Adding a Customer Record

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Select the Customers Pane

 

customerspane1

 

Click Add a new Customer and the Customer Window will open

 

addcustomer

 

Name Details

 

Short Name

An abbreviated name for the Customer (this is the TradeMe Username if it is a TradeMe Customer)

Title

Mr/Mrs/Miss or Company Director/Salesman etc

First Name

Customers first name

Last Name

Customers last name

Company

Name of Company

Customer Type

Select from TradeMe or Other

 

Contact Details

 

e-mail

e-mail address for communication

Alternative e-mail

secondary e-mail address

Phone

Landline phone number

Mobile

Mobile phone number

Fax

Fax number

Website

Customer website

 

 

Send e-mail

this will open the Tradar Mail window so an e-mail can be sent to the customer direct from Tradar

 

Customer Street Address

 

Address

Street address

Postcode

Post code

Alt. Address

Alternative address

Postcode

Alternative post code

 

Use Alternate Address

Tick to use the alternative address entered for this customer

Nominated Delivery Address is a Rural Delivery Address

Tick if the delivery address is a Rural Delivery Address

 

Notes

Add any miscellaneous notes about the customer

Loaded Sales

The number of current sales in Tradar linked to this customer

 

Mailing List, Preferred, Blacklist, Trade Again

These boxes can be ticked as information only - this is for your own notes/records and does not interface with TradeMe's blacklist system.

 

Example of a completed Customer Record

 

addcustomer2

 

Related Information:

Editing a Customer Record

Viewing Customers in the Console