Enquiry Screen - Customer

The Customer panel shows any Customers linked to the Enquiry and allows them to be edited.

Add Customer

Customers can be added to the Enquiry using the ‘+’ button on the header of the Customer panel.

See the Customer Pop-up section below for more information.

View/Edit Customer

Click on the pencil icon for a Customer to view and edit the Customer details.

See the Customer Pop-up section below for more information.

Customer Pop-up

The Customer Pop-up allows details to be entered for new Customers, or details to be viewed and edited for existing Customers.

Customer Pop-up - Search Contact

It is possible to pre-populate the Name and Address fields for a Customer using the Search Contact field.

The Search will look in the Confirm Contacts list for matches on any of the following:

Title
Name
Surname

Customer Pop-up - Search Address

It is possible to pre-populate the Address fields for a Customer using the Search Address field.

The Search Address field allows searching by any of the following:

Flat/Building
House Name/Number
Street Name
Locality
Town
Post Code

Customer Pop-up - Actions

Make Anonymous

Clicking on 'Make Anonymous' button will clear all details of a Customer. It will replace the Customer Surname with the date the details were cleared and the user who cleared them.

Copy this Customer

This option will create a new Enquiry and pre-populate it with a copy of the selected Customer's details i.e. create a new Customer Record for the new Enquiry.

New Enquiry for this Customer

This option will create a new Enquiry for the selected Customer record i.e. create a new Enquiry and link it to the existing Customer Record.

This can be used when a customer raises several Enquiries at the same time (in the same letter or during the same phone call for instance).