Customer Data Fields
You can view the Customer Data Field form from the Data Tab of the Customer form by clicking the Edit button. This form is used to record customer data or answers to questions that have been asked. The Customer Data Field form also allows you to add, edit or delete customer data field. The Data type field next to Data fields/Questions field gives you these options: whether the information to be entered will be text, a number, yes/no or a date.
The Sort buttons are used to move the selected record upward/downward one spot for each click.
Click the New button to add another customer data field or click the Delete button to delete a selected customer data field.
The following steps will explain in detail how to add a Customer Data Tab and create Customer Data Fields.
1.Open the Customer form and find the Data Tab.
2.To begin, select the Tabs button which opens the Customer Data Tabs form.
3.Click on the New button to open the field and the cursor will be flashing at the available line. Enter in the name you would like to designate for this Tab. If you would like more than one Tab, select the new button again and enter another Data Tab name.
4.When done entering and saving the Tabs , click the X box button at the upper right corner to close the form.
5.The next step is to click on the Edit button. This will open the Customer Data Fields form.
6.In the Tab field, select which Tab you want to work with by clicking the drop down button. If you created six Tabs, you will see them in the drop down box.
7.Click on the New button to move the cursor to a new line.
8.In this Data Field enter the question or other customer data.
9.In the Data Type field select whether the information to be entered will be text, a number, yes/no or a date.
10.Repeat the process until you have created all necessary Data Fields within that Tab.
11.Repeat step 6 to select the next Tab.
12.With the Customer Data Tabs and Data Fields created, you can begin entering information.
13.Click the Ellipse button to open the Customer Data Field Edit where you can edit your answer.
Toolbar Buttons
Toolbar Buttons are displayed at the top of the form and perform actions on the current record like saving, deleting or posting.
The New button will move the cursor to a new line where you can add a new customer data field.
The Save button will save the selected customer data field.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Print button will open the Customer Data Field Preview, which allows you to review and print.
The Export button will allow you to export the search results to your desired file type namely: HTML, PDF, RTF, Text and Excel.
The Close button will close the Customer Data Field form.
Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.