| Prefix
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Select a prefix from the drop-down menu.
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First
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Enter the customer's first name.
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Middle
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Enter the customer's middle name.
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Last
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Enter the customer's last name.
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Suffix
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Select a suffix from the drop-down menu.
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Gender
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Select a gender from the drop-down menu.
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Company
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Enter the customer's company name.
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Birth Date
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Enter the customer's birth date (mm/dd/yyyy) or with the calendar button.
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Customer ID
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The system automatically generates a unique number and assigns it to the customer.
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Alias ID
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Enter a unique retailer-generated number per store policy.
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Salesperson
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Select the appropriate salesperson from the drop-down menu.
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Tax ID
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Enter the customer's unique, government-issued number to designate tax-exempt status for the customer.
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ID #1; ID #2; ID #3
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Enter up to three unique ID records. Click a tab to display the fields for that record.
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ID #
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Enter the ID number. |
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ID Source
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Select the ID source from the drop-down menu. |
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ID Expiration
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Enter the ID expiration date (mm/dd/yyyy) or with the calendar button.
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FFL
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Enter the customer's FFL number.
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Note
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Enter a brief explanatory note about the customer to be displayed at the Register.
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Scan
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Click the button to scan the customer’s government-issued ID and automatically fill certain fields. |
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Addresses
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If an address record is not needed, click its Close (red X) button to close it.
If an additional address record is needed, click the Add (green +) button to open it.
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Preferred
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If this address record is the preferred method of contact, check the checkbox.
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Type
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Select the appropriate value from the drop-down menu.
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Country
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Select the country from the drop-down menu. |
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Address 1
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Enter the first line of the street address.
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Address 2
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Enter the second line of the street address (if applicable). |
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City
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Enter the city.
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State
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Enter the two-letter abbreviation for the state. The field also accepts PR, GU, MP, VI, AS, AA, AE, and AP.
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Zip
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Enter the ZIP code.
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County
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Enter the county.
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Phones
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If a phone record is not needed, click its Close (red X) button to close it.
If an additional phone record is needed, click the Add (green +) button to open it.
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Preferred
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If this phone record is the preferred method of contact, check the checkbox.
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Type
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Select the appropriate value from the drop-down menu.
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Voice
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If this phone number can receive voice calls, check the checkbox.
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Text
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If this phone number can receive text messages, check the checkbox.
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Phone Number
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Enter the entire (xxx-xxx-xxxx) phone number.
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Emails
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If an email record is not needed, click its Close (red X) button to close it.
If an additional email record is needed, click the Add (green +) button to open it.
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Preferred
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If this email record is the preferred method of contact, check the checkbox.
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Type
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Select the appropriate value from the drop-down menu.
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Email Address
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Enter the entire email address.
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Images
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To select an image from existing files, click the Add New Image (green +) button to locate and load the desired file.
To capture a new image through an integrated webcam or with a screenshot, click the Capture New Image (blue +) button to display the Customer Snapshot window and capture the desired image. Refer to Use the Customer Snapshot window for more information.
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Preferred
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If the image is the preferred image for this customer, check the checkbox.
Note: If the record displays one or more images, one image must be selected as the preferred image for the record to be saved.
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Web Sites
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If a website record is not needed, click its Close (red X) button to close it.
If an additional website record is needed, click the Add (green +) button to open it.
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Preferred
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If this website record is the preferred method of contact, check the checkbox.
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Type
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Select the appropriate value from the drop-down menu.
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URL Address
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Enter the website's URL address.
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