{"id":462,"date":"2019-03-03T16:46:16","date_gmt":"2019-03-03T16:46:16","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=462"},"modified":"2021-11-05T21:16:20","modified_gmt":"2021-11-05T21:16:20","slug":"customer-details","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/contacts\/customer-details\/","title":{"rendered":"Customer Contact Details"},"content":{"rendered":"
  1. Assign the Customer type to the contact. The Customer tab appears, as follows:<\/span><\/li><\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    1. For the customer contact type, specify the billing information, as follows:<\/span>
      Delivery<\/b><\/td> Select the delivery type for invoices from the following options:<\/span>

      \u00a0<\/p> <\/td><\/tr><\/tbody><\/table>

      • Mail<\/span><\/td><\/tr><\/tbody><\/table><\/li>
      • Email<\/span> <\/td> <\/tr>
        Billing address is the same as a common tab<\/b><\/td> Select this option to use the address specified in the contact profile. If you want to use another address, clear the box and specify another billing address for the debtor contact type.<\/span><\/td> <\/tr> <\/tbody> <\/table><\/li><\/ul><\/li>
      • To enable entry of the marketing information, check the Marketing Opt-In box.<\/span><\/li>
      • Specify the marketing information, as follows:<\/span>
        Ident<\/b><\/td> Select the source how the customer contact appeared.<\/span><\/td> <\/tr>
        Details<\/b><\/td> Enter details about the customer contact.<\/span><\/td> <\/tr>
        Estate<\/b><\/td> Select the community which the contact attributes to. This parameter can be further used for sending email campaigns.<\/span>

        \u00a0<\/p>

        This is a region-specific parameter which may vary depending on the region where the system operates.<\/span><\/p> <\/td> <\/tr> <\/tbody> <\/table> <\/li>

      • When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

        Setting Payment Details for Customer<\/b><\/h2>\n\n\n\n
        1. On the tabbed menu, select <\/span>Payment<\/b>.<\/span>\"\"<\/li>
        2. Configure the payment parameters, as follows:<\/span>
          \n\n\n\n
          Paid By<\/b><\/td>\nSelect the payment type from the following options:<\/span>\n

           <\/p>\n

            \n
          • Check<\/span><\/li>\n
          • Bank Credit<\/span><\/li>\n
          • Direct Credit<\/span><\/li>\n
          • BPay (Internet)<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>
          • If you select the Check or BPay (Internet) option, you do not need to specify anything else.<\/span><\/li>
          • If you select the Bank Credit or Direct Credit option, you need to specify additional parameters:<\/span>
            \n\n\n\n\n\n
            BSB No<\/b><\/td>\nEnter the Bank-State-Batch number (six \/ nine digits).<\/span>\n

             <\/p>\n

            This is a region-specific parameter which may vary depending on the region where the system operates.<\/span><\/p>\n<\/td>\n<\/tr>\n

            Account No<\/b><\/td>\nEnter the bank account number of the customer.<\/span><\/td>\n<\/tr>\n
            Account Name<\/b><\/td>\nEnter the account name of the customer.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>
          • When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

            Depending on the operational region, the region-specific validation may be applied to the payment information, as follows:<\/span><\/p>\n\n\n\n

            Field<\/b><\/td>USA<\/b><\/td>Australia \/ New Zealand<\/b><\/td><\/tr>
            BSB No<\/b><\/td>The value in the field cannot exceed 9 characters.<\/span>\n

             <\/p>\n

            The field can tolerate only the following characters:<\/span><\/p>\n

              \n
            • digits<\/span><\/li>\n
            • letters<\/span><\/li>\n
            • hyphens<\/span><\/li>\n
            • blank characters<\/span><\/li>\n<\/ul>\n<\/td>
            		The value in the field cannot exceed 6 characters.<\/span>\n

             <\/p>\n

            The field can tolerate only the following characters:<\/span><\/p>\n

              \n
            • digits<\/span><\/li>\n
            • letters<\/span><\/li>\n
            • hyphens<\/span><\/li>\n
            • blank characters<\/span><\/li>\n<\/ul>\n<\/td><\/tr>
            Account No<\/b><\/td>Cannot exceed 20 alphanumeric characters. Only the following special characters will be tolerated: + ( ) ? : – \/ . and spaces.<\/span><\/td>Cannot exceed 20 alphanumeric characters. Only the following special characters will be tolerated: + ( ) ? : – \/ . and spaces.<\/span><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

            Setting Payment Terms for Customer<\/b><\/h2>\n\n\n\n

            You can configure the payment terms for the contact of the Customer type. The system calculates the due date of an Invoice (either Payables or Receivables) on the basis of the values specified in the Payment is Due, Invoice Data and Balance Due Days fields.<\/span><\/p>\n\n\n\n

            1. On the tabbed menu, select <\/span>Terms<\/b>.<\/span>\"\"<\/li>
            2. Configure the payment terms, as follows:<\/span>
              \n\n\n\n
              Payment is Due<\/b><\/td>\nSelect the option for calculating the payment due date from the following ones:<\/span>\n

               <\/p>\n

                \n
              • None Advised <\/b>\u2013 no specific date is required.<\/span><\/li>\n
              • COD (Cash on Delivery) <\/b>\u2013 no specific due date is required. The payment is made upon delivery of the mail order.<\/span><\/li>\n
              • Prepaid <\/b>\u2013 no specific due date is required. The order is considered to be prepaid.<\/span><\/li>\n
              • In a given number of days <\/b>\u2013 the payment is due within the given number of days.<\/span><\/li>\n
              • On a day of the month <\/b>\u2013 the payment is due on a specific day of every month.<\/span><\/li>\n
              • # of days after EOM<\/b> \u2013 the payment is due within a specific number of days following the end of the month.<\/span><\/li>\n
              • Day of month after EOM<\/b> \u2013 the payment is due by the specific day of the following month.<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>
              • If you select any of the last four options, you will have to specify additional information, as follows:<\/span>
                \n\n\n\n\n\n
                Due day of month<\/b><\/td>\nEnter the due day of month.<\/span><\/td>\n<\/tr>\n
                Discount days<\/b><\/td>\nEnter the number of days before the due date when the discount can be applied if the invoice is paid in full.<\/span><\/td>\n<\/tr>\n
                Discount percent<\/b><\/td>\nEnter the discount percent which applied when the invoice is paid in full within the discount period.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>
              • When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

                Managing Communication with Customer<\/b><\/h2>\n\n\n\n

                You can directly communicate with the contact of the Customer type by email or by SMS, and view MailChimp newsletters that were sent.<\/span><\/p>\n\n\n\n

                1. On the tabbed menu, select <\/span>Communications<\/b>. On the opened page you can view the list of communication items between you and the contact.<\/span><\/li>
                2. For each communication item, you can view the following information:<\/span>
                  \n\n\n\n\n\n\n\n\n
                  Type<\/b><\/td>\nType of the communication item (SMS or email).<\/span><\/td>\n<\/tr>\n
                  Created<\/b><\/td>\nDate when the communication item was created.<\/span><\/td>\n<\/tr>\n
                  Subject<\/b><\/td>\nSubject of the email. It is not applicable to SMS.<\/span><\/td>\n<\/tr>\n
                  Sender<\/b><\/td>\nUser who initiated the communication.<\/span><\/td>\n<\/tr>\n
                  Message<\/b><\/td>\nText of the communication item.<\/span><\/td>\n<\/tr>\n
                  Attachments<\/b><\/td>\nList of files attached to the email. It is not applicable to SMS.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li><\/ol>\n\n\n\n

                  To sort communication items:<\/b><\/p>\n\n\n\n

                  1. Click the header of the column which you want to sort by.<\/span><\/li>
                  2. You can also click the down or up arrow icons, to sort items in the descending or ascending order.<\/span><\/li><\/ol>\n\n\n\n

                    To send a new SMS:<\/b><\/p>\n\n\n\n

                    \"\"<\/figure>\n\n\n\n
                    1. Click <\/span>Send SMS<\/b>.<\/span><\/li>
                    2. In the <\/span>SMS<\/b> form, specify the following information:<\/span>
                      Cell Phone<\/b><\/td> Enter the cell phone number of the contact. By default, the system populates it automatically with the phone number specified in the contact profile.<\/td> <\/tr>
                      Template<\/b><\/td> Select a template to repopulate the message field with a template from Setup > Manage SMS Templates.<\/td> <\/tr>
                      Message<\/b><\/td> Specify the message for SMS. One SMS message can include up to 160 characters. If you exceed this limit, your message will be separated into two SMS.<\/td> <\/tr> <\/tbody> <\/table><\/li>
                    3. Click <\/span>Send<\/b>.<\/span><\/li><\/ol>\n\n\n\n

                      Note<\/strong><\/p>\n\n\n\n

                      The system may automatically adjust the format of the phone number when you send an SMS to the addressee. This is required for the correct processing of the phone number by the external service. The following adjustments may occur:\n\n<\/span>- US region: +1 is added to the phone number.\n- AU region: +61 is added to the phone number.\n- NZ region: +64 is added to the phone number.\n\nThe system may automatically drop the zero \u20180\u2019 in the phone numbers of AU and NZ regions, as follows: 0418989661 becomes +61418989661.<\/span><\/pre>\n\n\n\n
                      To send a new Email:<\/b><\/p>\n\n\n\n
                      \"\"<\/figure>\n\n\n\n
                      1. Click <\/span>Send Email<\/b>.<\/span><\/li>
                      2. In the Email<\/b> form, specify the following information:\n\n\n\n\n\n\n\n
                        Email, CC, BCC<\/b><\/td>\nEnter the email address of the Lead. By default, the system populates it automatically with the email address specified in the Lead profile. You can specify multiple email addresses of recipients by separating them with a semicolon (;).<\/td>\n<\/tr>\n
                        Subject<\/b><\/td>\nEnter the email subject.<\/td>\n<\/tr>\n
                        Template<\/b><\/td>\nSelect a template to repopulate the message field with a template from Setup > Manage Email Templates.<\/td>\n<\/tr>\n
                        Subject<\/b><\/td>\nEnter the email subject.<\/td>\n<\/tr>\n
                        Message<\/b><\/td>\nEnter the email message. Use the visual editor to apply the required formatting to your message and align the text.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\nTo attach files to the email message, click Attach Files<\/b> and select the appropriate files on your Google Drive.<\/span><\/li>
                      3. Click <\/span>Send<\/b>.<\/span><\/li><\/ol>\n\n\n\n
                        Filling Out Custom Fields<\/b><\/h2>\n\n\n\n
                        1. On the tabbed menu, select <\/span>Custom Fields<\/b>.<\/span>\"\"<\/li>
                        2. On the opened tab, fill out the custom fields for the contact.<\/span><\/li>
                        3. When complete, click Process<\/b>.<\/li><\/ol>\n\n\n\n
                          Filling Out Additional Details<\/b><\/h2>\n\n\n\n
                          1. On the tabbed menu, select <\/span>Additional Information<\/b>.<\/span>\"\"<\/li>
                          2. Select the Customer\u2019s date of birth through the date picker.<\/span><\/li>
                          3. Enter the name of the Customer\u2019s partner.<\/span><\/li>
                          4. Select the Partner\u2019s date of birth through the date picker.<\/span><\/li>
                          5. Enter names of the Customer\u2019s parents.<\/span><\/li>
                          6. Select the Parents\u2019 dates of birth through the date picker.<\/span><\/li>
                          7. Enter the name of the Customer\u2019s kid.<\/span><\/li>
                          8. Select the Kid\u2019s date of birth through the date picker.<\/span><\/li>
                          9. To add another kid, click <\/span>Add another kid<\/b>.<\/span><\/li>
                          10. When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>","protected":false},"excerpt":{"rendered":"
                            Assign the Customer type to the contact. The Customer tab appears, as follows: For the customer contact type, specify the billing information, as follows: Delivery Select the delivery type for invoices from the following options: \u00a0 Mail Email Billing address is the same as a common tab Select this option…<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[88,95],"ht-kb-tag":[],"class_list":["post-462","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-contacts","ht_kb_category-needs-update"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/462"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/comments?post=462"}],"version-history":[{"count":4,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/462\/revisions"}],"predecessor-version":[{"id":7825,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/462\/revisions\/7825"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/media?parent=462"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-category?post=462"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-tag?post=462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}