Personal tab

The Personal tab of "Add/Change Customer" contains personal information such as credit cards, driver's license, secondary phone numbers, etc.

Attn

The Attn field pertains to business or institution accounts and would contain the name of the person or department you are in contact with at the business being added.

Empl

The customer's employer.  

SS#

The social security number of the customer being added, if the information is necessary.  This item is a secured item, and if the employee currently logged into AIMsi does not have the security level to view the entire number, the employee must click the button in order to assign or change the number.  The security setting is 'View/Change Customer Social Security Number'.

Web

The internet address of the customer being added.

FFL

The Federal Firearms License (FFL) number. This number will automatically populate in your bound book, if set up to do so, when you purchase, sell, transfer, or otherwise receive or release a firearm. For more information, refer to Getting started with your firearms setup.

FFL Exp

The expiration date of the Federal Firearms License (FFL) number.

Legacy

If you have previously used a software application other than AIMsi, the Legacy field may be used to enter the customer account number or other searchable field from that software.  If you want to be able to search on this field on the 'Pick Customer' list box in AIMsi, you must set the value of the 'LegacySearch' system variable to Y.

Do Not Call

If you are using the phone or sms notification system in AIMsi and Active-e, and you do not want this customer to be called by the system, check the Do Not Call box.

DL No/Height/Hair/Ethnicity/Birth Date/Weight/Eyes/Expire/Gender/State

These fields pertain to the customer's driver's license, and may be required in certain states when a retailer purchases merchandise from the customer. You may choose to click the button to swipe or scan a driver's license into AIMsi.

Entry Date

The date the customer record is being added. The Entry Date will default to the system date of the workstation you are on. If the entry date should be a date other than the system date, change the date as necessary.

Wk Phn/Ext

The work number of the customer, and the direct extension. If you are adding a business or institution, you may use this field to add a secondary phone number.

Fax

The fax number of the customer.

Int Phone

If the customer has an international phone number, this is the place for it.

Mail Merge Notes

This field is used to add notes to the customer account that you might like to include when sending emails/letters to the customer.  The tag index that would be used in your Word document is <<CUS_MAILMERGE>>.  "Mailing/Letters" on the Customer tab of the Report Catalog is used to perform the mail/merge and send the emails or print the letters.

Credit Card/Type/Expiration

In order to be PA-DSS Certified, credit card numbers can no longer be stored in the software.   If you need to store credit card information in AIMsi, i.e. for autopays (Rentals and/or Lessons) or 'card on file' customers, or you process Active-e C2B web payments, the two software/processor options are OpenEdge and Vantiv Integrated Payments.  You cannot store credit card information in AIMsi with TSYS Merchant Solutions.  The process of storing a credit card number is called enrollment, which can be done by clicking the button.  The card is swiped or the number is entered manually and enrolled with the processor.  The processor sends back to AIMsi a token which is stored with the customer account.  For information on how to enroll a credit card, refer to "Credit Card Processing".

AIMsi provides the ability to enroll up to two credit cards on the customer account.  If the customer has rentals and/or lessons set up on automatic payments with a credit card, credit cards can also be enrolled on the rental and/or lesson account.

To transfer credit card information from one of the credit card fields to another, or to/from a rental or lesson account, click the button. Transferring the number saves you from enrolling the card more than once. 

Example:  The customer notifies you that the primary card on their account was stolen and they now want to use the card that was the alternate card as the primary.  So, you would click the 'CC Mgmt' button.  On the Cust - 1 card, you would click the Edit button and then the Remove button.  You would then move the Cust - 2 card to Cust - 1 by clicking in the 'Move To' box and selecting Cust - 1 from the drop down list that appears.

Note: The Credit Card/Type/Exp boxes only display if the workstation is set up to use OpenEdge or Vantiv Ingegrated Payments on the Workstation window - CC tab. It is also important to note that AIMsi does not store credit card numbers. Instead, AIMsi creates and stores a "token" in the database that is sent to OpenEdge or Vantiv Integrated Payments. OpenEdge/Vantiv Integrated Payments receives the token and matches it to a credit card in their database, then returns an approved or denied status to AIMsi.

Rout#/Acct#/Type

These three fields pertain to those customers who have a rental or lesson account set up on automatic payments with ACH.  The routing number is assigned in the Rout# field, the account number is assigned in the Acct# field and the type of account is assigned to the Type field (i.e. CHK for Checking).  This information gets exported to Treasury Software that is used to process the ACH payments with your bank. 

The account number is a secured item, and if the employee currently logged into AIMsi does not have the security level to view the entire number, the employee must click the button in order to assign or change the number.  The security setting is 'View/Change Customer Social Security Number'.