| You can create a customer by manually entering the customer's information into the XTRF system. |
Name | The name the customer to be used in the system. The name can be short but must be unique (e.g. "Fantastic Translations" for "Fantastic Translations Inc."). Enter the text into the field. This field is mandatory. |
Full Name | The customer's legal name which will appear on the customer's invoices (e.g. "Fantastic Translations Inc." and not "Fantastic Translations"). Enter the text into the field. When you enter a name first in the Name field, XTRF automatically copies it into the Full Name field. This field is mandatory. |
The email address of the customer Enter the text into the field.
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Country | The customer's country of residence. Click the drop-down list and select a country. To enter a country into the system, go to System > Configuration > System Values > Countries. |
Individual | The nature of the customer.
After you select the Individual tickbox and click , the system automatically creates a contact person with identical data. For example, if you entered the individual customer Jane Smith, the contact person Jane Smith automatically appears on the Contact Persons tab. |
Branch | The department, affiliate, subsidiary or regional office of your company which does business with this customer. A branch's ideal purpose is to serve as an organisational tool because you associate users and partners to it. Whenever you want to quickly locate such information as a specific quote, project or report, simply select the related branch. Click the drop-down list and select a branch.
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Click to create the customer and advance to Contact Summary. | |
Click to cancel creation and return to Customer Browse. |