VisionCore
Home Search Support Forum Knowledge Base Print

Customer Data Tab

 

The Data Tab in the Customer form provides an area to setup an unlimited number of fields that could be used to record customer data or answers to questions that have been asked.  You can setup multiple tabs to organize the data by using the Tabs and Edit buttons.

 

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.