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Select the Customers Pane

Click Add a new Customer and the Customer Window will open

Name Details
Short Name
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An abbreviated name for the Customer (this is the TradeMe Username if it is a TradeMe Customer)
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Title
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Mr/Mrs/Miss or Company Director/Salesman etc
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First Name
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Customers first name
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Last Name
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Customers last name
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Company
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Name of Company
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Customer Type
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Select from TradeMe or Other
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Contact Details
e-mail
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e-mail address for communication
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Alternative e-mail
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secondary e-mail address
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Phone
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Landline phone number
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Mobile
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Mobile phone number
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Fax
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Fax number
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Website
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Customer website
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Send e-mail
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this will open the Tradar Mail window so an e-mail can be sent to the customer direct from Tradar
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Customer Street Address
Address
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Street address
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Postcode
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Post code
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Alt. Address
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Alternative address
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Postcode
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Alternative post code
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Use Alternate Address
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Tick to use the alternative address entered for this customer
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Nominated Delivery Address is a Rural Delivery Address
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Tick if the delivery address is a Rural Delivery Address
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Notes
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Add any miscellaneous notes about the customer
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Loaded Sales
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The number of current sales in Tradar linked to this customer
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Mailing List, Preferred, Blacklist, Trade Again
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These boxes can be ticked as information only - this is for your own notes/records and does not interface with TradeMe's blacklist system.
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Example of a completed Customer Record

Related Information:
Editing a Customer Record
Viewing Customers in the Console
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