To ADD a NEW CUSTOMER and a NEW COMPANY follow these steps.
Click on the menu Customer then Add New Customer.
Fill
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If the customer has not mobile/cell number or does not want to give their mobile number, do not add any
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The ACTIVE and INACTIVE options in CUSTOMER STATUS and COMPANY STATUS turns a customer or company into an ACTIVE status
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Yes, you would need to create a new customer.
steve.baltzois [16:11] @nash.sharma: What you need to do is create a history note on
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VERY IMPORTANT ALL SALES & EVENTS STAFF: Â
AT NO STAGE SHOULD A BOOKING BE MADE BY EMAIL. Â IT IS NOT
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All changes or suggestions to change, omit, or improve something relating to a duty, task, script, stage direction or procedure
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To search for a customer or company click on Customer and Search / Lookup Customer
When searching for a customer using the Search /
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When adding a suburb/town or looking for a suburb/town in the drop list, if the suburb is not listed
Contact support
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If you have found 2 identical customers, contact Graham (Support) on the Support Channel of Slack Communications.Â
If requested than schedule
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The answer is NO!. Do not change the details of an existing customer account, unless that specific customer is asking
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When a customer you are calling or speaking to provides you with a new email address to send promotional information
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