Customer Information - General

General Information

This screen tab contains general information about the customer.

See Also

Customer Information- Includes information on the Verify Address Function

Field Definitions

TYPE CODES - these three codes are free-form and can be used to classify the customer. Any one or more of the three code positions can be used alone or in combination. Lookup List is available on this field. These fields can be entered "on-the-fly" or maintained in the Maintain Customer Type Codes function.

COMMENTS - a free-form memo about the customer. This field can also be used to keep some special piece of information on the customer that can only be seen from within the customer record.

SALES ID - the salesperson ID for the customer. Lookup List is available on this field. All orders for this customer (as the Billing Customer) will default to this Sales ID.

SiteLINK PASSWORD - For SiteLINK Users Only. The field contains the password that the customer entered when registering on your SiteLINK Store. Optionally, you can enter a password in this field when manually entering a new customer record. This will allow the customer to log on to your SiteLINK site and view the status of both M.O.M. generated and SiteLINK generated orders.

ADDITIONAL PHONE FIELD - enter additional phone numbers  for this customer's record. Select Add New from the drop down menu, then select a phone number type and add the number and extension.

E-MAIL - if the customer has an e-mail address, enter it here. This address is used throughout M.O.M. to optionally send customer notices and correspondence via e-mail. Note: If an e-mail address is entered, the field name changes color to blue. You can e-mail the customer directly from the screen by clicking on the blue field name to connect to your browser.    Also, sending e-mail from the Customer Information screen will create an e-mail template with auto-signature if it is setup in your E-mail Client.

ADDITIONAL EMAIL FIELD - if the customer has additional email addresses, enter them here.  Select Add New from the drop down menu, then select a email account type and add the email address.

Note: Email Addresses will be verified upon entry. M.O.M. will require the address to contain the "@" and "." in the correct areas.

BEST TIME TO CALL- enter the best time to call the customer, be sure to enter the time in the customer's time zone then select  the zone from the list. M.O.M. will display the equivalent time for the time zone that your workstation is set for.

WEB - if the customer is a business with a web address, enter the URL here. Note: If a URL is entered, the field name changes color to blue. You can access the URL directly from the screen by clicking on the blue field name to connect to your browser.

VIEW CUSTOMER'S ACTIVITY INFORMATION - click this button to view detailed information on the customer's activity.

STATUS - this field indicates whether the customer is an ordering customer, or non-ordering customer type name in your M.O.M. system.

EXPIRED - check this box to indicate that the customer is no longer an active name in the customer database. Expired names can be deleted from the customer database using the Database Purge Module.

FRAUDULENT - check this box to indicate that the customer has made fraudulent transactions with your company. M.O.M. will prevent any new orders from being created for this customer and will place any open orders for this client on "Fraud Hold."

DO NOT MAIL - check this box to suppress the name from any mailing list created with the List Management Module.

DO NOT E-MAIL - check this box to suppress the name for any broadcast e-mail list created with the List Management Module.

DO NOT RENT - check this box to indicate that the name cannot be rented in a list created with the List Management Module.

DO NOT CALL - check this box to suppress the name from any phone call campaign list created with the List Management Module.

DO NOT FAX - check this box to indicate to suppress the name from any fax list created with the List Management Module.

LAST ORDER - the most recent order number for the customer in the system.

# OF ORDERS - the total number of orders made by the customer.

# OF MAILINGS - the number of times a mailing label was created for the customer. The mailing counter is updated for a customer when labels are printed in the List Management Module.

RFM Rating - the recency/frequency/monetary value rating for the customer. This rating is based on the RFM Analysis Settings in the List Management Module.

ORIGINAL SOURCE - the first source key entered for the customer in the system.

LAST SOURCE - the most recent source key entered for the customer in the system.

ENTRY DATE - this is the first date of activity for the customer and represents the date on which the customer was first added to the customer file in M.O.M.

LAST ACTIVITY - the last date of activity for the customer in the system.