Difference between revisions of "ITrack/Chromium Customer Info Page"

Revision as of 12:49, 22 May 2020

The Customer information page is where you can create new customers and edit existing ones.

On the Addresses tab, you can fill out the customers address and contact information.

(A) After filling out all the info, click the create customer button to add the customer to your database.
(B) You can click the Map button to see the address on google maps.
(C) You can click the Call button to call the number entered.
(D) Clicking the Email button opens up your preferred email app and opens a new email addressed to the entered email address.
(E) If the shipping address is the same as the billing address for your customer, simply check the match billing box to copy the info over.

On the Additional Info tab, you can enter more optional information for a customer. This additional info includes:

A website URL, which you can access by clicking the open button to the right.
A notes field, where you can enter any additional info.
A Question and Answer section, where you can write common questions about the customer and give the corresponding answer.
An active checkbox in the top left.

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 ==Additional Info Tab==
+On the '''Additional Info''' tab, you can enter more optional information for a customer. This additional info includes:
+* A website URL, which you can access by clicking the '''open''' button to the right.
+* A notes field, where you can enter any additional info.
+* A Question and Answer section, where you can write common questions about the customer and give the corresponding answer.
+* An '''active''' checkbox in the top left.
 [[Image:ITrack-Chromium Additional Info tab.PNG|text-bottom|none|thumb|800px]]
 ==Attachments Tab==