Customer Document Entry

Let's learn by example.

This tutorial will walk you through entering a customer for the first time. It will avoid any distractions that will draw you away from the goal at hand: hitting that "Save" button!

When you have finished this tutorial, you will have learned to:

• load the Customer Document List,
• create a New Customer,
• assign a primary address to the Customer,
• associate multiple Contacts with the Customer, and
• select a Primary Contact for the Customer.

There are three basic steps to creating a new customer:

1. Prep: Load the Customer Document List
2. Customer Entry: Create a New Customer
3. Add Additional Informaton: Add Contacts and Addresses to the Customer

Prep

Step 1: Log In To Desk

Lot into Desk

1. Navigate to http://access.starstix.com and click "Login" in the upper-right corner of the screen.
2. Underneath "Or login with", click the "Google" button.
3. If you see a screen that says "New updates are available", just click "Close".

Success

Congratulations - you're in!

Step 2: Load the Customer Document List

1. Click inside the Global Search box at the very top of the page and type "customer".
2. Click on the "Customer List" option in the Global Search dropdown.

Success

You are now looking at the Customer Document List.

Customer Entry

Step 1: Create a New Customer Document

1. Click on the blue "New" button in the upper-right corner of the screen. You will be presented with a Quick Entry Form. Click on on the "Edit in full page" button in the bottom-left of the form to be taken to the full-page form.

2. Use the values below to fill out the form:

   • In the top section:

     Field	Value
     Full Name	Tim Test - Test's Garage
     Type	Company
     Customer Group	Commercial

   • In the "MORE INFORMATION" section (click on the section title to expand the section):

     Field	Value
     Industry	Service

3. Click the blue "Save" button in the upper-right above the form.

Success

The customer is now saved to the system, but you aren't done yet! We still don't have any contact or address information. Let's fix that now.

Step 2: Add a Primary Address to the Customer Document

1. Scroll down to the "ADDRESS AND CONTACT" section and click "New Address". You will be taken to the new Address form.

2. Use the values below to fill out the form:

   • In the top section:

     Field	Value
     Address Type	Current
     Address Line 1	1891 Goodyear Ave
     Address Line 2	Ste 618
     City/Town	Ventura
     State	CA
     Postal Code	93003
     Email Address	support@ebs.llc
     Phone	805-650-5278
     Fax	805-642-7673
     Preferred Billing Address
     Preferred Shipping Address

3. Click the blue "Save" button in the upper-right above the form. You will be taken back to the Customer Document. If not, simply click the "Save" button a second time. The new address will appear in the "ADDRESS AND CONTACT" section.

4. Under the "PRIMARY ADDRESS AND CONTACT DETAIL" section, click in the "Customer Primary Address" field. You will see a dropdown with one entry - the address you just created. Select it - you will see the "Primary Address" field beneath filled out with the new address.
5. Click the blue "Save" button in the upper-right above the form.

Success

You now just associated a new Address with the Customer, and selected it as the primary address.

Step 3: Add a Primary Contact to the Customer Document

1. Scroll down to the "ADDRESS AND CONTACT" section and click "New Contact". You will be taken to the new contact form.

2. Use the values below to fill out the form:

   • In the top section:

     Field	Value
     First Name	Tim
     Last Name	Test
     Company Name	Test's Garage

   • In the "CONTACT DETAILS" section, under "Email IDs" (click "Add Row" for each email address):

     Email ID	Is Primary
     ttest@ebs.llc
     support@ebs.llc

   • In the "CONTACT DETAILS" section, under "Contact Numbers" (click "Add Row" for each contact number):

     Number	Is Primary Phone	Is Primary Mobile
     805-650-5278
     805-395-4938
     805-650-6121

3. Click the blue "Save" button in the upper-right above the form. You will be taken back to the Customer Document. If not, simply click the "Save" button a second time. The new contact will appear in the "ADDRESS AND CONTACT" section.

4. Under the "PRIMARY ADDRESS AND CONTACT DETAIL" section, click in the "Customer Primary Contact" field. You will see a dropdown with one entry - the Contact you just created. Select it. You will see the "Mobile No" and "Email Id" fields beneat filled out with the contact information.
5. Click the blue "Save" button in the upper-right above the form.

Success

You now just associated a new primary Contact with the Customer.

Step 4: Add a Secondary Contact tothe Customer Document

1. Scroll down to the "ADDRESS AND CONTACT" section and click "New Contact". You will be taken to the new contact form.

2. Use the values below to fill out the form:

   • In the top section:

     Field	Value
     First Name	Tiffany
     Last Name	Test
     Company Name	Joe's Garage

   • In the "CONTACT DETAILS" section, under "Email IDs" (click "Add Row" for each email address):

     Email ID	Is Primary
     ttest2@ebs.llc

3. Click the blue "Save" button in the upper-right above the form. You will be taken back to the Customer Document. If not, simply click the "Save" button a second time. The new contact will appearin the "ADDRESS AND CONTACT" section.

Success

That's it - you're done!

Summary and More Information

This tutorial has guided you through:

• loading the Customer Document List,
• creating a New Customer,
• assigning a primary address to the Customer,
• associating multiple Contacts with the Customer, and
• selecting a Primary Contact for the Customer.

Detailed Instructions

For additional instructions on field usage and other details, as well as detailed instructions for entering new Customers, visit Entering Customers in the How-To Guides menu.

References

For DocType references, see the Customer, Contact, and Address references.