These settings change the way customer records and displayed, including colour coded status, on stop status, and special account options.
Click: System Config > Miscellaneous Configuration > Customer Database
Customer Name Format
Select how you want the customer name to be displayed in the customer screen, list tab.
Show Settlement discounts
Tick the box to show settlement discounts on the customer screen Account Details tab.
Validate contact numbers
Tick so that EQ will check a number has been entered into the phone number fields, rather than a user trying to skip the compulsory field by entering any other character.
Allow duplicate Account Codes
Tick this so that customer accounts can be created with duplicate codes
Default 'Find To'
Select the default "Find" criteria that appears on the left of the customer screen. Default is surname.
On Stop
When a customer is placed on stop you can select which facilities to disable. Tick the boxes to disable...
- Purchase Order
- Delivery Note
- Invoice
Override password
Enter a password so that the "on stop" lock can be bypassed by a user with password. When working with an "on stop" customer you will be prompted to supply a password.
Colour
Select which of these defines the colour of the customer record. This is the colour that appears on the customer screen, list tab:
Status - is customer status which is set on the General tab of the customer. You can create a status list with colours from that window.
Customer Type - is a popup list you can also set on the General tab of the customer screen.
Automatic Status
Update customer status
With this option enabled, when saving a quote, the customer status would be changed from Prospect to Quoted. Once accepting a quote to a sales order the status would be updated from Quoted to Customer. This option is enabled by default. You can always adjust the customer status manually,
Use Formatted Notes
Tick to force formatted notes on the customer screen, notes tab. A formatted note means that once it has been added and time stamped it cannot be edited. Disabling this returns the notes field to a user editable text box, meaning notes can always be edited.
The Add Note button appears for formatted notes so each note cannot be edited.
Classification Updates
Select a classification if you DO NOT want it to be updated in all quotes and orders when the classification is changed on the customer record. You can tick salesman and/or source of lead.