Customer:Job Archives

Customer:Job Form – Tax Info Tab

Using the Customer:Job Tax Info Tab

The Customer:Job Form – Tax Info Tab is used to store a variety of tax information regarding the customer.

Accessing the Tax Info Tab

From the main menu, click Customers | New Customer:Job, or

From the toolbar, click the New Customer:Job button.

Customer:Job Form – Tax Info Tab – Field & Button Definitions

Customer:Job - Tax Info — Customer:Job – Tax Info

Sales Tax Information –
- Tax Code – Select from the drop-down menu the sales tax code that applies to the customer. You may also create a new tax code, if the tax code you need is not in the list. Click on the hand icon to the right of the Tax Code field and Add a Tax Code. Is the customer taxable or non-taxable?
- Tax Item – Select from the drop down menu the tax item that applies to the customer. You may also create a new tax item, if the tax item you need is not in the list. Click on the hand icon to the right of the Tax Item field and Add a Tax Item).
- Resale # – Enter the customer’s resale number, if you do not charge the customer sales tax. When a person gives you a resale number, they are asking not to pay sales tax because they plan to resell the item, collect tax, and forward that collected sales tax to the proper authorities. This is the number issued by their local sales tax authority. You don’t have to use this field.
B to B Demographics –
- Primary SIC/NAISC – Select from Industry Code is provided. Or add a new one and select if it is SIC or NAISC.
- Secondary SIC/NAISC – Select from Industry Code is provided. Or add a new one and select if it is SIC or NAISC.
- Number of Employees – Enter the number of employees.
- Year Started – Enter the year started.
Taxes to allocate to the Customer:Job

Aptora Mobile II – Add Customer:Jobs

Introduction

The Aptora Mobile II – Add Customer:Jobs has been designed to include corresponding tabs displayed on the “Customer” form in Total Office Manager. These data view options are displayed across the “Customer:Add” field on the “Customer” form. When completing information for the first time, click the “Add” button in the upper right corner to save. Once saved, the record is stored on the database. This means that the record is also available for view within Total Office Manager.

Form Access

From the Dashboard, click Master Lists | Customers. Then, click the Hamburger menu and select ‘Create Customer’.

Aptora Mobile II - Customers File Path — Customers File Path

Aptora Mobile II - Create Customer — Create Customer

Aptora Mobile II – Add Customer:Jobs

To add a new customer in Aptora Mobile II, there are six (6) tabs that may be completed – Main, Details, Addresses, Contact, Payment, and Job.

Aptora Mobile II - Customer Add New — Customer Add New

Main Tab

This section of the form allows users to add Parent, Name, Company Name, Salutation, First Name, Middle Initial, Last Name, Pronounced, and Contact.

Details Tab

This section of the form allows users to add Type, Terms, Sales Representative, Marketing, Marketing Type, Markup/Down Method, Department, Tax Code, Tax Item, and Notes.

Addresses Tab

This section allows users to add billing and work address information.

Contact Tab

The Contacts section will display information found on the “Contacts” tab of the “Customer:Job” form in Total Office Manager. This section allows users to add Automated Contact Method, Phone, Extension, Fax, Alternate Phone, Cell Phone, Alternate Contact, Owner, Email and Website information.

Payment Tab

The Payment Info section gives the user the ability to add Customer:Job payment information. This section allows users to add A/R Account, Credit Limit (if applicable), Payment Method, and place a customer on a credit hold.

Job Tab

This section allows a user to enter or select information related to the Customer:Job. This section allows users to add Job Status, Job Type, Forman, Start Date, Projected End, Finish Date, Contract Number, Contract Job Number, Description, and Job Details.

Job Types List

Introduction

The Job Types List form is hierarchal in nature and allows users of Total Office Manager to create their own structure to match their particular industry. Enter a word or phrase you want to use to categorize the job you are performing for the customer in this list.

Form Access

From the main menu, click Customers | Lists | Job Type List.

Usage of Job Types List

The Job Types List will appear on the Customer:Job under the Job tab. To assign a particular job appropriately, select a type from the drop-down menu. You may also create a new Job Type, if the one you need, is not in the list. This will allow for the proper hierarchy to present itself throughout Total Office Manager. Depending upon the nature of your business, this is a useful feature for reporting purposes and job costing.

Field & Button Definitions

To create a new Job Type, right click anywhere in the form and choose ‘New Job Type’ from the pop-up menu.

Add New Job Type — Add New – Pop Up Menu

Type Name – Used to name/categorize the job type.
Subtype of – Used to select a “Parent” job type under which this entry would be a subtype.
- For example, a replacement of a particular piece of equipment could be the ‘job’, but the overall equipment could be labeled as the ‘type name’.
OK – The OK button saves the settings, closes the form and adds the name to the job types list.
Cancel – The Cancel button exits the form without saving any changes.
Next – Saves the settings and opens a new blank form ready to create another job type.
Inactive – When ticked, the Inactive checkbox causes the job type to become inactive.

Customer:Job List (how to use it)

Using the Customer:Job List

The Customer:Job List is used to manage all customers and jobs. It is the central information center for customers within Total Office Manager. Within the Customer:Job List, users have the ability to sort by active and inactive individuals and create filters or Smart lists to customize the window.

Accessing the Customer:Job List

From the main menu, click Customers | Customer:Job List, or

From the toolbar, click the drop-down arrow to the right of the new customer button and choose View Customer:Job List.

Usage

Perhaps the easiest way of using the commands available in this list is through its right click menu.

To create new customer or job, right click anywhere in the list and choose New Customer from the pop-up menu.
To create sub customer (child account) or job, right click on an existing parent account and choose Add Sub Customer and/or Job from the pop-up menu.
To edit a customer, right-click on it and choose Edit Customer from the pop-up menu.
To delete a customer, right-click on it and choose Delete Customer from the pop-up menu. Note: It may not always be possible to delete a customer, due to the amount and type of historical transaction which may have taken place. Inactivating a customer is generally preferred instead of deleting.
To inactivate a customer, right-click on it and choose Make Customer Inactive from the pop-up menu.
To activate a customer, right-click on it and choose Make Customer Active from the pop-up menu.
To open a customer’s history, right-click on it and choose History from the pop-up menu. The customer history will open and display the entire historical record of transactions for the customer and more. This is an extremely powerful area of the program, able to provide quick answers to questions without having to generate and wade through reports and such.
To open the contact log for a customer:job, right-click on it and choose Contact Log from the pop-up menu.
To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences | Show Columns from the pop-up menu.
To set which field the “find as you type” feature has focus, right-click anywhere in the list and choose Form Preferences | Find As You Type from the pop-up menu.

Tips

You can inactivate multiple customers at one time. To highlight multiple customers, press and hold your CTRL key and click each customer’s box on the left side. To select a range of customers, highlight the first customer in that range, press and hold your left Shift Key, and click the last customer in that range.
- Once selected, right-click and click Make Customer Inactive.
The customer’s phone number will be associated with the Phone Monitor System (Company | Phone Monitor). You have the ability to instantly go to their file. A Log is available, click on the Log tab and you will see, at a glance, the history of the customer, and a record all the correspondence you have with this customer.
- Example: Customer’s complaints or how customer service satisfaction may have been handled.
To update the Customer:Job Type for many records at once, isolate through the various filtering and sorting means available all of the records requiring an update, then highlight all of the records to update. From the Actions menu, click Batch Update Cust:Job Types. The “Batch Change Customer Type” form will appear. Select the new Customer Type and click “Update”.

Note (Optional Software): If you have Phone Monitor installed and turned on, when a call comes in, it will display on your screen. Click on the View button (far left hand side of form) this will pull up the customer or employee’s file (if they are in your database) of the incoming call. Click on the Log tab and log in the conversation as it is taking place.

Q&A

Q: Can I batch update fields for customer records?

A: You are able to batch update many fields with the exception of the customer names using the Update Customers import utility. You may review a list of these fields in the KB Article for Importing. To prepare and import your file, complete the following steps:

Open the Customer:Job List. Filter for the records you wish to update.
Right click on the list and choose the option Form Preferences | Show Columns. Ensure the ID and any other column you wish to update are checked. Click OK.
Right click on the list to export/save to MS Excel.
Open the file and make the modifications needed. It is advised to only keep the ID column and any columns you are updating. Save the file.
In Total Office Manager, navigate to File | Company Utilities | Import.
Select the file you just saved.
On the Import Wizard, select Update Customers and click >>Next.
If not checked, check the box that indicates your column headers are in the first row.
Field headings should be mapped for those fields that are available to import. Click >>Next.
Check the box next to Clip Strings to Length.
Check the box that says Overwrite Existing Data. Click >>Next.
Check the box acknowledging importing of your data. Click >>Next
Click the Import button.
Once the import has completed, click Finish.

Customer:Job Form – Job Info Tab

Job Information Tab

The Job Info tab of the Customer:Job form is used when a particular job has enough significance to merit it’s own record above and beyond a basic work order.

Form Access

From the main menu, click Customers | New Customer:Job, or
From the toolbar, click the New Customer:Job button.

Field and Button Definitions

Job Title – This is the same field used for the customer name. Enter a word or phrase you want to use to categorize the job you are performing for the customer. Select from the drop down menu or you may also create a new Job Type, if the Job Type you need, is not in the list. (Click on the Hand Icon to the right of the Job Title field and Add A Job Type. You can create reports based on job types.
Job Status: You want to use to indicate the status of the job you are performing for the customer. You can mark the Estimate as None, Pending Awarded, In Progress, Closed, Not Awarded. This selection is optional. These choices can’t be added to or changed by the user. They are “hard coded”.
Foreman: Select the job foreman from the drop-down list of employees.
Start Date: Enter the starting date of the job you are performing for the customer.
Projected End: Enter the projected ending date of the job you are performing for the customer.
Job Completion Date: Enter the ending date of the job you performed for the customer. This is the actual date the job ended.
Projected Total: This is the expected final amount of the job; the total retail price.
Description: A short description of the job you are performing for the customer.
Job Details: This space is provided to allow you to enter a more detailed description of the job, phase, or scope of work.
Additional Overhead: Check this option if you wish to assign additional overhead to this job. Total Office Manager already keeps track of all expenses that you specifically assign to this job (such as when you write checks or enter bills). This feature simply allows you to add some extra overhead to the job. This is handy when you wish to apply a small amount of rent, taxes, and other items against this job. These are things you would generally wish to write a check for and assign to one job. This feature is useful when you pay sales people a commission based on net profit.
Assign Overhead as a Percentage of Final Amount: Select this option and enter a percentage of the retail price to consider as overhead. An example may be 35% to cover general and administrative costs of doing this job.
Assign Overhead as a Dollar Amount: Select this option is you wish to use a fixed dollar amount to serve as general and administrative overhead for this job.
This Job Uses AIA Billing: When checked, a tab called AIA Payment Applications will be added to the Customer:Job History form. This also allows users to search for AIA jobs in the Customer:Job list. Otherwise, this checkbox does not affect how the AIA Payment Application system works.

Customer:Job Form – Additional Info Tab

Using the Customer:Job Additional Info Tab

The Customer:Job Form – Additional Info Tab is used to store a variety of miscellaneous customer information on the overall Customer:job record. This is also where the control of pop-up notes for the customer is located.

How to Get to the Additional Info Tab

From the main menu, click Customers | New Customer:Job, or

From the toolbar, click the New Customer:Job button.

Customer:Job Form – Additional Info Tab – Field & Button Definitions

Customer:Job - Additional Info — Customer:Job – Additional Info

Type – Select from the drop down menu the type of customer you are setting up, residential, commercial, government, etc., your classification for the customer.
Terms – Select from the drop-down menu the terms you are offering the customer on their invoices, 2% 10 Net 30 Days, Net 15 Days etc. You may also create a new Term, if the Term you need is not in the list. Click on the hand icon to the right of the term field and Add a Term.
Sales Rep – Enter the name of the sales representative you have assigned to this customer, if applicable.
Inside Sales Rep – This can be used to assign an inside only person to their account. It could also be a CSR that is responsible for their account.
Markup Method – If a default markup method has been selected in preferences (Edit | Preferences |Customer:Jobs | Company Preferences), this will auto-fill here. It can be adjust and modified.
Department – If the customer or job belongs to a particular department, select it here from the drop down menu.
Work/Ship Method – Select (if applicable) a particular work/ship method associated with the Customer:job.
Marketing – Select from the drop-down menu the Marketing media that brought the customer to your company. You may also create a new Marketing media, if the Marketing media you need is not in the list. Click on the hand icon to the right of the Marketing field and Add a Marketing media type.
No Marketing By: – Tick the box or boxes for the corresponding marketing channels to exclude a customer when doing a marketing campaign.
- Any & All
- Direct Mail
- Fax
- Text
- Email Telephone
Never Assess Finance Charges – Ticking this checkbox ensures that the customer will never be made available when assessing finance charges on overdue accounts.
Never Create Statements – Ticking this checkbox ensures that the customer will never be made available when generating statements to customers.
Pop-up Notes form when creating work orders, invoices, etc. – Ticking this checkbox causes the customer notes to automatically appear when work orders, invoices, and such for the customer are opened.
Pop-up Notes form when opening this customer:job – Ticking this checkbox causes the customer notes to automatically appear when opening this customer:job form.
Pop-up Notes form when opening their contact log – Ticking this checkbox causes the customer notes to automatically appear when opening their contact log.
Never Assign Sales Commissions to the Customer:Job – Ticking this checkbox causes the customer to be excluded from applicable commissions.
User Defined Fields – Enter information not found on the standard form. Select from the list or create your own.

Customer:Job Form – Payment Info Tab

Managing Payment Information for Customers or Jobs

The Payment Info tab of the Customer:Job form is used to specify default customer payment information. This is where to control pop-up notes for the customer, and where to place delinquent customers on credit hold.

Accessing the Payment Info Tab

From the main menu, click Customers | New Customer:Job, or
From the toolbar, click the New Customer:Job button.

Field and Button Definitions on the Payment Info Tab

A/R Account – From your COA, choose whatever accounts receivable type of account to use to for this customer. This is the account which will track any money the customer owes.
Account – Enter any account number your company assigns to the customer. This is not a required field.
Credit Limit – If any credit terms have been extended to the customer, enter the maximum amount that credit here (Example $500.00, $1000.00, etc.) This is not a required field.
Opening Balance – The amount of money the customer owes you as of the “As Of” date noted below. Use this if you have NOT entered every single invoice into Total Office Manager that has NOT been paid. Click here for advanced details.
As Of – The date the opening balance was accurate.
Preferred Payment Method – Select a payment method from the drop down box. If a payment method is not in the list, click <Add New>” from the top of the list to easily create a new payment method.
Copy Bill To Address – If the billing address on the Address Info tab is identical to the credit card billing address, click this button to copy the previously entered address to the credit card area.
Debit Card? – When ticked, the “Debit Card?” checkbox indicates that the card is a debit card rather than a true credit card.
Show Number – When ticked, the Show Number checkbox displays the entire credit card number. Left un-ticked, the checkbox displays only the last four digits of the credit card number.
Credit Card – Enter the customer’s credit card number.
Exp Date – Enter the expiration date that appears on the credit card. Example: 10/20##
Name on Card – Enter the name as it appears on the credit card.
Address – Enter the address of the credit card owner.
Zip Code – Enter the zip code of the credit card owner. Be sure it is correct, as many authorization companies rely on it heavily.
Credit Hold – When ticked, the Credit Hold checkbox places the customer on a credit hold status. When on credit hold, a notice appears whenever the customer record is opened. When an attempt is made to create a new invoice, sale, or work order for a customer on credit hold, a special permission warning appears which requires authorization from the Total Office Manager Administrator to proceed.

Customer:Job Form Overview (how to add and edit)

Understanding and Using Customers and Jobs

The Customer:Job form is used to setup new customers or to create new jobs for existing customers. It holds the contact and general information for those specific customers or particular jobs. To get the most out of Total Office Manager, it is strongly recommended to use Title Case when entering data in the program (see the related topic, “Capitalization and Lettering” for more information).

Customer:Job Form Access

From the main menu, click Customers | New Customer:Job
From the toolbar, click the New Customer:Job button.

Understanding the Customer:Job Form

Address Info Tab

The Address Info Tab is used to store basic contact information including billing address, work address, phone/fax/cell numbers, email & website addresses, and more.

Contacts Tab

The Contacts Tab is used to record additional contacts related to the customer. A virtually unlimited number of additional contacts can be stored in the Contacts tab.

Additional Info Tab

The Additional Info Tab is used for other customer information including customer type, invoice terms extended to the customer, sales rep information, original marketing information, sales tax information, options regarding whether or not to assess finance charges or generate statements, control over pop-up notes for the customer, and User Defined Fields.

Payment Info Tab

The Payment Info Tab is used to define which A/R account to use for the customer, define the customer’s account number, setup a credit limit, enter opening A/R balance info, and record preferred payment method information.

Job Info Tab

The Job Info Tab is used to track information on a specific job, typically larger jobs, for an existing customer. It is central to “job costing” a particular job, because COGS & expenses can be attributed to it. Fields exist to track the job type, foreman, job status, start date, projected end date, job completion date, and projected total. This is where to select which estimate goes with the job. If required, a virtually unlimited amount of job details can be entered here. Additional overhead can even be applied to a particular job (for job costing) from within the Job Info tab.

Form Field & Button Definitions

Certain fields and buttons are always available in the form, regardless of the tab being viewed. Note that some of the Menu button commands are not available until the form is saved once.

Customer Name – The name of the customer is displayed here. It usually takes on information gathered from the Company Name field (or the Mr./Mrs./…,First Name, M.I., Last Name fields), but it can be edited manually if required.
Save & Close – This button saves any information and exits the form.
Save & New – This button saves any information, then open a new form ready to be filled in with another customer’s information.
Cancel – This button exits the form without saving any information.

Menu Button Commands

Menu | Save – Manually saves the form.
Menu | Revert – Causes the form to dismiss any changes and return to information contained when last saved. It is the same as canceling the record without saving changes, then re-opening the record.
Menu | Copy – Copies the information of an original customer record into a new form. It’s useful for your landlord customers or corporate customers, when it might be easier to copy an original record and make a few changes to it, rather than enter all information into a blank form.
Menu | Notes – Opens the Notepad for that customer. A virtually unlimited number of notes about the item can be entered here.
Menu | Delete – Permanently deletes the record from the system. This function may not always be available because of historical transactions in which it may be involved. Inactivating customers is recommended over deleting customers.
Menu | Create | Invoice – Creates a new invoice, pre-populated with the customer’s information.
Menu | Create | Sale – Creates a new sale, pre-populated with the customer’s information.
Menu | Create | Credit – Creates a new credit memo, pre-populated with the customer’s information.
Menu | Create | Estimate – Creates a new estimate, pre-populated with the customer’s information.
Menu | Create Work Order – Creates a new work order, pre-populated with the customer’s information.
Menu | Service Agreements – Opens the Add Service Agreement form, pre-populated with the customer’s information.
Menu | Create Equipment – Opens the Add Customer Equipment form, pre-populated with the customer’s information.
Menu | History – Opens the customer’s history form which displays every sale, check, purchase order, bill, item receipt, service agreement and more, ever involving that specific customer.
Menu | Contact Log – Opens the customer’s Contact Log, used to enter detailed notes about the account.
Menu | Document Links – Opens the Document Links form for the specific customer. The form behaves similarly to the company-wide Document Manager, except this view only displays documents related to this particular customer.

Other Controls

Inactivate – Check this field if you are no longer doing business with this customer.
No Marketing – This is used like a do not call list. When this checkbox is ticked, the customer will not appear in any Marketing List Generator results.

Tips Related to Customer Jobs

After the first save, the Service Agreement status is displayed for the customer.
After the first save, the original creator of the form is displayed. After subsequent saves, the most recent revision of the form, is displayed in addition to the original creator.

Customer:Job Form – Contacts Tab

Introduction

The Customer:Job Form – Contacts Tab is used to record additional contacts for the customer. These records store electronic contact information only, not postal information. An unlimited number of additional contact records can be stored in the Contacts tab. The Caller ID feature scans these entries just as other contacts in the program.

Form Access

From the main menu, click Customers | New Customer:Job, or

From the toolbar, click the New Customer:Job button.

Field Definitions

You have preference over what fields are displayed. Click Menu | Show Columns:Contact Tab. Select your preference(s) to use and click OK.

Contact Tab - Show Columns — Contact Tab – Show Columns

Alt. Phone – Enter an additional phone number for the contact if known.
Cell – Enter the contact cell phone number if applicable.
Comments – Enter any brief notes about the contact here.
Email – Enter customer’s e-mail address if applicable.
Extension – Enter the contact phone extension if applicable.
Fax – Enter the contact fax number if applicable.
First Name – You can use the first name field as opposed to combining it into the Name field. For marketing purposes, we recommend that you do not use UPPERCASE for name fields. Properly cased letters will look better in a mail merge.
Last Name – You can use the last name field as opposed to combining it into the Name field.
M.I. – Enter the middle initial of the individual (if known).
Mr./Ms./… – Enter the corresponding title of the individual.
Name – Enter the first and last name of the contact.
Pager – Enter the contact pager number if applicable.
Phone – Enter the contact phone number.
Preferred Contact Method – Select from Phone, Fax, Email, Text, Do Not Contact as the primary way to get ahold of this contact.
Purchasing Role – This is the role of the person during the purchasing (or sales) process. This list cannot be edited.
Title – Select the title of the contact. For instance, you may also use this for son, daughter, husband, wife, partner, etc. These are customizable.

Note: The columns that selected can be moved within the window to fit your preference. Select the column in question and drag it to the position desired.

Usage

Enter relevant information regarding who the contact individual(s) are for the Customer:Job. Remove individuals by clicking the red X next to the row of information. As you enter information into one row, a new row will appear to add additional contacts. Complete as many that are needed and then select Menu | Save.

Tips

On the Address Info Tab of the Customer:Job, there is a yellow Transfer Contact button. Click it to automatically add the primary contact to the Customer:Job Form – Contacts Tab. Once clicked, the button will disappear.

Customer:Job Form – Address Info Tab

Customer Address Information Tab

The Customer:Job Form – Address Info Tab is where basic contact information for a customer is recorded.

Form Access

From the main menu, click Customers | New Customer:Job, or
From the toolbar, click the New Customer:Job button.

Field and Button Definitions

Company Name – Enter the company name the customer does business under, if applicable.
Parent (if used) – This is only available when you have created a “child” or job. This selection is the parent of the child (or job). You can change the parent if needed. Simply select a new parent.
Mr./Mrs./ – (Optional) Enter if you use these types of titles with your customers.
First Name – Enter the first name of the customer.
M.I. – Enter the middle initial of the customer, if applicable.
Last Name – Enter the last name of the customer.
Pronounced – Enter the phonetic pronunciation of a difficult customer name. For instance, if the customer’s name was “Leichter”, you might enter “Liked-Her” in the Pronounced field.
Has SA? – This field indicates if the customer has a service agreement of any kind on file and current. Current means that the agreement has not expired.
Bill To Address – Enter the street address where the customer wants the bill sent to.
Address 2 – Enter the secondary address or the apartment number or building number.
City – Enter the city the customer resides in.
State/Province – Enter the State or Province the customer resides in.
Zip/Postal – Enter the zip code or postal code for the customer. If you don’t know the code, use the Find button to the left of the zip code field.
Country – (Optional) Enter the Country the customer resides in.
Work Address – Enter the address of where the service is to be performed (or where the product is to be shipped). Note: By clicking on the icon of the white piece of paper (to the right of the Address field) all the Bill To Address information will be transferred to the Ship To Address, if the Bill To and Ship To are the same. Information is automatically copied from the Bill To fields to the Work Address fields if that preference is activated in the Preferences form.
Contact – Enter the contact name for the customer.
Phone/Ext – Enter the customer’s phone number and the extension if applicable.
Pager Number – Enter the customer’s pager number if applicable.
Pager-Pin – Enter the customer’s pager-pin number if applicable.
Fax – Enter the customer’s fax number if applicable.
Alt. Ph. – Enter an alternate phone number if applicable.
Cell Phone – Enter the customer’s cell Phone number if applicable.
Alt. Contact – Enter the name of the alternate contact.
E-mail – Enter customer’s e-mail address if applicable.
Website – Enter customer’s website address if applicable.
Latitude – Total Office Manager displays this information for mapping purposes. This information comes from the Zip Code List.
Longitude – Total Office Manager displays this information for mapping purposes. This information comes from the Zip Code List.
Time Zone: The Time Zone for the address. This information comes from the Zip Code List.
Map Code – Enter up to 35 alpha numeric characters to describe the position of this location on a map. Some companies give their employees maps that contain codes or grids (like H4).
Loc. Coord.: When the Schedule Board Mapping system collects coordinates for this customer, they are saved to the database and displayed here.

Important Tip – Checking for Duplicate Names

When entering a new customer, enter the name only, then immediately save to see if a duplicate exists (just click Menu > Save). If the save is successful, enter the remaining info.

If the save is not successful, compare the new name, contact, phone number, address, and any other relevant data to confirm it is not a duplicate of the existing entry.
If it is truly is a new customer, consider adding the state abbreviation to the end of the Customer Name field.
Alternatively, consider adding extra spaces along with other characters to the end of Customer Name field to make it unique. Then you will be able to save the entry.

Customer:Job

Using the Customer:Job Tax Info Tab

Accessing the Tax Info Tab

Customer:Job Form – Tax Info Tab – Field & Button Definitions

Related Content

Introduction

Form Access

Aptora Mobile II – Add Customer:Jobs

Main Tab

Details Tab

Addresses Tab

Contact Tab

Payment Tab

Job Tab

Related Content

Introduction

Form Access

Usage of Job Types List

Field & Button Definitions

Related Content

Using the Customer:Job List

Accessing the Customer:Job List

Usage

Tips

Q&A

Q: Can I batch update fields for customer records?

Related Content

Job Information Tab

Form Access

Field and Button Definitions

Using the Customer:Job Additional Info Tab

How to Get to the Additional Info Tab

Customer:Job Form – Additional Info Tab – Field & Button Definitions

Related Content

Managing Payment Information for Customers or Jobs

Accessing the Payment Info Tab

Field and Button Definitions on the Payment Info Tab

Understanding and Using Customers and Jobs

Customer:Job Form Access

Understanding the Customer:Job Form

Address Info Tab

Contacts Tab

Additional Info Tab

Payment Info Tab

Job Info Tab

Form Field & Button Definitions

Menu Button Commands

Other Controls

Tips Related to Customer Jobs

Related Content

Introduction

Form Access

Field Definitions

Usage

Tips

Related Content

Customer Address Information Tab

Form Access

Field and Button Definitions

Important Tip – Checking for Duplicate Names

Related Content

Industries

SOLUTIONS

COMPANY

SUPPORT

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