Add customer

Customer list where additions, deletions, grouping and amending takes place.

Set up customers on Boris.

Choose the Setup/Maintenance menu and select the Customers option.

A full list of the customers defined on your system is shown and for each one you can view, add or amend the templates, locations and contact details by clicking on the name. See Attachments for a customer for further help with an individual customers details.

However, this is where you manage your customer list.

Selecting a customer on a device. Notice drop-down lists for location and form (based on a template) which need to be attached to the customer.

Add customer

Click on the button as shown and you will be asked to enter the details as below. The only mandatory item is the Customer Name and all items can be modified in the future.

Add a new customer.

*Customer name

Enter the main customer name as text. There will be opportunities to enter individual contacts once the customer has been set up.

Entering customer details.

Address

Enter the main customer address as text (usually head office). This address will be inserted into some of the automatically e-mailed PDF documents. There will be opportunities to enter individual locations once the customer has been set up.

Sage code

A unique code for synchronising with a Sage system. If you don't know what this means, then you should leave it blank.

Notes (office only)

Enter the maximum number of characters of text that be entered for this field.

Entering notes for a customer.

Notes (available on device)

Enter the maximum number of characters of text that be entered for this field.

Import from spreadsheet

It is possible to use a spreadsheet that has been created with very specific data items to populate a customer list. With large lists this is much easier than filling in the above over and over again. It requires a specific spreadsheet - download a template.

You will notice that there are comments attached to the top row. As well as giving tips on what is required in a column, each one is identified as mandatory or optional (currently customer name and location are the only mandatory items). It is not possible to validate at the moment so please check carefully before importing as it can be time consuming to undo/redo.

Use this button to import your spreadsheet when it is ready.

Automatically allow all templates for new imported customers

This saves time once the list has been created.

Refine the import parameters.

Automatically allow access to new imported customers for all groups

This option is usually used in conjunction with multi-line text boxes, giving the user a full-width long text box in which to enter information. This value overrides any formatting set for the section.

Spreadsheet

Click on the hyperlink to select the spreadsheet from the folders on your computer.

Create customer tag

Setting up a tag can be very useful for identifying particular types of customers within a large list. Clicking on the button brings up a one-prompt box into which you enter a single line of text to identify the tag. This will then appear in your customer list and you can tick to allocate the tag to specific customers.

Setting up a tag

Delete customer

Remove unwanted customers by selecting with the tick box and clicking the Delete customer button.

Delete a customer from the list.

Concepts

Concepts - Customers, Locations and Contacts