Customer Site

Use the Customer Sites form to add or edit different site locations for the selected customer.  A lot of times, companies have several other locations or sites and this is where you can enter that information.

Fields

1.In the Site field enter the location or site name.  When you have finished entering data for each field, press the TAB or ENTER key to move your cursor to the next field.

2.Next enter the address and zip code information.  You will notice as you Tab through these fields the program will skip over the City and State and bring you to the Zip Code field combo box.  The zip code combo box will list every zip code you have entered up to this point.  If you enter a zip code that you have not used before, a message will appear asking if you want to add the add zip code.  If you choose to add the zip code then the Zip/Postal Code form will open.  You will then need to fill in the city, state, county and country and click the OK button to add it to the Zip Code records.  The city, state, county and country will now be automatically filled in and you will never have to enter that information twice.  From now on in any form that uses zip codes you will be able to select and use the one you just entered saving you data entry time.  You can add, delete and edit zip codes from the Zip/Postal Code form at any time.

3.Then enter a phone number of the site in the Phone 1 and Phone 2 fields.  The format for these phone number fields can be changed in the Company Preferences form in the Phone Input Mask field.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will move the cursor to a new line where you can select a new customer  type from the combo box.

The Save button will save the changes made in the form.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Delete button will delete the selected department.

The Close button will close the Customer Site  form.

Press F1 or click F1-Help button in the Status bar for help on how to use the Customer Site form.