In-Depth Steps for the "Contact Info" Tab

This article will explain in-depth steps for the "Contact Info" tab of the Customer Entry window.

Regardless whether you are "Editing" or "Adding" a New Customer, this information is relevant. Once a New Customer is created, any information stored can always be Edited.

For in-depth steps, please refer to the following:

• Other tabs in the Customer Entry window, please refer to the Customer Entry Fields and Functions Section.

• Editing and existing Customer, see the How to Quickly Create/Edit a Customer article.

Note: The information saved into the Contact Info tab are visible and will appear in the Drivers App.

Quick Look:

• Start at "Daily Work" > Select "Dispatching"
• From "Customer Entry" > Click on "Contact Info" tab
• Enter pertinent info
• Click "Save"

Contact Info Tab

1. Beginning at Daily Work, select Dispatching.

2. Select Customer Entry.

3. Enter pertinent information into it's respective fields, click the Save button when done.

•  Phone:  Customers phone number.
•  Cell: Customers cell phone number.
•  Alt Phone: Any alternate phone number you want to store for this Customer.
•  Fax: Customers Fax number.
•  Contact: Customers Contact name.
•  Email: Customers Email address.
•  Website: Customers Website address.

3a. Confirmation the Contact Info was saved appears in the upper right corner of your screen:

This concludes the steps for each field of the Contact Info tab.

If you have any questions, you can contact us at [e-mail] or call 760-267-9040