Customer Maintenance (Page 3)

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Mail List codes will also default from the template selected in the first few steps outlined above. 

User defined codes are codes defined by each company that can be used for any additional reporting fields that become necessary. Each customer can have four user defined codes on their customer record at one time. 

The OK to Mail, Email and Phone fields determine whether or not a customer has approved themselves to receive each method of communication. The default is to flag each customer with a Y or yes they are Ok to contact by each method. If a customer requests to be removed from the mail, email or phone list each flag needs to be changed accordingly to a N or no. These can also be updated en Mass if you have the customer information (must include customer number) for opt outs of an email campaign from vertical response, constant contact, cellarpass, etc.

Once each field is filled in on the customer record, select the Wine Club button or F3 on your keyboard to continue to the wine club page of the customer record. If the customer has not joined the wine club you are now finished adding them into the sytem and can hit enter (three times) to finalize their customer record.