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Hello Team,
Could you help me with the following question?
Here is an example of the Customer in GP:
I cannot find the following Customer information:
- Customer's email address
- Customer's mobile phone. I see only the phone field
- Customer's site (www)
- Customer's type
- Invoice delivery method.
Where on UI I can find this information?
Ok I take a shot at this :
Customer Email - click on the Globe icon to open Internet Information
Mobile Phone - you can use any of the fields for Mobile - you will just have to modify the form to say Mobile, rather than Phone 2
Customer Site - again in the Internet Information window you can enter the
Invoice Delivery Method - from the Customer Card - click on the E-Mail button (lower right) and this opens the Customer E-mail options window. Here you can set the document delivery.
Customer Type - I left this to last - this is what I use the Customer Class field for. There is no specific configuration for the Class - it is a way to assign default settings (various configuration points) to a group of customers. It also allows you to search and report by this field.
Hope this helps.
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