Editing Customers
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<br>There are a couple ways to create a new customer. | <br>There are a couple ways to create a new customer. | ||
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# Fill out the contact information. | # Fill out the contact information. | ||
# Click '''OK'''. | # Click '''OK'''. | ||
− | <br>[[File: | + | <br>[[File:ContactEditor.png]] |
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When entering a new customer in SME, the first and third phone number fields sync to QuickBooks Phone and FAX phone numbers as shown in the image below. Even if you change the phone label in SME, it still will sync the first and third phone number fields. | When entering a new customer in SME, the first and third phone number fields sync to QuickBooks Phone and FAX phone numbers as shown in the image below. Even if you change the phone label in SME, it still will sync the first and third phone number fields. | ||
<br>[[File:CustomerPhoneNumberSync.png]] | <br>[[File:CustomerPhoneNumberSync.png]] | ||
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<h4>Edits to SME Customers syncing to QB</h4> | <h4>Edits to SME Customers syncing to QB</h4> | ||
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<br>[[File:Propagate_SingleUserMode.png]] | <br>[[File:Propagate_SingleUserMode.png]] | ||
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<h3>Fields in the Customer Record - Details and Settings tab</h3> | <h3>Fields in the Customer Record - Details and Settings tab</h3> | ||
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Auto-populated date showing when you converted the company from a Lead to a Customer. No date will display if the company was created directly in the customer module. This date cannot be edited. | Auto-populated date showing when you converted the company from a Lead to a Customer. No date will display if the company was created directly in the customer module. This date cannot be edited. | ||
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== Rates Tab == | == Rates Tab == | ||
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<br>If you cannot move the site to a new billing customer in QuickBooks because of invoice and payment history, then you will need to create a new customer site and link it to the new billing/parent customer. | <br>If you cannot move the site to a new billing customer in QuickBooks because of invoice and payment history, then you will need to create a new customer site and link it to the new billing/parent customer. | ||
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== Merge Customers == | == Merge Customers == | ||
− | You can merge customer history from one customer into another customer in SME. Once the history is moved, the customer record you moved history ''from'' | + | You can merge customer history from one customer into another customer in SME. Once the history is moved, you can turn the customer record you moved history ''from'' to inactive. |
[[File:StartingcusotmerMerge.png]] | [[File:StartingcusotmerMerge.png]] | ||
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<br>[[File:SelectCustomerToMergeInto.png]] | <br>[[File:SelectCustomerToMergeInto.png]] | ||
− | <br>- Your window will stay on the original customer. Check out the history tab and the service & install history should be empty. | + | <br>- Your window will stay on the original customer. Check out the history tab and the service & install history should be empty. The Customer is now Inactive and set to sync to QuickBooks as Inactive. |
<br>[[File:CustomerMerge_HistoryMovedAway.png]] | <br>[[File:CustomerMerge_HistoryMovedAway.png]] | ||
<br>- Go to the other customer you merged history into | <br>- Go to the other customer you merged history into | ||
− | <br>- Look at the history tab and you should see the orders from the other customer. | + | <br>- Look at the history tab and you should see the orders that were from the other customer. |
<br>[[File:MergedHistory.png]] | <br>[[File:MergedHistory.png]] | ||
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<br>- If you want to update the name and address on the moved service orders that are still '''open''', you can click''' propagate to orders''' from the site and billing tab on the customer you moved history to. | <br>- If you want to update the name and address on the moved service orders that are still '''open''', you can click''' propagate to orders''' from the site and billing tab on the customer you moved history to. | ||
<br>[[File:PropagateAddressToMergedHistory.png]] | <br>[[File:PropagateAddressToMergedHistory.png]] | ||
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