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Customer Information for (customer) screen

The Customer Information for (customer) screen allows the user to enter, view, and update a customer's identifying data and contact information.

Use the Customer Information for (customer) screen

1. Log In to the Data Center Application to display the Data Center ribbon menu.

   

2. Complete one of the following procedures as appropriate to display the Customer Information for (customer) screen.

   • Create a new customer record:

     

     Select Customer Admin > Add Customer Information from the ribbon menu to display a blank Customer Information for (customer) screen.

   • Modify an existing customer record:

     1. Select a Customer.

     2. 

        Select Customer Admin > Customer Information and Edit from the ribbon menu to display the selected customer's Customer Information for (customer) screen.

   

3. Complete the desired procedure(s) with onscreen features.

   Submit Changes button	Click the Submit Changes button to submit the updated customer record to the database.
   Customer Information fields
   Note: Required fields and settings are displayed with red borders. Some fields may not be present in all situations. Note: If the customer has a government-issued ID, click the Scan button to scan it and automatically fill certain fields. Prefix Select a prefix from the drop-down menu. First Enter the customer's first name. Middle Enter the customer's middle name. Last Enter the customer's last name. Suffix Select a suffix from the drop-down menu. Gender Select a gender from the drop-down menu. Company Enter the customer's company name. Birth Date Enter the customer's birth date (mm/dd/yyyy) or Select a Date with the calendar button. Customer ID The system automatically generates a unique number and assigns it to the customer. Alias ID Enter a unique retailer-generated number per store policy. Salesperson Select the appropriate salesperson from the drop-down menu. Tax ID Enter the customer's unique, government-issued number to designate tax-exempt status for the customer. ID #1; ID #2; ID #3 Enter up to three unique ID records. Click a tab to display the fields for that record.   ID # Enter the ID number.   ID Source Select the ID source from the drop-down menu.   ID Expiration Enter the ID expiration date (mm/dd/yyyy) or Select a Date with the calendar button. FFL Enter the customer's FFL number. Note Enter a brief explanatory note about the customer to be displayed at the Register. Scan Click the button to scan the customer’s  government-issued ID and automatically fill certain fields. Addresses 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.   Preferred If this address record is the preferred method of contact, check the checkbox.   Type Select the appropriate value from the drop-down menu.   Country Select the country from the drop-down menu.   Address 1 Enter the first line of the street address.   Address 2 Enter the second line of the street address (if applicable).   City Enter the city.   State Enter the two-letter abbreviation for the state. The field also accepts PR, GU, MP, VI, AS, AA, AE, and AP.   Zip Enter the ZIP code.   County Enter the county. Phones 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.   Preferred If this phone record is the preferred method of contact, check the checkbox.   Type Select the appropriate value from the drop-down menu.   Voice If this phone number can receive voice calls, check the checkbox.   Text If this phone number can receive text messages, check the checkbox.   Phone Number Enter the entire (xxx-xxx-xxxx) phone number. Emails 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.   Preferred If this email record is the preferred method of contact, check the checkbox.   Type Select the appropriate value from the drop-down menu.   Email Address Enter the entire email address. Images 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.   Preferred 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. Web Sites 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.   Preferred If this website record is the preferred method of contact, check the checkbox.   Type Select the appropriate value from the drop-down menu.   URL Address Enter the website's URL address.

   • Create a Customer Record
   • Modify a Customer Record