To complete the information fields or edit an existing record, begin with the Customer Mailing Info box:
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Client 1st Line: Fill in the company name here. If you need to edit an existing record (and you have admin rights), click the [Rename] button because the Client 1st Line will be locked. Enter the password and then you can edit that field.
Client 2nd Line: If the company has a second line in their mailing information, add it here.
Client Contact: This is your contact person at the company.
Admin: This is the company’s admin.
Title: Select from the dropdown menu. This title will go right before the “Dear” field below in any mailings.
Dear: Put a first or complete name here, prefix excluded.
Address: There are two fields for the address. Fill out line one with the street address, and if there is a suite number or similar, put that in the second field.
City: This field is locked. DON’T WORRY. We do this to avoid misspellings.
State: This field is locked. DON’T WORRY. We do this to avoid misspellings.
So how do you add the complete address?
Tab or click down to the Zip Code field and type in the correct zip code.
Press Tab again, or click on the magnifying glass to the right of the field.
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This will bring up a list of possible city names. Some zip codes are associated with several different city or neighborhood names.
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Double-click to select the one that fits best.
You will notice that when you’ve selected the city name, the city and state will automatically populate in the mailing information window.
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The next box is for the customer’s phone number, email and website.
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The required fields in this box are:
Primary Phone: enter the ten-digit office phone number, and an extension in the “Ext” field.
Email: Enter the contact person’s email address.
All other fields are recommended, but not required.
The next box is for the retention of marketing information for the customer.
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Salesperson: Select the salesperson who is handling this customer.
Customer Type: Select the appropriate type from the dropdown menu.
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Referred by: Select the appropriate referral from the dropdown menu.
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Mail Type: Select the appropriate mail type from the dropdown menu.
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All of the dropdown menus above can be edited or added to in General Setup – Basic
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Additional Information
On the bottom of the window, you will see a row of buttons.
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