ZigaForm version 5.3.5

Customer:Job Form – Additional Info Tab

By |2021-09-09T11:33:45-05:00March 26th, 2018|Comments Off on Customer:Job Form – Additional Info Tab
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Introduction

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.

Form Access

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

New Customer:Job File Path

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

New Customer:Job Toolbar

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.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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