Address Tab

Navigation: From the Main Menu click Customer Entry. The address tab will be the default selected tab.

When a workorder is created, all of the customer’s information that was input will be added to this Address tab. This eliminates the need to re-enter it again. However, you may find the address tab useful when notified of a customer change.

Details

• First Name: Clicking this button will move the name from the Company Name to the First and Last Name.
• Last Name: The last name of the Customer.
• Company: The full name of the Customer’s Company. Pressing the Company button will move the name from the First Name and the Last Name to the Company Name. If the customer has a Company Name, it is preferable to leave the First Name and the Last Name blank.
• Address: One or two lines of street or P.O. Box address information.
• City/State/P.Code: City, State and Zip/ Postal Code of the Customer. Addresses are required for printing postcards and statements
• Contact: The main person to contact if it is a company. If there are additional people, use the Contacts Tab.
• Email: This space is required for emailing invoices and creating customer email lists. If a customer has multiple emails, they may be added and separated by a semi-colon with no space.
• Send Email Button: Allows you to generate a new email to send to this customer on the fly. From this window, enter the subject and the body, just as if you were sending a personal email. You may even choose to use plain text or HTML by checking either box at the top. You can also select when the email should be sent or you can choose to Send Now. You can also do the following:
  • Select a Template: Brings up a Mail Templates window so you can select a template to use.
  • Reminder Email: Uses the template defined for Reminder Emails. This is set up here.
• Main Store: If you have multiple locations and are using the Multi-store Version of AutoFluent, each customer will be assigned to a store. That store can be changed here.
• Active Box: Uncheck this box if you do not want to let this customer appear on search lists when invoicing. This is preferable to deleting the customer, because the sales history will remain intact for reporting purposes.
• Phone Numbers: In order to search by phone number, the phone number must be in any of these forms:
  • 916-555-2433
  • 916.555.2433
  • 555-2433
  • 555.2433
  • 916-555-2345 Cell
  • 916.555.2345 Work
• Reminder Postcard Button: Pressing this button will allow you to generate a special reminder postcard for this customer to be sent after a certain date. A basic reminder postcard should first be created in the Inventory Entry window, and that will be used as the template for all reminders.