Cash Customer Information - with Contact


Rental Document header -> add Cash Customer# on-the-fly from document -> Cash Customer Information with/without Contact

This pop-up is only triggered on the Counter Documents including Contracts, Reservations, Quotes, and Counter Worksheets, when a Cash customer (blank #) is assigned to the document and the feature to auto-add Cash Customer is activated in the Division Contract Parameters.
An additional setting to add a Contact for the new customer can be set in the Division Contract Parameters.
It is important to setup at least one Customer Contact for each customer to capture an emailing address for sending e-documents.

ALTERNATE LANGUAGE
This is only enabled if the Alternate Language option is activated in the Company Miscellaneous Parameters.

Uncheck this box to print customer documents in the primary language.
Check this field to always print the documents such as Contract, Invoice, Quotation or Reservation for this customer, in an alternate language.


ALPHA KEY
This field controls the filing of the Customer Names in alphabetical order.

Enter the value for sorting this customer in lists.
For example, if the customer's name was 'Arrow Construction Company', enter ARROW as the alpha key.
If the customer's name was 'John Hamilton', enter HAMILTON as the alpha key.


Contact Information:
The following prompts are only triggered if the 'Add Cash Customer Contact' for the new customer is checked in the Division Contract Parameters.
CONTACT TITLE
Accept the default Title as defined in the Division Contract Parameters or select one from the drop-down list as setup in Contact Titles.

CONTACT MOBILE
Enter the mobile phone number for this new Customer Contact.
The primary phone number will default from the new customer record.

CONTACT PRIMARY EMAIL
Enter the email address for this new Customer Contact for receiving e-documents.
'All Document Email' selections will default as checked for the new Contact.

Finished?
Click OK button to close the window and return to the document header.

Resulting Additional Cash Customer Data:
The name, address and phone number entered for the document will also be assigned to the new cash customer.
Other values will default from the generic Cash Customer defined in the 'Customer # To Clone' field in Division Contract Parameters.
It is assumed that this customer is to pay CASH ONLY and does not have an Account with your firm, and so will not be receiving a Customer Statement.
If the Alternate Language option is activated in the Company Miscellaneous Parameters, then when the new customer is added, the operator will be prompted for the customer's language preference.

Resulting Associated Contact Data:
The new Contact record will be flagged as active and will be populated with the name, address, email, and phone number information entered form the new Cash Customer record.
The 'All Sites' and 'All Document Email' will default as checked for the new Contact.

Topic Keyword: RSCH01L (7036)
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