Manage customer records

Prerequisites: Search for a customer before you create a new record to avoid creating duplicate customer records. In the event that duplicate records are created, they may be merged later using the Customer Merge utility.

Note: At a minimum, enter the customer's name. The more information you enter for a new customer, the more accurately you can report on and interact with your customers. For additional information about the individual fields on this window, refer to the Fields and Boxes section of the Add/Change Customer window topic.

1. On the Modules menu, point to Customer and click Add/Change Customer. The Add/Change Customer window displays.
2. Click Add.
3. Select a customer type and enter the customer's basic demographic information, including address, email, and phone numbers.
4. Click the Personal tab and enter other relevant information about this customer. For example, if you buy, sell, or trade firearms, enter FFL and driver's license information.
5. Click the Billing tab. and enter billing information for this customer, or edit the default information entered based on the customer type you selected on the Name tab. If this customer consigns items with your store, enter your consignment payment, return, and user information here.
6. Click the Notes tab and enter any miscellaneous information about this customer. For example, if you offer new customers a special and you want your sales staff to see that this is a new customer, enter a note in the Popup Notes box that will display as soon as this customer record is accessed.
7. Click the Mailing tab and add any mail codes that are appropriate for this customer, if desired.
8. Click the Image tab and add an image of the customer, if desired. Only one image can be saved for the customer at a time.
9. Click the Emails tab and add any (or more, if you added an email on the Name tab) email addresses for this customer, if desired.
10. Click Save.

1. On the Modules menu, point to Customer and click Add/Change Customer. The Add/Change Customer window displays.
2. Use the Find, Next, Previous, Top, and Bottom buttons to find the customer record you want to modify.
3. Revise any information about the customer, on any tab, as necessary.
4. Click Save.

1. On the Modules menu, point to Customer and click Add/Change Customer. The Add/Change Customer window displays.
2. Use the Find, Next, Previous, Top, and Bottom buttons to find the customer record you want to delete.
3. Click Delete.