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Address Tab CustomerThe Address tab contains a customer's main contact information, such as billing address, telephone numbers, e-mail addresses and website URL.
Address

The customer's street address or if applicable, post-office box number.

Enter the text into the field.

Address 2

Any necessary secondary postal address information, such as apartment number or street address.

Enter the text into the field.

Postal Code

The postal or ZIP code appended to the customer's address.

Enter the code into the field.

City

The city of the customer's address.

Enter the text into the field.

Country

The country of the customer's address.

Click on the drop-down list and select a country.

To enter a country into the system, go to System > Configuration > System Values > Countries.

Time Zone

The time zone of the customer's address. 

Click on the drop-down list and select a time zone.

Province

The province or state of the customer's address.

    • Click on the drop-down list and select a province or state.
    • To add a province or state to the system, click . When you click on this, you are taken to a new page. For a description of the page, click here:

To modify a province or state, go to System > Configuration > System Values > Provinces & States.  

Phone

The customer's primary phone number.

Enter the number into the field.

Phone 2

The customer's secondary phone number.

Enter the number into the field.

Phone 3

The customer's tertiary phone number.

Enter the number into the field.

Mobile

The customer's mobile phone number.

Enter the number into the field.

SMS Enabled

The customer's preference to receiving SMSes.

    • Select the tickbox to have SMSes sent to the customer.
    • Deselect the tickbox to not have SMSes sent to the customer.
Fax

The customer's fax number.

Enter the number into the field.

E-mail

The customer's primary e-mail address, which is also where the majority of XTRF emails are sent to.

Enter the address into the field.

This field is mandatory.

CC in E-mails to Contact Persons

The customer's preference to receiving carbon copies of XTRF-generated emails sent to his/her contact persons.

    • Select the tickbox to have the system send carbon copies of XTRF-generated emails to the customer's contact persons.
    • Deselect the tickbox not have the system send carbon copies of XTRF-generated emails to the customer's contact persons.
Disallow CRM E-mails

The customer's preference to receiving Customer Relationship Management (CRM) emails.

    • Select the tickbox if the customer does not want to receive CRM emails. CRM emails will not be sent to the customer.
    • Deselect the tickbox if the customer wants to receive CRM emails. CRM emails will be sent to the customer.
E-mail 2

The customer's secondary email address.

Enter an address into the field.

Use for CC 2

The customer's preference to receiving carbon copies of emails at this address.

    • Select the tickbox to have the system send carbon copies of XTRF-generated emails to the customer's secondary email address.
    • Deselect the tickbox to not have the system send carbon copies of XTRF-generated emails to the customer's secondary email address.
E-mail 3

The customer's tertiary e-mail address.

Enter an address into the field.

Use for CC 3

The customer's preference to receiving carbon copies of emails at this address.

    • Select the tickbox to have the system send carbon copies of XTRF-generated emails to the customer's tertiary email address.
    • Deselect the tickbox to not have the system send carbon copies of XTRF-generated emails to the customer's tertiary email address.
WWW

The URL of the customer's primary website.

Enter an address into the field.

WWW 2

The URL of the customer's secondary website.

Enter an address into the field.

Account on Customer's Server

The customer's FTP address, server's domain name and his/her login name and password.

In the text box, enter any relevant information.

EditClick to modify the tab.
saveClick to apply any modifications.
cancelClick to terminate the modification process.
Create Quote

Click to create an estimate for a project of this customer.

When you click on this, you are taken to a new page. For a description of the page, click here: Quote Create.

Create Project

Click to create a project for this customer.

When you click on this button, you are taken to a new page. For a description of the page, click here: Project Create.