Customer Setup


The mandatory Customer detail fields displayed will need to be populated in order to proceed. Please see the list of fields and the requirments below.


Fields

Field Mandatory Type Description
Title No Text Box Maximum 50 characters. Title for the Customer Name.
First name Yes Text Box Maximum 50 characters. The First Name of the Customer.
Last Name Yes Text Box Maximum 50 characters. The Last Name of the Customer.
Company Name No Text Box Maximum 50 characters. The Company name of the Customer.
Email Yes Text Box Maximum 100 characters. The Email Address of the Customer.
Address Line 1 Yes Text Box Maximum 50 characters. First Line of the Customer's Address.
Address Line 2 No Text Box Maximum 50 characters. Second Line of the Customer's Address.
City Yes Text Box Maximum 50 characters. The Customer's City.
Post code Yes Text Box Maximum 10 characters. The Customer's Post Code.
Custom Reference No Text Box Maximum 50 characters. A Custom reference for the Customer.


Actions

Action Description
“SAVE AND CONTINUE” Button Saves the Customer record and moves to the next section of the Wizard.
  • Last modified: 2021/09/21 12:31