Creating a customer
OverviewThis article explains how to use creating a customer in Work Planner, including the main fields that shape how the customers record behaves once it is saved.When to use thisUse this article when you are adding so
Overview
This article explains how to use creating a customer in Work Planner, including the main fields that shape how the customers record behaves once it is saved.
When to use this
Use this article when you are adding something new and want a clearer explanation of the fields and decisions on the create flow.
How it fits into the flow
Creating a customer sits within Work / Customers. It is designed to work alongside related articles such as Creating a customer subscription, Customer billing request flow, Customer communication actions, so users can move through the workflow without relying on one giant reference page.
Main actions
- Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
- Review any required fields before saving so the record is created or updated cleanly.
- Use the surrounding actions to return to the list or continue the workflow once the form is saved.
- Common on-screen actions include Find Address, Make primary, Remove, Add another email.
Important fields
- Reference: Look for input such as “Customer reference”.
- Title: Look for input such as “Mr, Mrs, etc.”.
- First Name: Look for input such as “First name”.
- Last Name: Look for input such as “Last name”.
- Company: Look for input such as “Company name”.
- Address Line 1: Look for input such as “Street address”.
- Address Line 2: Look for input such as “Apartment, suite, etc.”.
- Town: Look for input such as “Town/City”.
- County: Look for input such as “County/State”.
- Postcode: Look for input such as “Postcode/ZIP”.
- Phone: Look for input such as “Phone number”.
- Mobile: Look for input such as “Mobile number”.