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| Tip |
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If you want to export the product sales to a spreadsheet for the customer or any other data in the grid, right click anywhere in the grid and either select copy to clipboard and then paste it into your spreadsheet or select export. This feature works for any grid in AMS. |
Edit this Customer
If editing a customer record, select Edit this customer and select the page that needs to be edited or if only wine club information needs to be edited, select Maintain wine Clubs to be taken straight to the wine club page of the customer record. If only editing a page of a customer record, enter your way through the screens until the system prompts you to save the data by hitting enter one more time or select Done/Cancel to either save changes or cancel changes. If editing any fields with codes, a glyph will appear once the cursor is placed in the field so the user has a selection of codes to choose from.
Add contacts for this customer
Anytime a customer makes contact with your company or contact is made with the customer a contact can be added to their record. Contacts can be added in mass through Customer Management (CRM) but in this example a contact will be added for an individual customer. Select the button Add Contacts for this customer. The items outlined in red below are the only required fields for adding a contact.
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