customer with another.
Data source:
Customers.CustomerId
Date Created:
Date created is the date the Customer information was entered. If you leave
this blank, today's date will be automatically inserted when you click to
another record or jump to another form.
Data source:
Customers.DateCreated
Address 1:
Enter the customer's address here. Typically you would use the home address in
this field.
Data source:
Customers.Street1
Address 2:
Enter a second customer's address here, if needed. Typically you would use the
billing address in this field.
Data source:
Customers.Street2
City 1:
Enter the customer's home city here.
Data source:
Customers.City1
City 2:
Enter the customer's billing city here.
Data source:
Customers.City2
State 1:
Enter the 2 character abbreviation for the customer's home state here.
Data source:
Customers.State1
State 2:
Enter the 2 character abbreviation for the customer's billing state here.
Data source:
Customers.State2
Zip 1:
Enter the customer's home Zip Code here. You can enter either the 5 or 9 digit
version.
Data source:
Customers.Zip1
Zip 2:
Enter the customer's billing Zip Code here. You can enter either the 5 or 9
digit version.
Data source:
Customers.Zip2
Phone 1:
Enter the customer's home phone number here. SatTracker will automatically add
special characters to the phone number: a 7 digit number entered as
1234567
is converted to
123-4567
; a 10 digit number entered as
1234567890
is converted to
(123) 456-7890
. An 'ex' followed by a number is converted to an extension, e.g.
1234567890 ex 234 daytime
converts to
(123) 456-7890 [ex 234 daytime]
Data source:
Customers.Phone1
Phone 2:
Enter the customer's work or billing phone number here. SatTracker will
automatically add special characters to the phone number: a 7 digit number
entered as
1234567
is converted to
123-4567
; a 10 digit number entered as
1234567890
is converted to
(123) 456-7890
. An 'ex' followed by a number is converted to an extension, e.g.
1234567890 ex 234 daytime
converts to
(123) 456-7890 [ex 234 daytime]
Data source:
Customers.Phone2
Alerts:
Enter just about anything you want here.
Data source:
Customers.Alerts
Preferred:
Enter 'yes' if the customer is preferred. This is for your own information.
Future releases may use this to utilize a preferential pricing schedule. It is
displayed under the term "Our System" on work orders; so you can prioritize
your installations. You may see either a -1 or a 0. If so, you can still type
'yes' or 'no'. -1 means yes, and 0 means no.
Data source:
Customers.OurSystem
Prospect:
This field is automatically set to 'yes' when telemarketing information is
entered. It is set to 'no' when you add a receiver to the customer. You may
see either a -1 or a 0. If so, you can still type 'yes' or 'no'. -1 means
yes, and 0 means no.
Data source:
Customers.Prospect
Active:
This field is not used by the program at this time; you may want to use it in
queries. See the
QueryBuilder
for information about creating queries. You may see either a -1 or a 0. If
so, you can still type 'yes' or 'no'. -1 means yes, and 0 means no.
Data source:
Customers.Active
Comments:
Click on this tab to view/enter any comments about the customer that aren't
covered by the predefinied fields.
Data source:
Customers.Comments
Directions:
Click on this tab to view/enter directions for the installers. This
information appears on work orders.
Data source:
Customers.Directions
Credit Card Type:
Enter the type of credit card for the customer here. Double click on the field
to bring up a list of
credit card types
that you can change.
Data source:
Customers.CardType
Credit Card Number:
Enter the credit card number for the customer here. Double click on the field
to bring up a list of
credit card types
that you can change.
Data source:
Customers.CreditCard
Credit Card Expiration:
Enter the four digit credit card expiration date for the customer here.
Data source:
Customers.Exp
Sales Tax Exemption Number:
Enter the a sales tax exemption number if the products sold to this customer
are for resale (depending on the laws in your state). If this field is
non-blank, sales tax is not calculated for the order.
Data source:
Customers.SalesTaxExemptionNumber
Claim Number:
This contains the qualifying information from your dish supplier. The
telemarketers reports in the
Prospects Form
use the Claim Number field to indicate that the telemarketer should be paid
for the lead. If Claim Number is non-blank, and the Telemarketer Paid Date
field has not been field in, the Unpaid Telemarketers report includes that
customer.
Data source:
Customers.ClaimNumber
Notes:
Enter any notes pertaining to this lead.
Data source:
Customers.LeadNotes
Lead Source:
Enter where the lead was generated. Double clicking on this field brings up a
list of lead sources. Typical examples would be "Cold Calling", "Trade Shows",
or "Walk-In".
Data source:
Customers.LeadSource
Social Security Number:
Enter the social security number of the lead.
Data source:
Customers.SocialSecurityNo
Contact Date:
Enter the date contacted. If this is left blank, the current date is used when
you click to another record or out of the customers form.
Data source:
Customers.ContactDate
Telemarketer:
Enter the name of the telemarketer. Double clicking on this form brings up a
list of telemarketers and their pay rate. The Unpaid Telemarketers report in
the
Prospects Form
uses the pay rate to calculate the amount of money due the telemarketer.
Data source:
Customers.Telemarketer
Lead Paid Date:
Make the LeadPaidDate non-blank to mark telemarketer as having been paid. The
Mark Unpaid Telemarketers as Paid report in the
Prospects Form
sethis fd to currene (where the Claim r is non-blank and the LeadPaidDate is
blank).
Data source:
Customers.LeadPaidDate
Navigational Buttons:
The buttons, in order, perform: Go to first record, go to previous record, go
to next record, and go to last record.
New Record Button:
Press this button to create a new, blank customer record. If you hit this
button by mistake, press 'Esc' (or click on the 'Undo' button) to undo the new
record.
Delete Customer Button:
Press this button to delete a customer record. A
dialog box
confirms the delete.
Undo Changes Button:
Press this button to Undo changes to the customer record. You can also press
the 'Esc' key.
View Original Data:
Press this button to view original data associated with the customer. This
button only functions if you utilized our data importation services. It exists
so that any data translation errors can be rectified; sometimes the input data
is too random to be imported programmatically.
Print Customer Information:
Press this button to display a report containing all customer information,
including orders, service, receivers, and programming.
Close Customer Form:
Press this button to close the customer form. Any customer-related forms, such
as receivers and service, are also closed.
Hand Thingy:
See? It really works!!
Have Questions? Email Us !
Copyright Mathes Future Products, 2000, all rights reserved
Page last updated: Wednesday, July 19, 2000