Global Parameters Maintenance - Customer Entry

General Information

This screen tab contains information related to several different system parameters, including the accounting interface, telemarketing dial-up interface, the daily announcement and the customizable lookup sequence for customer lookup.

See Also

Global Parameters Maintenance - Overview

Accounting Methodology

Customer Look-up Sequence

The sequence of the fields in this list (top to bottom) determines the cursor movement path in the fields of the Customer and Order Lookup Screen. The field most often used for customer lookup in your company should be the first in the list. The field least often used for customer lookup should be last in the list.

ALSO INCLUDE FIRST NAME IN LOOKUP - Enables you to lookup a customer with the First Name field enabled to filter the results. Note: You can cannot look up customers solely by the First Name field, it must be used in combination with another search field.

USE SOUND SEARCH ON LAST NAME LOOKUP - Allows M.O.M. to automatically compensate for misspelled names when searching for customers. A list of all possible matches will be displayed based on the combination of characters entered.

ALLOW COUNTRY FOR 3RD COLUMN DISPLAY - Enables the option to view the customers; country of residence when searching for customers. The country option will be displayed in the drop-down menu for the third column lookup.

Customer Type Code - Allow  'On The Fly' Entry for Customer Type- Customer Type codes are usually predefined, by checking this option next to one of the type codes, it will allow manual entry in the type code field.

XBASE Expression For Alternate Customer Number

An entry is required here only if you want M.O.M. to generate a secondary customer number for customer lookup. If Alternate Customer Number is to be used for a customer number taken by a order taking service bureau or prospecting service, no entry should be made in this field. An XBASE format entry in this field determines how M.O.M. generates the Alternate Customer Number. For information about the fields that can be used to create an alternate customer number, consult the Customer File (CUST.DBF) in the Data Dictionary in your User Reference Guide. If you use more than one field name to create this number, separate the fields with +. This field is scrollable left/right to accommodate large entries.

Format for Name and Address

This option controls the auto-capitalization feature of M.O.M..

Initial Caps - Select this option to have M.O.M. automatically capitalize the first letter(s) of a customer first name, last name, and street address when entering a new customer name and address.

Upper Case - Select this option to have M.O.M. automatically capitalize all of the letters of customer first name, last name, and street address when entering a new customer name and address.

Free Form- Select this option to allow free entry of customer information without any changed done to capitalization.

Business Rules

Demographic Information is Required- Select this option to require at least one field to be populated in the   Demographics tab of the Customer Record.

Make Customers Inactive When the Last Order Date Was ___ Days Ago- Select option will mark customers with no order activity after the designated number of days as Inactive. This can be used when creating Customer Lists in the List Management Module or when setting up Manager’s Authorization restrictions.

Telemarketing Option

MODEM INTERFACE PORT - the logical name for the local CPU port used for the modem when the auto-dial feature is used with the Telemarketing Module Option. This port is usually COM1 or COM2.

Address Correction and Validation

MAINTAIN VANITY ADDRESS FOR ALL CUSTOMERS- Check this option to keep the originally entered address on a customer record, and restrict the usage of the validated address to just labels and mailings.

VALIDATE ON CHANGE OF ADDRESS- Check this option to have M.O.M. automatically verify an address after it has been changed and the user saves out of the record.

VALIDATE ON IEM IMPORT- Check this option to have M.O.M. validate Customer addresses while importing. At the end of the import, you will receive an exception report detailing which customer records do not have an exact match and require a second look.