Warning: Creating default object from empty value in /mounted-storage/home56b/sub002/sc27459-JBZR/deskquote.co.uk/lib/class.log.php on line 77
Customers Form
  Loading... Please wait...

Our Newsletter





   


      



Customers Form

The customers form holds all your customer information.

The Customers form has many linked forms, you can check your customer sales data, check on Awaiting Payments, send a statement, edit and send an overdue letter, print address labels and many more useful functions.

To create a new customer click on the New Button .... >   New-Button.jpg 

To edit currently entered customers click on the edit button .... >   Edit-Button.jpg

Use the lower Scroll Button to navigate through each Customer .....>     ScrollButton.jpg

Click Here to got to the Customers Form Video Tutorial

The image below has been reduced in size. Click on it to see the full version.

Desk-Quote-Customers.jpg

Customer Contacts Form.

To open the customer contacts form click on this icon ...>  Desk_Quote_Screen_Shot003.jpg

 The customer contact form is linked to each individual customer.
You can enter in all the relevant contact names and details for that customer.

When creating your quotations the contact names that appear in the contact box on the Quotation Form all comes from this form see fig 1 below.

Desk_Quote_Screen_Shot005.jpg

                                                                                   (Fig 1)

 

CUstomer-Contatcts.jpg

Customer Statement Button Strip

customers_button_strip.bmp

The cutomer statement main button  customer-statementbutton.jpg  opens a list form showing all the outstanding payments for the customer record currently displayed in the customer form.  You can also preview the statement, print the statement or output output-statement.jpg the statement to your computer ready to attach to an email with an overdue letter.

customer-statement-form.jpg

If you have no records for this customer with the job status Awaiting Payment, desk quote will pop up a message box as illustrated below.

customer_statemen_message.jpg

 

Customer Sales Button Strip

customer_sales_strip.jpg

The cutomer sales main button  customer_sales_button.jpg  opens a list form showing all the current customer sales for the customer record currently displayed in the customer form.  You can also preview the sales list, print the sales list or output output-statement.jpg the sales list to your computer.

customer_sales_form.jpg

If you have no sales records for this customer desk quote will pop up a message box as illustrated below.

sales-message.jpg

Customer Address Label Button Strip

address_label_button_strip.jpg

The first preview and print buttons prints an A4 style address label the second set of preview and print buttons prints an envelope style address label with all your current customers. to filter out specific customer address labels use the buttons in the filtered address label strip as illustrated below.

filtered_address_label_button_strip.jpg

The first set of buttons allows you to filter customers by Town

filtered_address_label_message1.jpg

The second set of buttons allows you to filter customers by County

filtered_address_label_message2.jpg

Overdue Letter Button Strip

overdue_letter_button_strip.jpg

Clicking on the pencil will open the overdue letter designer form as illustrated below.

overdue-letter-designer.jpg

The overdue letter designer allows you to create an overdue letter that you can print,email or output to your computer and attach to your customer statement as mentioned above.

Customer Phone List

The customer phone list phone_list_button.jpg  open up the customer phone list form this gives you the ability to look at all your customers telephone, fax numbers, main email address and website details, clicking on the email address automatically opens up MS Outlook and populates the email address into outlook ready to send the email.

Clicking on the website url opens up your default Internet Search software ie: Internet Explorer, Firefox ect on the web addreess.


 Desk-Quote-Phone-List.jpg

Customer Address Print Out Sheet

You can print a full list of your customers and their details if required.

addresses.jpg

Customer Finder

The customer finder  customer-finder-button.jpg  makes it easy to find and filter individual customers.

cusomer-finder.jpg

 

You can filter your customers by selecting your field in the drop down box at the bottom of the form

you can select to filter customers by name,address,city,country,phone or post code as illustrated below.

filter-fields.jpg