Ideas to Impact Conference: May 28-31, 2019

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In the Add/Edit Customers window, you can easily access and manage your customers' information. In this window, you can add new customers, edit existing customers' information, delete customers, print a customer listing, and import individual information from People, Organizations, or HeadMaster if you own these modules.

The Customer and Family tabs in this window let you view your customer listing by individual customers or by family name. Select Show Inactive to view all customers.

 To add a new customer
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers and click Go .
  3. Click Add.
  4. In the Code field, enter the customer's code. To use the next available code, click Next.
  5. In the Last Name field, click Lookup to verify if the individual is in your Global Name List. If the customer was entered into the database as an individual, his or her record is accessible through the Global Name List. Make sure to select the Show Inactive check box.
  6. If the individual is in your Global Name List, select the record and skip to the last step. Otherwise, enter the appropriate information in the Name Information fields.

    Note

    If the Name Information that you enter already exists in the database, you are prompted to continue adding the record, select the existing record, or cancel adding the record. This prevents you from entering duplicate records.

  7. Enter the necessary information on the remaining tabs to complete the customer's record.


You can also view and edit a customer's information.

 To edit an existing customer's information
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers and click Go .
  3. On the Customer tab, select the customer whose information you want to edit. Click Edit.
  4. Click on the tab that you want to edit and enter the revised information in the appropriate fields.