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In the Add/Edit Customers window, you can edit a family's information. The Customer and Family tabs in this window let you view your customer listing by individual customers or by family name.

Sometimes, a family's structure changes. Keeping adequate records of these changes ensures that the correct customers receive billing notices, invoices, and receipts. In addition, keeping adequate records of a customer's family helps you know more about your customers and better serve them.

You can add new customers to a family when a family has a new addition, select existing customers and place them in an existing family when family structures change, and remove customers from a family while leaving them in your database.

Note

The Family tab only displays if Track Family Records is selected on the AR Setup Tab.

 To Edit an Existing Family'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 Family tab, select the family 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.
 To Add New Customers to a Family
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family to which you are adding a customer. Click Edit.
  4. On the Members tab, click Add.
  5. In the Code field, enter the customer's code. To use the next available code, click Next.
  6. Enter the appropriate information in the Name Information fields.

    Note

    If the Name Information that you enter already exists in the database, the system prompts you to continue adding the record or cancel adding the record. This prevents you from entering duplicate records into the database.

  7. Enter the necessary information on the remaining tabs to complete the customer's record.
 To Place Existing Customers in a Family
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family to which you are placing the customer. Click Edit.
  4. On the Members tab, click Select.
  5. In the Global Name List, select the customer you want to place in this family and click OK
 To Remove Customers from a Family
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family to which you are deleting a customer. Click Edit.
  4. On the Members tab, select the customer you are removing and click Remove.
  5. Click Yes, then OK.

Additional Field Information


Receive Statement
You have three options for sending statements: MailE-mail, and No.

Charge Late Fees
Select if you will charge late fees to the family.

Active
Select if the customer is an active customer. Clearing this option deactivates the customer.

Date of Last Activity
When payments are posted, the check date displays in this field. You cannot delete customers if they have a balance or activity within the last 12 posting periods.