Customer Entry

This article will explain how to use the Customer Entry button located on the Dispatch Button bar. The Customer Entry button allows you to create and save a Customers contact information, other pertinent information and notes for that Customer.

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

• How to create a Customer Entry, see the How do I Quickly Create/Edit a Customer article.

• Details of each tab in Customer Entry, please refer to the Customer Entry Fields and Functions section.

 

Quick Look:

• Start at "Daily Work" > Select "Dispatching"
• Click "Customer Entry" button
• Select Tabs as needed

Customer Entry Button

1. Beginning at Daily Work, select Dispatching to access Dispatching button bar.

2. Click on the Customer Entry button.  

3. The Customer Entry window is up and ready for you to create a Customer Entry. Select a tab as needed.

3. Use the arrow buttons to scroll through tabs, or the drop-down arrow to select tabs from the menu.

This concludes how to use the Customer Entry button.

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