Customer Summary

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The Summary tab of the Customer module allows the recording of a Customer's primary details, and displays the information of the currently selected record. It is broken up into the following sections:

Here you can record the Customer's ID and Organisation name, as well as Type, Source, and Industry for reporting purposes. Entering a name without specifying an Customer Code will cause TSM to automatically generate a code.

The Site checkbox flags the record as Site customer, which cannot have Financial transactions raised against it.

Click the web button to open the website in the system's default browser.

Click the email button to open the Send Email dialogue.

Use the Company Address section to record the primary address of the Customer. Additional addresses can be added on the Addresses tab found on the right of the Details tab.

Click the Globe button to bring up the Google maps page for the currently entered address.

Here the name, phone, and email details of the primary contact for the Customer are recorded. Additional contacts can be added on the Contacts tab found on the right of the Details tab.

Any notes relating to the customer too large to fit in the description, but not large enough to attach as a document can be recorded here. Data entered into the Job Notes field will be copied onto the job card each time a Job for this Customer is raised.

If invoices raised for this customer need to be sent to a different address than the one specified as the Company address, enter the details here.