Create New Customer Card File
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Display Name *

Customer Number

Status *

ABN

Industry Type





Designation

Default Category

 
 
If a customer is on stop supply then users will be advised of the status:

A. If they go to create a new job for that customer (on the create new job page).

B. On the job details page.

This feature is typically used when the customer has an outstanding invoice, or invoices, that need to be paid.
Supply Status
* *
Default Location Details
This street address will appear as the default location for this customer. It generally signifies that this is the companies head office location.
Street Address

City / Town



Postal / Zip Code

State / Region



Country

By selecting 'Create Site' a site will be created with the details that have been inputted against the customer profile. This is useful when there is only one customer site or when the details for the new site are the same. Alternatively you can create a new site by going to the Sites Tab and Selecting 'Create Site
Create Site
 
 
If a site name is not manually inputted then it will automatically be created based on the default location details address.
Site Name

This Postal Address will appear as the default postal address for new customer sites that are created. It can be overwritten on a per site basis in the site -- [SELECT SITE] -- Details page.
Postal Address

City / Town



Postal / Zip Code

State / Region



Country

Same as street address
 
 
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