Create a customer profile
Ext-Tech
1
Click on 'customers' from the main menu
2
Click "Create"
3
Enter a "Display name" field.
4
Enter the customer details
5
Start typing the address in and select the correct address from the list of options.
What happens if you no addresses are coming up? Your EXT system needs to associated the address with what it identifies as an address on google maps. It will not let you force a postal code/zip code within it. Go to google maps and search for the address. Copy the address from google maps into the EXT address line and it will accept it. Note: sometimes google maps and the postal services do not align. The only way to correct this is to send a request to google to change the postal code. This is not required to use your EXT system.
6
Click the "Billing address same as service address" or enter in the billing address is different from the service address.
7
Choose a zone for the client. This is created in your configuration settings.
8
Enter in the lot size; choose customer type, flavor, and referral
9
Click "Save"
10
Now you are in the main proportion of the client file. On the left side it will show you all of the information entered and a map of where the client is located. You can go back and edit the client file at any time by clicking "Edit"
11
You can also clone a client file to help reduce data entry, for example a client who has multiple addresses or a property management company, etc. Click "Clone" and adjust the information accordingly.
Create a customer profile
Ext-Tech
1
Click on 'customers' from the main menu
2
Click "Create"
3
Enter a "Display name" field.
4
Enter the customer details
5
Start typing the address in and select the correct address from the list of options.
What happens if you no addresses are coming up? Your EXT system needs to associated the address with what it identifies as an address on google maps. It will not let you force a postal code/zip code within it. Go to google maps and search for the address. Copy the address from google maps into the EXT address line and it will accept it. Note: sometimes google maps and the postal services do not align. The only way to correct this is to send a request to google to change the postal code. This is not required to use your EXT system.
6
Click the "Billing address same as service address" or enter in the billing address is different from the service address.
7
Choose a zone for the client. This is created in your configuration settings.
8
Enter in the lot size; choose customer type, flavor, and referral
9
Click "Save"
10
Now you are in the main proportion of the client file. On the left side it will show you all of the information entered and a map of where the client is located. You can go back and edit the client file at any time by clicking "Edit"
11
You can also clone a client file to help reduce data entry, for example a client who has multiple addresses or a property management company, etc. Click "Clone" and adjust the information accordingly.
