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Functions from within a customer record include editing customer information, adding contacts, adding orders, sending emails and invoices, etc.

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To View or edit the contact detail, double click on the contact or highlight it and select the View selected Contact or Edit selected Contact

Maintain Notes

Maintain notes is a place to add notes in free form to a customer, it is not searchable through Customer Management (CRM).  Though you can run the Print customer master report (PSCUM.PCM) to see the notes on a customer record.  The tasting room clerk can see the notes added here if they are looking up a customer in Cash Register (TCH).

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If necessary to edit an order for a customer, double click on the order or highlight the order and select Edit orders for this customer.  This will take you in to the Cash Register (TCH) menu to edit the order. 

Internet Credentials

This is where the username and password is stored for a customer when using the AMS web cart.  Usernames and passwords can be generated for new customers in mass, see Initialize Internet Usernames or they can be added or modified individually through the customer record.

Send an Email to customer

This is used to send an individual email, emails can also be sent in mass through AMS.  When this button is selected the customer's email address will populate in the To field of the email.  Sending an email from the customer record does not automatically add a contact for the customer.  If using contacts, a contact will need to be manually entered for the email sent.

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Cloning a billing or shipping address is typically used when the person is the same but they are shipping to a different address.  Cloning reduces the amount of fields that need to be changed when creating a new ship to address.

Customer Summary

The customer summary gives the user/tasting room clerk a snapshot of the customer's pertinent information ie. contact information, customer notes, sales totals, products purchased, wine club history, and important contacts.  Important contacts are all inbound contacts  or outbound via phone

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