Data Entry Panel - Create Customer Step 2 Prompts

First Name

Enter the customer's first name. (up to 15 characters)

Middle Initial

Enter the customer's middle initial. (up to 2 character)

Last/Business Name

Enter the customer's last name or the complete name of their business. (up to 35 characters)

Phone Number 1

To enter the customer primary contact phone number, enter the 3-digit area code, then press [TAB].
Enter the 7-digit telephone number. (xxxxxxx)

Phone Number 2

Enter a second phone number for the customer, such as a cell phone number if applicable.  
Enter the 3-digit area code, then press [TAB].
Enter the 7-digit telephone number. (xxxxxxx)

Phone Number 3

Enter a third phone number for the customer, such as a work phone number or backup contact phone number, if applicable.  
Enter the 3-digit area code, then press [TAB].
Enter the 7-digit telephone number. (xxxxxxx)

Social Security Number

Enter the customer's social security number. (up to 11 characters)

Driver's License Number

Enter the customer's driver's license number, if applicable. (up to 20 characters)

e-Mail Address

Enter the customer's e-mail address, if applicable. (up to 100 characters)

Note 1 and 2

Enter 1 - 2 lines of notes pertaining to the customer or their contact information, if applicable. (up to 50 characters)

Note:  You can view the customer notes during the Customer view of the Inquiry.  For more information, see Customer Notes.

To complete the entries and continue to the next window, click Next.

Keyboard shortcut:  [ALT + n]

To continue to the next window, click here.