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Adding a client

Before adding

Before adding, you must first look for a client "by name" or "phone number" to make sure it doesn't already exist in the database.

How to search correctly.

What will be the error when trying to add a duplicate.

Addition

If you are convinced that the desired client is not yet in the database, you can safely go to his "adding" .

To maximize registration speed up, the only field that must be filled in is full "name" client. If you work not only with individuals, but also with legal entities, then write the name of the company in this field.

Next, we will study in detail the purpose of other fields.

• Field "Category" allows you to classify your counterparties. You can choose a value from the list or just come up with a name for a new group, as a self-learning list is used here.

• When selling to a specific client, prices for him will be taken from the selected "Price list" . Thus, you can set special prices for a preferential category of citizens or prices in foreign currency for foreign customers.

• If you ask the client how exactly he found out about you, then you can fill out "information source" . This will come in handy in the future when you analyze the return on each type of advertising using reports.

  Report for the analysis of each type of advertising .

• You can set up billing "bonuses" certain clients.

• Usually, when using bonuses or discounts, the client is issued a club card , number which you can save in a special field - "card no."

• If one or more clients are from a particular "organizations" , we can choose the desired organization.

  And already in the directory of organizations we enter all the necessary details of the counterparty company.

• Field "Rating" is used to show, without further ado, how willing a customer is to buy your product or service with a number of stars. This is important, because the program can include not only existing customers, but also potential ones, for example, who just called with a question.

• If you enter an organization as a client, then in the field "The contact person" Enter the name of the person you are contacting. You can also specify multiple people in this field.

• Does the client agree? "Mailing consent" , marked with a checkmark.

  Details about see the mailing here.

• "Mobile" number is indicated in a separate field so that SMS messages are sent to it when the client is ready to receive them.

• Enter the rest of the phone numbers in the field "landline" . Here you can also add a name to the phone number if several numbers are indicated, including the personal numbers of the counterparty's employees.

• It is possible to enter "E-mail address" . Multiple addresses can be specified separated by commas.

• "Country, city" the client is selected from the directory by pressing the button with ellipsis.

• Accurate postal the "address" can be saved if you deliver your products to the client or send the original accounting documents.

• There is even an option to mark "location" client on the map.

  See how to work with a map .

• Any features, observations, preferences, comments and others "notes" entered in a separate large text field.

Appearance

See how to use screen separators when there is a lot of information in a table.

Preservation

We press the button "Save" .

The new client will then appear in the list.

List-only fields

There are also many fields in the customer table that are not visible when adding a new record, but are intended only for the list mode.

See below for other helpful topics:

• Customer table fields for list mode only
• Clients
• Organizations
• Find in the table
• Error messages
• Separators
• Marketing
• Mailing
• Working with a geographic map
• Cities
• To the begining

• Download the program with interactive training