Customer Information Entry – Work Order Video

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Entering Contacts

If you have an existing printed customer list, you can enter it one record at a time in the Contacts file.

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New Customer Side Bar Button

This blue button is located on the top left side of the Work Order screen and is used for entering a new customer directly onto a work order.

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Entering a New Customer on a Work Order

Click on the New Customer side bar button in the top left corner of the work order screen> A dialog box appears. It will search the Contacts file to make sure the customer has not been previously entered. Enter the

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