Customer Page - Residential Account

Use the Customer page to create or update a residential account. You can enter new account information or search for and update an existing account.

For a description of the fields on this page, see the following:

Contact Information Section

Use the Contact Information section to enter the customer's personal contact information.

Field Description
Contact Name Enter the first and last name.
Phone Enter a phone number and select its type from the list.

Add another phone number by clicking the + icon. You can add up to three phone numbers.
Email Enter an email address.

Shipping Address Section

Use the Shipping Address section to enter the customer's shipping address. If the address exists in the system, you can click the Search icon and search for the address. See "Address Search Dialog Box" for more information.

Field Description
Country Enter a country or select a country from the list.
Address Enter the street address.
City/Town Enter a city or town.
State/Province Enter a state or province.
Zip/Postal Code Enter a zip code or postal code.

Address Search Dialog Box

Use the Address Search dialog box to find an address.

Field Description
Street Address Enter a street address.
City/Town Enter a city or town.
State/Province Enter a state or province.
Zip/Postal Code Enter a zip code or postal code.
Country Enter a country, or select a country from the list.

Account Type and Currency Section

Use the Account Type and Currency section to select the currency that the account will use.

Field Description
Account Type Displays the type of account that you are creating.
Currency Select a currency from the list.

Contacts Section

Use the Contacts section to create a contact for a residential account by clicking Create Contact. If contacts already exist for the account, they are listed here. You can also remove and edit contacts.

Create Contact Dialog Box

Use the Create Contact dialog box to create a contact for an account. If the address exists in the system, you can click the Search icon and search for the address.

Field Description
Contact Name Enter the first and last name.
Contact Title Enter the title.
Phone Enter a phone number and select its type from the list.

Add another phone number by clicking the + icon. You can add up to three phone numbers.
Email Enter an email address.
Country Enter a country or select a country from the list.
Address Enter the street address.
City/Town Enter a city or town.
State/Province Enter a state or province.
Zip/Postal Code Enter a zip code or postal code.