Changes to customer record and customer list

Changes to customer record and customer list

Summary

Solatech Focus customer records now contain a new field, Customer Name. This change was made in order to implement QuickBooks Online integration. This knowledge base article will describe the changes and how they will affect your customer records.

Customer Record

  • When a customer record is viewed, Customer Name is the first field shown. For existing customers, this change has already been made and no action is required. 
  • For new customers, Customer Name is a required field (indicated by a asterisk). 
  • When Customer Name is entered, the site will automatically separate first name and last name. First name and last name can be edited if needed.     
  • A new field, M.I. (middle initial) has also been added. 
  • Please note that all customer names must now be unique.  If two customers on one account have the same name, they must be modified slightly so they are not an exact match.. Adding a middle initial will serve this purpose.

Customer List

  • The customer list now contains the field Customer Name in the first column
  • Users may still search for any portion of first name or last name on the search bar

Applies to:

  • Solatech Focus

    • Related Articles

    • Importing customers from external sources into Focus

      Summary Solatech Focus users have the ability to import customers from external sources, such a CRM systems. In order to do this, the data exported from the outside source must be formatted in a certain way before import. This knowledge base article ...

    • How to use the measure sheet to record customer measurements

      Summary Solatech Focus gives user's the ability to capture measurements prior to beginning a quote.  This knowledge base article will describe the process of capturing measurements; exporting measurements and importing measurements.  It will also ...

    • How to Track Customer Referrals in SalesPRO

      Summary This article describes how you can easily track customer referrals in SalesPRO.  This process is broken down into three steps: Adding Referral Methods Types, Selecting Referral Methods, and Running Referral reports.  Instructions Adding ...

    • Working with Customer Payments

      Summary  This article explains how to process payments through the SalesPRO Software. More Information Payments can only be processed at the Sale or Order status.  Payments cannot be recorded against a Quote.  Multiple payments may be applied to a ...

    • Setting up Customer Email Templates

      Summary Solatech allows users to set up personalized email templates that can be sent to customers from within the system.  Templates to send to users (Sales Reps and Installers) can also be created.  This knowledge base articles provide instructions ...